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. In addition to the sadness felt and necessary planning required, imagine realizing that the road to asset transfer is by way of probate? So, is your financial house prepared for a sudden loss? Marc shares what you need to know.*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you would like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.
Tracking# 1-05140082
07-27-2023 Dollars & Sense, Igniting Impact: The Power of Consistent Messaging
7-20-23 Dollars & Sense, Busting Myths About Taxes in Retirement
Dollars & Sense, Travel Tips for Retirees
07-07-2023 Dollars & Sense, Planning for the Long-Term
6-29-2023 Dollars & Sense, Interview Questions for a Financial Advisor
06-22-2023 Dollars & Sense, Are You Prepared for the Death of a Loved One?
Dollar & Sense, Beyond the Glitter: Decoding the Fascination with Gold
06-08-2023 Dollars & Sense, Slay the Subscription Monster
06-01-2023 Dollars & Sense, Savings Rates in America Have Grown Tremendously
05-25-2023 Dollars & Sense, What Keeps You Up at Night?
5-18-2023 Dollars & Sense, Finding a Financial Advisor That Makes Sense for You
5-11-2023 Dollars & Sense, Is It Worth Keeping Up With the Joneses?
05-04-2023 Dollars & Sense, What’s Up with the Debt Ceiling Babble?
04-27-2023 Dollars & Sense, When is the Right Time to Invest?
04-20-2023 Dollars & Sense, Why Parents are Still Paying for their Adult Children’s Costs
04-13-2023 Dollars & Sense, Announcement on Inflation
4-6-2023 Dollars & Sense, U.S. Government Saves SVB and Time’s Ticking to Pay Uncle Sam
03-30-2023 Dollars & Sense, Short-term Performance and Your Retirement Account Beneficiaries
03-23-2023 Dollars & Sense, What the SVB Failure Means and the Media’s Role
03-16-2023 Dollars & Sense, Time to Check Your Bank Accounts!
Create your
podcast in
minutes
It is Free
The No-Frills Teacher Podcast
Heal, Survive & Thrive!
Summarize | رادیو سامرایز
The Jordan B. Peterson Podcast
The Mel Robbins Podcast