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Why do people continue carrying credit card balances when they have the cash to pay them off? In this week's episode of Dollars & Sense, we explore why so many people continue carrying credit card balances even when they have more than enough money in savings to pay them off. Using a real-lif‮…
In the latest episode of Dollars & Sense, recorded from sunny San Diego, the Freedman Financial team shares their biggest takeaways from Focus 2026. As they reflect on the conference, one theme stands out: while many advisors have different styles in the approach they take with their clients, ‮…
Marion is joined by Christian this week to discuss one of the most important milestones in financial planning: preparing for retirement. While many people focus on the excitement of leaving work, they often overlook the critical steps that should be taken before making the transition. Together, th‮…
Marc is joined by Christian this week to discuss one of the newest developments in retirement planning: the Trump Account, a new type of savings account designed to help children and grandchildren under the age of 18 begin building wealth for the future. Together, they explore how the account work‮…

The Scam That Almost Worked

Would you recognize a financial scam before it's too late? In this episode of Dollars & Sense, Marc and Marion share a story of a client who came alarmingly close to becoming victims of a sophisticated scam. Fortunately, a few warning signs, some quick action, and the experience that comes fr‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Freedman Financial, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.