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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, the…
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 works…
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 fro…
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, F…
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-life…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Freedman Financial, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.