Dollars & Sense

Freedman Financial
  • 5.0 (6)
  • Investing
  • Updated Weekly

Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.

  1. 5d ago ·  Video

    6 Money Myths: Separating Fact from Fiction

    Marc is joined by Marion this week for a timely conversation as we approach the midpoint of the year and look ahead to America’s 250th anniversary. Together, they reflect on how global events—like the World Cup—have a unique way of bringing people together, creating space for a wide range of perspectives and shared experiences across cultures. They explore how narratives around politics and economics are often shaped by social media and the circles we’re part of, leading to common misconceptions and broad generalizations. Drawing on these observations, they introduce a recent post from their LinkedIn page, “6 Money Myths,” to challenge some of the assumptions that can impact financial decision-making. Join Marc and Marion as they unpack the influence of today’s global environment, offer a fresh perspective on widely held beliefs, and share practical insights to help you think more clearly about your financial future in this week’s episode   A full complement of Dollars & Sense broadcasts found here.   DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.   Tracking #: 1131771   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    14 min

  2. Jun 25 ·  Video

    What's Your Financial Advisor's Super Power?

    Marc and Marion are back from a trip to the Wharton School in Philadelphia for an LPL Financial conference.   The theme of the discussions at the conference was how to you protect your business from competitors. How do you find what makes YOUR business unique so that other businesses can’t overtake you?  Well, we have a pretty good answer. You’ll have to listen to the full episode to find out!  A full complement of Dollars & Sense broadcasts found here.    DISCLOSURES:   During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.  Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.    Tracking #: 1128193    Dollars & Sense podcast now streaming on:  Spotify  iHeartRadio  Apple Podcasts, previously known as iTunes  Google Podcasts  TuneIn + Alexa  Pandora  PodBean

    16 min

  3. Jun 18 ·  Video

    Home Buying Hacks for Retirees

    As they approach retirement or are already across the finish line, we’ve noticed that more and more of our clients are looking to sell their homes and move into a condo or townhome. And while that typically wouldn’t be an issue for retirees who own their home completely, there actually are quite a few hoops they may have to jump through. On this week’s edition of Dollars & Sense, Marc and Marion discuss the difficulty of securing a home loan as a retiree, why many retirees are looking into home loans at all, and whether moving is actually a good choice in retirement.   A full complement of Dollars & Sense broadcasts found here.   DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you. Tracking #: 1125501

    18 min

  4. Jun 12 ·  Video

    Planning Through Uncertainty: What Really Matters Right Now

    Marc is joined by Christian this week for a timely conversation about what’s happening in the world—from global conflict and rising gas prices to ongoing shifts in the market. Together, they explore how today’s headlines and media coverage can influence perception, while recognizing that everyone’s financial situation is unique. Drawing from real conversations with clients who are actively absorbing the news cycle, they discuss the importance of focusing on what you can control, especially during uncertain times, and how to build a financial plan that aligns with your individual goals and circumstances. Join Marc and Christian as they break down current events, provide perspective on the information shaping investor behavior, and offer practical guidance on creating a financial plan that’s tailored to you in this week’s episode.   A full complement of Dollars & Sense broadcasts found here.   DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.   Tracking #: 1122528   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    16 min

  5. Jun 5 ·  Video

    Getting Serious About Your Financial Future

    Marc is joined by Marion this week for a thoughtful conversation about the current direction of the markets, the influence of media narratives, and the role AI speculation is playing in investor sentiment. Together, they unpack why what you hear in the news isn’t always impacting the market the way you might expect, helping listeners better understand the bigger picture behind today’s headlines. They discuss how technologies like AI—can shape perception without always driving real market movement, and why at Freedman Financial they avoid picking individual stocks when building long-term financial plans. By focusing on fundamentals and disciplined strategy, they offer practical insight into what it truly means to invest with purpose and clarity. Join Marc and Marion as they cut through the noise, bring perspective to today’s market environment, and highlight what really matters when it’s time to get serious about your financial planning in this week’s episode.   A full complement of Dollars & Sense broadcasts found here.   DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.   Tracking #: 1119612   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    17 min

  6. May 28 ·  Video

    Understanding Early-Stage Investing

    Marc is joined by Marion this week for an engaging conversation about SpaceX, stocks, and the world of startups. Together, they break down common mistakes investors make and explore what it means to get in on early-stage opportunities, helping listeners better understand how to approach investing with clarity and confidence. They discuss how evaluating young companies, understanding risk, and thinking long-term can impact your financial future. By simplifying concepts like buying shares and ownership in a company, they offer practical insight in a way that’s easy to follow—no matter your level of experience. Join Marc and Marion as they bring clarity to investing fundamentals and highlight what to watch for when stepping into the world of stocks and startups in this week’s episode.   A full complement of Dollars & Sense broadcasts found here.   DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.   Tracking #: 1115324   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    15 min

  7. May 21 ·  Video

    2026 Shred

    Marc is joined by Christian this week for an insightful conversation about their upcoming SHRED event and the role it plays in maintaining financial organization. Together, they walk through the types of documents that are safe to discard—and those that are essential to keep—helping listeners better understand how to manage sensitive financial records with confidence. They discuss how staying organized can reduce risk, prevent identity theft, and simplify long-term financial planning. By breaking down what to keep, what to shred, and why it matters, they offer practical guidance for navigating financial paperwork at every stage. Join Marc and Christian as they bring clarity to what you can let go of—and what you should hold onto—in this week’s episode.   A full complement of Dollars & Sense broadcasts found here.   DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.   Tracking #: 1112674   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    13 min

  8. May 14 ·  Video

    Navigating Life’s Changes Through Strategic Planning

    Marion is joined by Christian this week for a thoughtful conversation on why financial planning is never a one-and-done process. Together, they explore how even the most well-constructed plans can evolve as life unfolds—often in ways we don’t anticipate—requiring ongoing adjustments and a flexible approach. They discuss how different life stages bring shifting priorities, changing lifestyles, and new financial considerations, all of which play a critical role in shaping long-term plans. By looking beyond static strategies, they highlight the importance of staying engaged and adaptable through every phase. Join Marion and Christian as they bring perspective to the ever-evolving nature of financial planning.   A full complement of Dollars & Sense broadcasts found here.   DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.   Tracking #: 1107610   Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

    14 min
See All (100)

Ratings & Reviews

5
out of 5
6 Ratings

About

Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.

Information

  • Creator
    Freedman Financial
  • Years Active
    2013 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2012-2022 Marc Freedman. All rights reserved.
  • Show Website
    Dollars & Sense