100 episodes

Dollars & Sense: Financial Advice in a Language You Can Understand

freedmanfinancial Dollars & Sense

    • Education
    • 5.0 • 6 Ratings

Dollars & Sense: Financial Advice in a Language You Can Understand

    • video
    04-25-2024 Dollars & Sense, Book Your Flight, Pack Your Bags, and Enjoy Traveling

    04-25-2024 Dollars & Sense, Book Your Flight, Pack Your Bags, and Enjoy Traveling

    If you’re looking for financial advice in a language you can understand, then you don’t want to miss out on our weekly Dollars & Sense video podcast. We are blown away that April is wrapping up and we’re heading into May. Time seems to be flying by faster and faster each year, doesn’t it?
     
    When you’re younger and in college, you feel as if you have all the time in the world. But you’ll blink and be in your 40’s, 50’s, and 60’s wondering where did all that time go? If we still have time to do what we want to do, how are we taking advantage of that time and what are we doing with it? For us, it’s traveling and the experiences we get to indulge in.
     
    Tune in to this week’s episode of Dollars & Sense as Marc and Marion explain why it’s important to discuss your retirement needs, wants, and goals with your financial advisor, 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 #: 570844
     
    Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

    • 24 min
    • video
    04-18-2024 Dollars & Sense, I Scream, You Scream, We All Scream from Taxes!

    04-18-2024 Dollars & Sense, I Scream, You Scream, We All Scream from Taxes!

    Marc and Marion are back in action for this week’s Dollars & Sense video podcast. It’s been a jam packed few weeks –everyone hopefully filed their taxes, school was out this past week for Spring Break, the Boston Marathon was on Monday, the Red Sox lost another game, and we’ve enjoyed some really nice spring weather!
     
    Tax season has finally wrapped up. Our team received a lot of calls with a similar tax question this year… *drum roll*….
     
    “Why did I owe so much?!”
     
    Who’s to blame for the hike in what you owe? You may think it’s your accountant’s fault, but we have to say, that’s rarely the case.
     
    Tune in to this week’s episode of Dollars & Sense as Marc and Marion explain why you may have owed more money to the IRS this year, 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 #: 567854
     
    Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

    • 19 min
    • video
    04-11-2024 Dollars & Sense, Surprise!! You Don’t Know What You Don’t Know!

    04-11-2024 Dollars & Sense, Surprise!! You Don’t Know What You Don’t Know!

    Join us for this week’s Dollars & Sense video podcast as our Director of Financial Planning, Christian Karcher, joins Executive Vice President and Partner, Marion Gilman, to kick off Financial Literacy Month!
     
    In this episode, we'll dive into essential tips and strategies to help you take control of your finances and work towards building a secure financial future. Whether you're looking to save more, invest wisely, or simply improve your financial knowledge, this podcast is packed with valuable insights to empower you on your financial journey.
     
    Tune in to this week’s episode of Dollars & Sense as Marion and Christian provide our younger listeners with powerful financial literacy insights, 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 #: 565019
     
    Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

    • 15 min
    • video
    04-04-2024 Dollars & Sense, Wallet Wisdom: Young Adult Finance 101

    04-04-2024 Dollars & Sense, Wallet Wisdom: Young Adult Finance 101

    Join us for this week’s Dollars & Sense video podcast as our Director of Financial Planning, Christian Karcher, joins Executive Vice President and Partner, Marion Gilman, to kick off Financial Literacy Month!
     
    In this episode, we'll dive into essential tips and strategies to help you take control of your finances and work towards building a secure financial future. Whether you're looking to save more, invest wisely, or simply improve your financial knowledge, this podcast is packed with valuable insights to empower you on your financial journey.
     
    Tune in to this week’s episode of Dollars & Sense as Marion and Christian provide our younger listeners with powerful financial literacy insights, 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 #: 562066
     
    Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

    • 16 min
    • video
    03-29-2024 Dollars & Sense, What Are Your Expectations in Retirement?

    03-29-2024 Dollars & Sense, What Are Your Expectations in Retirement?

    It’s no secret that retirement and expectations surrounding it have changed a lot over the years. Marion’s grandfather was one of the first to pay into social security when it came about during his working years. At the time, you could start collecting at the retirement age of 65 with the expectation that you wouldn’t live much longer since that was the life expectancy back then. It’s crazy to think how much things have changed over the last 90 years. Nowadays, people are still expecting to retire at age 65…but is that realistic?
     
    Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about retirement expectations in today’s day and age, 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 #: 559081
     
    Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

    • 19 min
    • video
    03-21-2024 Dollars & Sense, How Acting as a Fiduciary Benefits You

    03-21-2024 Dollars & Sense, How Acting as a Fiduciary Benefits You

    If you’re looking for financial advice in a language you can understand, then Dollars & Sense is the perfect podcast for you.
     
    It’s always interesting to us how many folks think that a financial advisor primarily talks about how best to invest your money. We’re here to bust that myth because that’s not really what we do at Freedman Financial. Now don’t get us wrong, we do invest money, and might we add, we pay close attention to what we invest that money in. However, that is not the main focus of our conversations with clients because we like to take a much more holistic view of your life and your financial situation.   
     
    Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about how acting as a fiduciary can benefit you, 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 #: 556740
     
    Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

    • 15 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

Top Podcasts In Education

The Mel Robbins Podcast
Mel Robbins
The Jordan B. Peterson Podcast
Dr. Jordan B. Peterson
Small Doses with Amanda Seales
Urban One Podcast Network
Mick Unplugged
Mick Hunt
TED Talks Daily
TED
The Rich Roll Podcast
Rich Roll