HeyJaredDollars & Sense
Financial Advice in a Language You Can Understand® from Marc Freedman and the Freedman Financial team in Peabody, MA.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Why It's Time to Revisit Your Financial Plan (opens the original)
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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 client stories, they explore how changing careers, growing families, unexpected opportunities, and shifting priorities can all influence your financial future. Join Marc and Christian as they share why re
Howdy Partner, Christian Gets a Big Promotion (opens the original)
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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 the firm, the values that continue to drive its success, and what lies ahead for the future. Join Marc and Christian for an inside look at the people, growth, and vision behind Freedman Financial in thi
A Smarter Way to Make Financial Decisions (opens the original)
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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 they approach these big financial decisions, drawing on years of experience, real-world lessons, and thoughtful planning. It's an inside look at how smart strategies are built, not from predictions or he
The Scam That Almost Worked (opens the original)
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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 from helping families navigate situations like these helped stop the fraud before real damage was done. The reality is that scammers are getting more convincing every day. That's why knowing what to look for c
Why Financial Planning Still Comes First (opens the original)
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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, Freedman Financial continues to believe that comprehensive, holistic financial planning is the foundation of its approach. What does that mean for our clients and the families we serve? How does a holistic
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