freedmanfinancial-logo

freedmanfinancial

Business & Economics Podcasts

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

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

Location:

United States

Description:

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

Language:

English

Contact:

9784917444


Episodes

09-12-21 Dollars & Sense, Reflecting on 9/11, What is Buy Fast-Sell Slow

9/12/2021
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 is LIVE this week. He reflects on his family’s 9/11 story; he was waiting at a gate at Logan to take flight 10 to San Diego when flights were grounded. He also...

Duration:01:00:57

08-29-21 Dollars & Sense Best and Worst of These Financial Times. Do right by your community.

9/1/2021
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 is live this week and joined by his business partner Marion Gilman. They talk about the Best & Worst of these financial times. They caution that a market...

Duration:00:58:53

08-22-21 Dollars & Sense: What is Enough? Well, It depends.

8/22/2021
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 is live this week. People ask, “What is enough?” A Financial Planner helps you realize… What Enough Means to you. Not by addressing an isolated money issue, but...

Duration:01:00:12

8-15-21 Dollars & Sense: Guidance on ‘How to Hire a Financial Planner’

8/15/2021
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 is live this week. Marc devotes this broadcast to answering one question: “How to Hire a Financial Planner.” Marc gives guidance on how to find and then hire a...

Duration:00:56:25

8-08-21 Dollars & Sense: Why you need a Financial Quarterback on your team

8/8/2021
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 is live this week and asks the question: ‘Do you have an investment person, or do you have a financial planner?’ Many say that the COVID shutdown left them...

Duration:00:58:49

8-01-21 Dollars & Sense: Christian joins Marc asking How we use, plan and think about money

8/1/2021
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. Freedman Financial’s Director of Financial Planning, recently promoted Christian Karcher joins Marc this week. They ask some money questions… how you use it, how you...

Duration:00:57:54

7-18-21 Dollars & Sense: Your Monthly Expenses Are Likely Higher Than You Think

7/18/2021
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 is LIVE this week and asks: “Do you know what your monthly expenses are?” If the answer is YES, he cautions that you are likely underrepresenting that number....

Duration:01:00:46

7-11-21 Dollars & Sense: Rational Outlook Through the Lens of Freedman Financial

7/11/2021
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 is LIVE this week and shares an observation: ‘Investors have become complacent?’. He urges that You Ignore the Noise! Marc gives you an outlook through a...

Duration:01:00:46

6-27-21 Dollars & Sense: Best way to manage investments… STICK TO YOUR PLAN

6/27/2021
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 talks about how it is best to manage your investment expectations. The market will always go up and down. Time and time again STICKING TO YOUR PLAN is...

Duration:00:55:46

6-20-21 Dollars & Sense: Reality Check '1' Year After COVID Shutdown

6/20/2021
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. On this Father’s Day, Marc is joined by business partner Marion Gilman. Marc and Marion give their listeners a ‘market reality check’ one year after the COVID...

Duration:00:58:04

6-06-21 Dollars & Sense: Freedman's Christian Karcher gets married after yearlong COVID delay

6/6/2021
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 is joined by Freedman’s own Christian Karcher. After a yearlong COVID delay, Christian and Jessica get married. Today Marc and Christian chat about financial...

Duration:00:56:08

5-23-21 Dollars & Sense: Ready to Travel Yet? Buying Life Insurance? Roth IRA Conversions

5/23/2021
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 is LIVE this week. He asks if you are ready to travel yet. Do you wonder why people buy Life Insurance? Curious about a Roth IRA Conversion and if converting...

Duration:01:00:54

5-16-21 Dollars & Sense: Helping to make your financial life a little stressful

5/16/2021
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 is LIVE this week. * Marc responds to listeners’ financial questions that come into the office. Everything from ‘GRAD gifting’, travel, supply and demand,...

Duration:00:58:31

5-09-21 Dollars & Sense: Mother’s Day Edition, Marc's wife Laura joins the show

5/9/2021
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 is LIVE this week. * Marc is joined by his wife Laura, and proud Mom of their 5 fabulous kids. Laura answers and shares ‘Best MOM financial advice ever given...

Duration:00:59:44

5-02-21 Dollars & Sense: Impact of 'Financial House' disruption when spouse passes

5/2/2021
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 is LIVE this week. * Marc shares challenges some clients have gone through resulting from the unexpected loss of the family member that managed the finances....

Duration:00:57:40

4-25-21 Dollars & Sense: Reentry Time. Housing market and Cost of Borrowing Money.

4/25/2021
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 is LIVE this week. * Marc shares his plans to Reenter, Regather and Reconnect with family and friends as we get deeper into the other side of the pandemic...

Duration:00:57:25

4-11-21 Dollars & Sense: One year performance likely spectacular, 3-yr performance statement a truer gauge

4/11/2021
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 is LIVE this week. Clarifies some May tax extension questions. He also discusses how spectacular many recently received 1-year performance statements look, but...

Duration:00:59:34

3-21-21 Dollars & Sense: Marc’s son Corey shares his story of tenacity on his road to Babson

3/21/2021
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’s son Corey shares his story of perseverance, tenacity and grit on his road to Babson. Congrats Corey! #JobWellDone. He also gives a first hand...

Duration:00:59:19

3-14-21 Dollars & Sense: Stories from callers in recent weeks, sharing advice that matters

3/17/2021
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 shares the stories from folks who have called the office in recent weeks and gives some advice in a language you can understand. Maybe one of these...

Duration:00:58:02

3-07-21 Dollars & Sense Making Sense of Tax Prep, Investment Purchases, Commission Surprise

3/7/2021
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 helps you make sense of tax preparation, knowing the details of your investment purchases and the commission payout surprise or two… and more. * ***...

Duration:00:59:15