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.
5-6-18 Dollars & Sense: State of bonds, proper investments
4-29-18 Dollars & Sense: Challenges for Investors
4-22-18 Dollars & Sense: Understanding Tax Returns, Tips for Managing Portfolio
4-15-18 Dollars & Sense: Financial Reality Checks for Young Adults
SPECIAL: Freedman Financial Celebrates 50th Anniversary, Interview with Marc Freedman
4-08-18 Dollars & Sense: Financial Education in Schools with David Florene and Marian Clancy
4-01-18 Dollars & Sense: Placing Trades in the Market IRAs and More
3-25-18 Dollars & Sense: Logistics of Succeeding in the Market
3-18-18 Dollars & Sense: Changes to Consider this Tax Season, Timeless Retirement Planning Strategies
3-11-18 Dollars & Sense: Modern Day Retirement, the Longevity Dividend
3-4-18 Dollars & Sense: Getting Value at Disney, State of the Market
2-25-18 Dollars & Sense: Marion Gillman Discusses the Benefits of Delaying Retirement
2-18-18 Dollars & Sense: State of the Market, Rebalancing your Portfolio and More
2-11-18 Dollars & Sense: Marc and Marion discuss the market fluctuations
2-04-18 Dollars & Sense: Super Bowl facts and the state of the market
1-28-18 Dollars & Sense: Marian Gilman fills in to discuss the state of the market and setting financial goals
1-21-18 Dollars & Sense: Things to consider when spending your money in retirement
1-14-18 Dollars & Sense: CPA and retirement spending considerations
12-24-17 Dollars & Sense: Tax package changes and the 5 questions to ask when choosing a financial advisor
12-17-17 Dollars & Sense: GE stock holdings situation, considerations when holdings take a hit
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