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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-life…
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…

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 fro…
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…
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…
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