Freedman Financial

07/23/2026

🎙️ Are you in control of the financial messages competing for your attention?

This week on Dollars & Sense, Marc and Marion break down the marketing tactics behind financial ads, promotions, and media headlines, helping you become a more confident and informed consumer.

Tune in now!

07/22/2026

Got bank accounts scattered everywhere... even at a bank 50 miles from home? 😅

Let's talk about simplifying your financial life.

07/22/2026

What was once our weekly radio show is now our hit podcast, delivered to you EVERY week.

You can subscribe to Dollars & Sense here or on your favorite podcast app: https://www.freedmanfinancial.com/our-radio-show

07/19/2026

Happy ! 🍦🎉

Is anyone else already getting excited for our annual trip to Putnam Pantry this fall?? 🍂🍨😁

🔗: https://www.freedmanfinancial.com/ice-cream-social

07/17/2026

As we enter the second half of 2026, our outlook remains encouraging for long-term investors. Despite challenges including geopolitical tensions, fluctuating energy prices, a new Federal Reserve chair, and ongoing market uncertainty, both the economy and stock market have shown impressive resilience.

Read our entire Midyear Outlook in this week's newsletter: https://conta.cc/4wSbOaw

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 29| July 17, 2026 Keep Your Financial Outlook Bright Midyear Market Outlook 2026: Policy,

07/16/2026

💡 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 differences between term and permanent coverage, and whether your insurance still serves a purpose as you move into the second half of life.

🔍 Learn how to evaluate what you have today, understand your options, and determine whether your coverage continues to support your long-term goals and retirement plans.

🎧 Tune in for practical insights to help you make informed financial decisions with confidence.

07/14/2026

Are you signed up to Planning Pointers?

If not, there is no better time than the present. You can sign up at the bottom of ANY page on our website: https://www.freedmanfinancial.com/

07/10/2026

Everything you need to know about Trump Accounts and... a member of the Freedman family is getting MARRIED!

Catch up on all of it in this week's newsletter: https://conta.cc/4pio8yb

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 28| July 10, 2026 Love is the Best Long-Term Investment Trump Accounts for Kids Time is on

07/09/2026

🎙️🇺🇸 This week on Dollars & Sense, Marc & Marion reflect on America’s 250th birthday, exploring how society, technology, and financial thinking have evolved across generations.

📱💡 They challenge common money myths 💰, discuss enduring financial habits, and share practical insights to help you build a strategy that balances timeless wisdom with today’s realities 🚀.

07/08/2026

🎉 This month, Marc is celebrating an incredible milestone—35 years with LPL Financial and !

Since joining the firm in 1991, Marc has spent three-and-a-half decades helping clients navigate their financial journeys while making a lasting impact on colleagues, clients, and the firm itself.