freedmanfinancial
Dollars & Sense: Financial Advice in a Language You Can Understand®
Episodes
BROADCAST: Dollars & Sense, 06/26/2022 Episode Summary: Marc is joined by his wife Laura to read listener’s questions. The answers he offers might surprise you.
SEGMENT 1: (1:54) Marc answers your questions regarding cashing out on portfolios and sitting on the sidelines until things get better. Also... what is going on with gas prices?
SEGMENT 2: (16:57) Housing prices are up, the cost of food is outrageous, and airline ticke...
BROADCAST: Dollars & Sense, 06/19/2022 Episode Summary: During the first half of the show, Marc is joined by his business partner Marion to discuss the Fed’s recent decision to increase interest rates. In the second half, Marc’s kids surprise him for Father’s Day by sharing the best and worst financial advice they have ever received from him.
SEGMENT 1: (00:49) What is the Fed going to do with interest rates, what does that m...
BROADCAST: Dollars & Sense, 06/12/2022
Episode Summary: During this episode of Dollars & Sense, Marc discusses who the REAL culprits are to blame for this new economic paradigm shift in America. You may be surprised by his thoughts.
SEGMENT 1: (1:54) For experienced investors, the fact that the market is down should not be shocking. However, new investors have not experienced the ups AND DOWNS of the market yet. It is imp...
BROADCAST: Dollars & Sense, 05/22/2022
Episode Summary: On this episode of Dollars & Sense, Marc Freedman, CFP® and Marion Gilman, CFP® continue the discussion on strategies for managing your investment portfolio in the midst of market turbulence, rising interest rates and skyrocketing inflation.
SEGMENT 1: (00:49) Investing should be a long term commitment.
SEGMENT 2: (15:30) Where did the free bread go? The stock market...
BROADCAST: Dollars & Sense, 05/15/2022
Episode Summary: Marc Freedman, CFP® and Marion Gilman, CFP® discuss strategies for managing your investment portfolio in the midst of market turbulence, rising interest rates and skyrocketing inflation.
SEGMENT 1: (00:49) Learn about some exciting changes at Freedman Financial and how to make rational investment decisions during emotional times.
SEGMENT 2: (17:02) Answering your questio...
BROADCAST: Dollars & Sense, 05/08/2022 Episode Summary: Marc is joined by his wife Laura for a special Mother’s Day broadcast. During this segment, Marc and Laura discuss the best piece of financial advice listeners have received from their mothers, aunts, and grandmas. Marc and Laura also share advice they have received from their own moms.
SEGMENT 1: (00:55) Shop smart and do your research when shopping! When you can, buy ...
BROADCAST: Dollars & Sense, 05/01/2022
Episode Summary: Marc is live in studio this week and is joined by Christian Karcher, CFP®, Director of Financial Planning. During this show, they discuss the questions you should be asking to prepare for transitioning to retirement.
SEGMENT 1: (1:18) Where do you want to travel to and live during retirement?
SEGMENT 2: (17:00) What am I going to do with my free time during retirement?
S...
BROADCAST: Dollars & Sense, 04/24/22
Episode Summary: Marc is live in studio this week. APRIL is Financial Literacy month and dedicated the entire broadcast to the subject. Marc is joined by Christian Karcher, CFP®, Director of Financial Planning, and Marion Gilman, CFP®, Executive Vice President and Partner to discuss FINANCIAL LITERACY.
SEGMENT 1: (1:18) How do people think about Money?! Christian spotlights the level the p...
BROADCAST: Dollars & Sense, 04/10/22
Episode Summary: Marc chats about his recent schooling in tequila and how some folks are surprised at their tax obligation… can you say… Capital Gains.
SEGMENT 1: (1:18) Marc discusses his ‘tequila revelation… and answers why your tax obligation for 2021 is an unexpected one for some.
SEGMENT 2: (18:17) Capital gains and taxes, can you minimize distribution?
SEGMENT 3: (35:18) Mortgage rates...
BROADCAST: Dollars & Sense, 04/03/22
Episode Summary: Marc is live in-studio and asks if you have a full picture of your financial situation… in its entirety? Without it, you don’t have a ‘financial plan’.
SEGMENT 1: (1:25) Having an investment account does not constitute a ‘financial plan’.
SEGMENT 2: (15:50) Capital gains and taxes
SEGMENT 3: (32:10) Now is the time to get serious about financial planning.
DISCLOSURES: Duri...
BROADCAST: Dollars & Sense, 03/06/22
Episode Summary: Marc is live in-studio and discusses February investment statements, the market impact caused by Geo Politics, welcomes Ryan Detrick from LPL and, ‘Going Green’ with your tax docs.
SEGMENT 1: (1:18) ‘Don’t open your February investment statements’.
SEGMENT 2: (17:34) Ryan Detrick, CMT, Senior Market Strategist from LPL joins Marc. [LPL Street View content found here: https:/...
BROADCAST: Dollars & Sense, 02/20/22 Episode Summary: Marc is live in-studio and discusses what to expect in the markets considering Russia’s military movement, and what it means to be a fiduciary.
BROADCAST: Dollars & Sense, 02/13/22
Episode Summary: Marc is joined by his wife Laura for the annual ‘COUPLES & MONEY’ broadcast, just in time for Valentine’s Day.
SEGMENT 1: (1:15) Laura shares a friend’s ‘3 couple rules’. Make and stick to a collective budget, Pay yourself first, and make sure you’re financially set before you extend help to others.
SEGMENT 2: (16:47) Listeners call in with their couple’s investment ques...
BROADCAST: Dollars & Sense, 02/06/22 Episode Summary: ‘Anniversary Show’ Celebrating 10 years of Dollars & Sense on the radio. ‘That was Then… This is Now’. Streamed live on Facebook, Marc is joined by Marion Gilman and Christian Karcher LIVE in-studio.
SEGMENT 1: (1:09) Marc is joined by Marion Gilman, Executive Vice President, and Partner at Freedman Financial. Together, they look back on 10 years and how Dollars &...
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
Rick Carlson of Cruise Planners joins Marc this week to discuss ‘Traveling in the world of...Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
This week Marc asks that everyone ‘RELAX’. What goes up, must come down. So relax when the...Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
This week Christian Karcher, the Director of Financial Planning at Freedman Financial join...Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
This week Marion Gilman joins Marc to discuss how you can best position yourself for your ...Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
This week Marc asks, ‘What is your holiday budget?’ And wonders if you are buying thoughtf...Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
Marc shares many of the important rules surrounding ‘gifting money’. You need to know what...Popular Podcasts
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