Freedman Financial

05/29/2026

Happy #529 day!

In today's edition of our newsletter, we discuss the "superfunding" tactic for 529 accounts and much more: shttps://conta.cc/4fKXhYI

Subscribe today to receive our newsletter each Friday!

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 22| May 29, 2026 Think long term but stay ready… because blue moon opportunities can happen.

05/28/2026

🚀 New Dollars & Sense Episode 🎙️

Marc is joined by Marion for a lively discussion on SpaceX, stocks, and the startup world.

They break down common investing mistakes, explain how early-stage opportunities work, and simplify what it really means to own shares in a company.

Whether you’re new to investing or looking to sharpen your strategy, this episode delivers clear, practical insights to help you think long-term and invest with confidence.

🎧 Tune in now!

05/27/2026

We’ve got exciting news to share - Marc was featured this week on LPL Financial’s “If You Could with Matt & Taryn” podcast! 🎙️✨

🔥 Don’t miss the episode: “Reinventing Succession: How Marc Freedman Rewrote the Rules” — it’s a must-listen for anyone thinking differently about the future of their business.

👉 Tune in now:

Podcast Episode · If You Could with Matt & Taryn · May 27 · 30m

05/22/2026

Is it time to rebalance your emergency fund? 💰🔄

That’s the main story in this week’s newsletter! 📰✨

Read the story and subscribe here 👉 https://conta.cc/4dG2myV 🚀📩

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 21| May 22, 2026 Freedman Financial Will Be Closed Monday, May 25 in Honor of Memorial Day

05/21/2026

Thank you to EVERYONE who stopped by on Saturday for our annual ! 🎉🗂️

We’ve been hosting this event for more than a decade, and every year we’re thrilled to see how many of our clients, friends, and families enjoy it just as much as we do! 💙

Your support means everything to us — we can’t wait to do it all again next year! 🙌✨

05/21/2026

📄✨ What should you keep—and what can you safely shred?

This week on Dollars & Sense, Marc is joined by Christian to break down the essentials of financial organization following our Shred Day event. From protecting yourself against identity theft to simplifying long-term planning, they cover exactly how to manage your sensitive documents with confidence.

Tune in for practical tips on decluttering your paperwork the smart way. 🎧

05/20/2026

When Oil Hits This Price, Everyone Is Happy 🛢️😄

05/18/2026

Our annual Shred Day on Saturday was quite the event! 🎉📄

We had clients, friends, family, and new faces showing up all day to say goodbye to their old paperwork 🗂️ and hello to our team 👋

Thank you to ALL of you who came out to enjoy the beautiful weather ☀️ and, most importantly, the paper destruction 🔥🧾✂️

Until next year… 🙌

05/18/2026

Did you see that our annual scholarship winner was announced earlier this month?

You can read Penelope's entry essay here: https://www.freedmanfinancial.com/penelope-riggsfreedman-financial-2026-scholarship-winner-congratulations

05/15/2026

TOMORROW! 🗓️

Join us for our annual Shred Day, a safe and easy way to get rid of sensitive documents. 📅

⏰ The action starts at 9:00 a.m. and goes through noon

✅ Unlimited shredding
✅ Open to clients, friends, & family

Bring your old tax returns, statements, and paperwork—we’ll handle the rest: https://www.freedmanfinancial.com/freedman-financial-events

See you there!