Freedman Financial

06/24/2026

💡 Are money myths holding you back?

Discover 6 common misconceptions that could be limiting your wealth—and how to rethink them:
https://www.freedmanfinancial.com/blog/6-money-myths-that-are-limiting-your-wealth-1

06/21/2026

She’s truly one of a kind to our office, our families, and our clients! 💖✨

Please join us in wishing a VERY happy birthday to Marion!! 🎉🎂🥳🎈🎁💐

06/20/2026

This past week, Marc and Marion attended the LPL Financial Business Leaders Forum held at the Wharton School in Philadelphia, PA 🎓🏙️

They’ll be diving deep into their experience from the forum on our next edition of Dollars & Sense! 💬

06/19/2026

06/18/2026

🏡 Downsizing in retirement? It’s not always easy.

On this week’s Dollars & Sense, Marc & Marion break down why getting a home loan in retirement can be tricky—and whether moving even makes sense.

🎧 Listen now!

06/17/2026

Think your data may be at risk? 🔐

Learn what to watch for—and what steps to take—if your information has been compromised:
https://www.freedmanfinancial.com/blog/has-your-data-been-compromised-heres-what-to-know-and-what-to-do

06/12/2026

Our weekly newsletter is out! Have you read it yet?

If you aren't receiving this in your inbox each Friday, make sure to subscribe: https://conta.cc/4xfoHfP

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 24| June 12, 2026 Turn Up the Heat on Smart Financial Planning Mortgages in Retirement Perh

06/11/2026

Headlines are loud—but your financial plan should be personal 📣💼

Marc & Christian break down today’s news 🌍, what it means for investors 📊, and why focusing on what you can control matters most in this week's episode of Dollars & Sense 🎯

🎧 Tune in for perspective—and a plan built around you.

06/10/2026

Mid-year is the perfect time for a financial check-in ✅

See why a mid-year review can help keep your goals on track:
https://www.freedmanfinancial.com/blog/the-importance-of-a-mid-year-financial-review

06/05/2026

🎙️ New Dollars & Sense!

Marc and Marion break down today’s market headlines—what’s real, what’s noise, and how AI speculation is shaping investor sentiment. 🧠📊

Tune in to learn why the news doesn’t always move markets, and how a disciplined, long-term strategy can keep you focused on what truly matters.

👉 Listen now: