freedmanfinancial Dollars & Sense

What if someone sued you tomorrow? Are you prepared? 
 
While serving on jury duty, our director of financial planning, Christan Karcher realized how unexpected legal liabilities can profoundly impact both individuals and institutions. This sparked a broader conversation about the importance of having robust contingency plans in place, not just for professional liabilities but also for personal risks like accidents or lawsuits. 
 
In our latest episode, we dive deep into the often-overlooked realm of contingency planning in financial management. 
 
Tune in to this week’s episode of Dollars and Sense as Marc and Christian share practical insights into how to safeguard your financial well-being against unforeseen circumstances. Whether you’re a seasoned investor or new to financial planning, understanding these nuances can make a significant difference in securing your financial future. You don’t want to miss this one! 
 
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 #: 606299 
 
Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean 

You’re in for a treat this week as Marion Gilman and Christian Karcher team up to provide you financial advice in a language you can understand during this week’s episode of Dollars & Sense.
 
I don’t know if you’ve noticed, but back-to-school supplies are filling the shelves and summer is almost over! For those of you who have children, it may be time to start thinking about private school or college tuition. It’s no secret that the cost of tuition continues to climb, making it as important as ever to begin planning for it now. 
 
Tune in to this week’s episode of Dollars & Sense as Marion and Christian explain the importance of education planning and the value of 529 plans, all in a language you can understand.
 
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 #: 603993
 
Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

Have you ever questioned financial “facts” you’ve heard or seen over the years?  
Today, we dive deep into the misconceptions that often cloud financial decision-making. Whether you're preparing for retirement, navigating investments, or safeguarding your family's financial future, understanding these myths are essential.  
Tune in to this week’s episode of Dollars and Sense as Marc and Marion unravel these misconceptions, providing clarity and empowering you with knowledge to make informed financial choices. Don't miss this opportunity to enhance your financial literacy and take control of your financial journey.  
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 #: (please add tracking number) 
 
Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean 
 

Have you ever had your retirement plans unexpectedly disrupted? 
A common concern among many of our clients is the unforeseen events that can derail retirement dreams. Whether it's a sudden layoff after years of dedicated service or health challenges that force an early exit from the workforce, these disruptions can be emotionally and financially overwhelming. 
Tune in to this week’s episode of Dollars and Sense as Marc and Marion discuss real-life scenarios and how working with certified financial planners can provide peace of mind and ensure you're prepared for any twist life may throw your way.  
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 #: 598404 
 
Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean 

Got cash sitting in your bank?
In our latest podcast episode, we’re diving deep into the crucial topic of maximizing your cash with higher interest rates and smarter financial strategies.
Whether you’re exploring high-yield interest accounts, money market funds, or other attractive options, we’ll walk you through the pros and cons, helping you make informed decisions about your financial future.
Tune in to this week’s episode of Dollars and Sense as Marc and Christian discuss practical tips to consolidate and optimize your cash holdings, ensuring your savings are working harder for you. Don’t miss out on valuable insights that can simplify your financial life and set you on the path toward long-term financial security!
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 #: 595440
 
Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean
 

Curious about bonds in your portfolio? With the stock market seeing ups and downs recently, many people are asking why bonds are still important. 
In our latest episode, we dive deep into the role of bonds, how they contribute to a balanced investment strategy, and why they might be crucial for your financial goals. We'll also explore the role of bonds as an income contributor and their importance in providing comfort and stability, especially as you approach retirement age.  
Tune in to this week’s episode of Dollars and Sense as Marc and Marion lead an insightful discussion that can help you make informed decisions about your investment strategy! 
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 #: 592407 
 
Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean