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.
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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
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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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SECURE ACT: Impact on Small Business Retirement Plan Offering (1/5/20-s2), Dollars & Sense
SECURE ACT: Impact on Wealth Transfer (1/5/20-s4), Dollars & Sense
SECURE ACT: Impact on Beneficiaries (1/5/20-s3), Dollars & Sense
1-05-20 Dollars & Sense: SECURE ACT-Setting Every Community Up for Retirement Enhancement-what it means
SECURE ACT: Impact on RMD (1/5/20-s1), Dollars & Sense
12-29-19 Dollars & Sense: Prep for being an empty nester, are you gramping?
12-22-19 Dollars & Sense: Prudent holiday spending; did you max your 401k in 2019?
12-08-19 Dollars & Sense: Living longer could impact your inheritance plans.
12-01-19 Dollars & Sense: What are your expenses? Are your kids ready for Adulting? Financial Literacy. What is a Fudiciary?
11-17-19 Dollars & Sense: What are you doing with your money every month?
11-10-19 Dollars & Sense: Ageing for Life, ‘Encore Living’, Togetherness Math
11-03-19 Dollars & Sense: Marion Gilman joins Marc for broadcast
10-27-19 Dollars & Sense: Investment Strategies and Income Streams during Retirement
10-13-19 Dollars & Sense: Empty Nesters keeping kids on the payroll-market movement and you
9-22-19 Dollars & Sense: What are you spending, the Need for an Emergency Fund
9-15-19 Dollars & Sense: Outlook for the Rest of the Year, Open Minded Retirement Planning
9-08-19 Dollars & Sense: Guest Marion Gilman-Exec VP Partner at Freedman Discussing the Market
8-18-19 Dollars & Sense: Biggest Retirement Decision, Biggest Investment Mistake, Value of Historical Performance
8-11-19 Dollars & Sense: Need for Emergency Fund, Market Volatility and the S&P 500
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