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…
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…
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…
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…
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…
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…
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…
Marc is joined by Marion this week to answer some of the most common questions they’ve been hearing from clients about financial marketing, media messaging, and how to become a more informed consumer.…
Investments are only one piece of your financial picture. In this episode of Dollars & Sense, Marion & Christian explore how life insurance fits into a retirement strategy, the difference between term…
Marc is joined by Marion this week for a reflective conversation following America’s 250th birthday celebration, using the milestone as an opportunity to look at how much has changed—and how much has…
