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 isn't necessarily a reflection of your accountant's work. They explain how tax withholding throughout the year plays a major role in determining your final tax outcome and why the tax system is essentially designed as a checks-and-balances process.
Whether you're celebrating a refund, writing a check to the IRS, or simply trying to better understand where your money goes, Marc and Christian offer practical insights to help make tax season a little less confusing.
#DollarsAndSense #FinancialPlanning #Retirement Planning #PersonalFinance #FinancialAdvisor #FinancialServices #MeetTheTeam
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A full complement of Dollars & Sense broadcasts found here: https://freedmanfinancial.podbean.com/
You can also find our Dollars & Sense episodes streaming on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/freedmanfinancial/id605811046 TuneIn + Alexa: http://tun.in/pkkKg Pandora: https://www.pandora.com/podcast/dollars-and-sense/PC:67502
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LPL Tracking #: 1190270
Disclosures:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
9 Oct 2026
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 Christian explain the key differences between traditional IRAs, Roth IRAs, and 401(k)s, while helping listeners understand the tax implications in plain, easy-to-follow language. Whether you're considering a Roth conversion or simply looking to make more informed retirement planning decisions, this episode offers practical insights to help you evaluate your options with confidence.
#DollarsAndSense #FinancialPlanning #Retirement Planning #PersonalFinance #FinancialAdvisor #FinancialServices #MeetTheTeam
_____________
A full complement of Dollars & Sense broadcasts found here: https://freedmanfinancial.podbean.com/
You can also find our Dollars & Sense episodes streaming on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/freedmanfinancial/id605811046TuneIn + Alexa: http://tun.in/pkkKgPandora: https://www.pandora.com/podcast/dollars-and-sense/PC:67502
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LPL Tracking #: 1186727
Disclosures:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
2 Oct 2026
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 various booths, highlight some of the contests, food, and attractions they're most looking forward to, and discuss the free giveaways available throughout the event.
They also shift gears to cover an important topic for older adults: transportation. As they explore alternative ways to stay mobile and connected, Marc and Marion share practical tips for navigating transportation safely and confidently as we age.
#DollarsAndSense #FinancialPlanning #Retirement Planning #PersonalFinance #FinancialAdvisor #FinancialServices #MeetTheTeam
_____________
A full complement of Dollars & Sense broadcasts found here: https://freedmanfinancial.podbean.com/
You can also find our Dollars & Sense episodes streaming on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/freedmanfinancial/id605811046TuneIn + Alexa: http://tun.in/pkkKgPandora: https://www.pandora.com/podcast/dollars-and-sense/PC:67502
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LPL Tracking #: 1182569
Disclosures:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
17,737
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
6 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 59 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
62
Social presence
0
YouTube
72
Engagement
68
Contact freedmanfinancial
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about freedmanfinancial
Who hosts freedmanfinancial?
Marc Freedman and Marion and Christian host the show. Published by Freedman Financial.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does freedmanfinancial take guests?
Yes. Guests have been identified in episode analyses.
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