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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

06-26-2022 Dollars & Sense, Answering Listener’s Questions

6/26/2022
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 tickets are through the roof! Who is to blame for the economic mess...

Duration:00:56:30

06-19-2022 Dollars & Sense, Best (and Worst) Financial Advice From Dad

6/19/2022
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 mean for the economy, and should long-term investors be...

Duration:00:57:47

06-12-2022 Dollars & Sense, Who’s to Blame for the State of Our Economy?

6/12/2022
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 important to remember investing is not a get-rich-quick scheme....

Duration:00:56:11

05-22-2022 Dollars & Sense, How to Make Rational Investment Decisions During Emotional Times

5/22/2022
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 going up and down is just one of the many challenges we will face...

Duration:00:56:51

05-15-2022 Dollars & Sense, Market Turbulence, Rising Interest Rates, & Skyrocket Inflation

5/17/2022
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 questions: What is contributing to marketing volatility? Are we...

Duration:00:58:57

05-08-2022 Dollars and Sense, Mother’s Day Special ft. Laura Freedman

5/8/2022
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 the best quality items. Better quality items last longer and will...

Duration:00:55:18

05-01-2022 Dollars & Sense, Questions You Should Ask to Prepare for Retirement

5/1/2022
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? SEGMENT 3: (25:22) Am I going to spend money the same way in...

Duration:00:58:26

04-24-2022 Dollars & Sense, Financial Literacy Month

4/24/2022
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 paradigm of keeping cash has changed. SEGMENT 2: (16:48) What is...

Duration:01:00:51

04-10-22 Dollars & Sense, Capital Gains Resulting in Unexpected Tax Payment

4/10/2022
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 and housing prices. SEGMENT 4: (50:53) Listener...

Duration:01:00:07

04-03-22 Dollars & Sense, Know What Your Complete Financial Pic Looks Like?

4/3/2022
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: During Dollars & Sense with Freedman Financial, your host, Marc...

Duration:00:42:10

03-06-22 Dollars & Sense, Long Term Impact Due to Geopolitical Events

3/6/2022
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://www.youtube.com/channel/UCpHA66weGt-2yyETrfeDAyg] SEGMENT...

Duration:00:58:37

02-20-22 Dollars & Sense, Russia’s impact on the market; Let’s control what we can

2/20/2022
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. Special episode additions: NONE! Tracking #1-05242059 _______ A full complement of Dollars & Sense broadcasts is found here. #Enjoy Tracking #1-05242059 Learn more about Marc and Freedman Financial at: https://www.freedmanfinancial.com/ Listen to the Dollars & Sense podcast:...

Duration:00:58:17

02-13-22 Dollars & Sense, Couples & Money. Special guest, Laura, Marc’s wife.

2/13/2022
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 questions. Laura shares some dubious advice. [wink, wink] SEGMENT #3:...

Duration:00:59:42

02-06-22 Dollars & Sense, 10th Anniversary Show streamed LIVE, with Marc, Marion & Christian

2/6/2022
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 & Sense found its way to NorthShore 104.9. SEGMENT 2: (17:46) Christian...

Duration:00:59:12

1-23-22 Dollars & Sense, Traveling in a World of Covid, with Guest Rick Carlson

1/23/2022
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 Covid’. What you can expect and an insight into the extreme safety...

Duration:00:59:23

1-16-22 Dollars & Sense, Market volatility is Normal. Be rational during emotional times.

1/16/2022
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 markets drop. Remember that you’re investing for the long term. Here’s a...

Duration:00:57:41

12-19-21 Dollars & Sense, Christian joins Marc: Holding Ourselves Accountable

12/19/2021
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 Christian Karcher, the Director of Financial Planning at Freedman Financial joins Marc to discuss the importance of us holding ourselves accountable for all...

Duration:00:58:46

12-12-21 Dollars & Sense, Marion joins Marc: Focus on your time horizon, not the choppy waters

12/12/2021
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. This week Marion Gilman joins Marc to discuss how you can best position yourself for your financial future... the takeaway… ‘Focus your sights on your time horizon...

Duration:00:58:49

12-05-21 Dollars & Sense, Holiday Gift Budget & When is Your Investment a Taxable Event?

12/5/2021
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 asks, ‘What is your holiday budget?’ And wonders if you are buying thoughtfully by way of performing ‘creative’ price comparison shopping strategies?...

Duration:00:57:25

11-21-21 Dollars & Sense, Rules for Gifting Money… Gift Tax, Capital Gains, UGMA vs. UTMA

11/21/2021
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. Marc shares many of the important rules surrounding ‘gifting money’. You need to know what happens in advance of the gifting. Gift by way of a charitable...

Duration:00:58:33