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freedmanfinancial

freedmanfinancial

Education

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

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

2022-02-06
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BROADCAST: Dollars & Sense, 02/06/22Episode Summary: ‘Anniversary Show’ Celebrating 10 years of Dollars & Sense on the radio. ‘That was Then… This is Now’.  Streamed live on Faceboo...

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 Karcher, Director of Financial Planning at Freedman Financial joins Marc & Marion LIVE.

SEGMENT 3: (37:07) Financial Planning is Planning for the Individual, and what that truly means.

SEGMENT #4: (52:10) Outlook for the next 10 years.

Special episode additions:  Shout-outs from Todd Tanger, Northshore 104.9 Owner/General Manager; Barry Freedman, founder of Freedman Financial, Marc’s Dad and now retired; Dan Arnold, President & CEO of LPL Financial and Karen Nascembeni, General Manager, NorthShore Music Theater. #WeAreGrateful

Learn more about Marc and Freedman Financial at: https://www.freedmanfinancial.com/
Listen to the Dollars & Sense podcast:
https://www.freedmanfinancial.com/our-radio-show-dollars-and-sense

Don’t forget to sign-up for our weekly newsletter, Planning Pointers:
Sign-up found at the bottom of every page at: https://www.freedmanfinancial.com/

If you have a question or a topic that you would like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

--

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. &nubs;

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

Tracking #1-05242059

_________________________

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.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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More Episodes

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

2022-06-26 78

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

2022-06-19 64

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

2022-06-12 55

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

2022-05-22 68

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

2022-05-17 41

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

2022-05-08 45

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

2022-05-01 38

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

2022-04-24 45

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

2022-04-10 38

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

2022-04-03 43

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

2022-03-06 60

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

2022-02-20 49

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

2022-02-13 55

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

2022-01-23 59

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

2022-01-16 46

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

2021-12-19 69

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

2021-12-12 64

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

2021-12-05 38

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

2021-11-21 71
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