A Smarter Way to Make Financial Decisions
Gold. Cryptocurrency. Buying a new home.
These are some of the most common questions Marc and Marion hear, and for good reason. With so much information coming at us every day, it can be hard to know what's worth paying attention to and what's just noise. In this week's episode, they discuss how t…
Howdy Partner, Christian Gets a Big Promotion
In this week's episode, Marc sits down with Christian to discuss his journey into the financial services industry, how he got started with Freedman Financial, and the experiences that have shaped his career. They also discuss Christian's recent promotion and reflect on the growth and evolution of t…
Why It's Time to Revisit Your Financial Plan
Remember that financial plan you created 10 or 15 years ago?
There's a good chance your life looks different today than it did when you first put that plan on paper.
In this week's episode of Dollars & Sense, Marc and Christian discuss why financial planning isn't a one-time event. Through real c…
Who's The New Guy? Meet Corey Freedman!
Remember when we headed to FOCUS back in July? We brought along a special guest: our newest team member, Corey!
In this episode of Dollars & Sense, Marc sits down with Corey, who is currently in training to become an associate financial advisor with our team, to talk about his role on the team, t…
Transportation Tips for Seniors and Free Stuff at the Topsfield Fair.
Fall is in the air, which means it's time for one of Marc and Marion's favorite local traditions: the Topsfield Fair!
In this episode of Dollars & Sense, Marc and Marion sit down to talk about this year's fair, where Freedman Financial is a proud sponsor. They share what visitors can expect at var…
Stop Leaving Money on the Table: The Hidden Costs Holding Your Business Back
Summary
In this episode of Unfinished Business, Kimberly sits down with Marc Freedman, CEO of Expense To Profit, to uncover thehidden expenses quietly draining cash flow and limiting growth inside businesses of every size. After conducting more than 25,000 expense reviews and helping organizations …
Rethinking Roth Conversions
Roth conversions have become one of the most common topics Marc and Christian discuss with clients today. In this episode of Dollars & Sense, they break down what a Roth conversion is, why it can be a powerful tax-planning strategy, and the situations where it may or may not make sense.
Marc and C…
Your Tax Rate is Likely Lower than You Thought
Taxes are one of those topics that seem more complicated than they really are, and they're often the subject of some lively discussions around the office.
In this episode of Dollars & Sense, Marc and Christian break down how taxes actually work and why getting a refund or owing money at tax time …
280. The Joy Goes Both Ways: Vermont Youth Leaders in Aging with Marissa Birne
What happens when young people and older adults have meaningful opportunities to learn, volunteer, and build relationships together?
In this episode of Time for Teachership, host Lindsay Lyons talks with guest Marissa Birne about the power of intergenerational learning and her work developing Verm…
Personalized Financial Planning: Why Your Advisor Needs to Know You
Personalized financial planning begins with understanding the person behind the numbers. In this episode of Dollars & Sense, Marc and Marion explain why financial advisors need to learn about a client’s spending habits, investment accounts, family circumstances, and financial goals before making re…
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