Dollars & Sense

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 stayed the same—over the generations. Together, they discuss the rapid pace of modern life, how technology has transformed the way news and information spread, and the growing differences in opinions...

Marc is joined by Marion this week for a timely conversation as we approach the midpoint of the year and look ahead to America’s 250th anniversary. Together, they reflect on how global events—like the World Cup—have a unique way of bringing people together, creating space for a wide range of perspectives and shared experiences across cultures. They explore how narratives around politics and econom...

Marc and Marion are back from a trip to the Wharton School in Philadelphia for an LPL Financial conference.   The theme of the discussions at the conference was how to you protect your business from competitors. How do you find what makes YOUR business unique so that other businesses can’t overtake you?  Well, we have a pretty good answer. You’ll have to listen to the full episode to find out!  A...

As they approach retirement or are already across the finish line, we’ve noticed that more and more of our clients are looking to sell their homes and move into a condo or townhome. And while that typically wouldn’t be an issue for retirees who own their home completely, there actually are quite a few hoops they may have to jump through. On this week’s edition of Dollars & Sense, Marc and Mari...

Marc is joined by Christian this week for a timely conversation about what’s happening in the world—from global conflict and rising gas prices to ongoing shifts in the market. Together, they explore how today’s headlines and media coverage can influence perception, while recognizing that everyone’s financial situation is unique. Drawing from real conversations with clients who are actively absorbi...

Marc is joined by Marion this week for a thoughtful conversation about the current direction of the markets, the influence of media narratives, and the role AI speculation is playing in investor sentiment. Together, they unpack why what you hear in the news isn’t always impacting the market the way you might expect, helping listeners better understand the bigger picture behind today’s headlines. T...

Marc is joined by Marion this week for an engaging conversation about SpaceX, stocks, and the world of startups. Together, they break down common mistakes investors make and explore what it means to get in on early-stage opportunities, helping listeners better understand how to approach investing with clarity and confidence. They discuss how evaluating young companies, understanding risk, and thin...

Marc is joined by Christian this week for an insightful conversation about their upcoming SHRED event and the role it plays in maintaining financial organization. Together, they walk through the types of documents that are safe to discard—and those that are essential to keep—helping listeners better understand how to manage sensitive financial records with confidence. They discuss how staying orga...

Marion is joined by Christian this week for a thoughtful conversation on why financial planning is never a one-and-done process. Together, they explore how even the most well-constructed plans can evolve as life unfolds—often in ways we don’t anticipate—requiring ongoing adjustments and a flexible approach. They discuss how different life stages bring shifting priorities, changing lifestyles, and...

Marc is back this week, joining Marion to unpack the current wave of market uncertainty and the powerful role algorithms and media narratives play in amplifying fear. Together, they explore how rapid market shifts can trigger emotional reactions and lead many to assume history is repeating itself—when in reality, the landscape is constantly evolving. They look beyond the headlines to examine why q...

In a time marked by deeply divided beliefs and opinions, Marion and Christian sit down to unpack recent events and the forces shaping how people interpret them. They explore the growing gap in perspectives—driven in part by a widening wealth divide—along with the influence of news cycles, media narratives, and differing economic realities. They look beyond surface-level reactions to understand why...

Markets are often one of the most confusing—and talked-about—topics, especially when headlines don’t always match what’s actually happening beneath the surface. In this week’s episode, Marion and Christian share takeaways from an exclusive luncheon with JP Morgan, offering clarity and context around today’s market dynamics. They unpack the firm’s perspective along with insights from multiple analy...

One of the most frequently asked topics around the office centers on home buying—from first-time buyers navigating the process for the very first time to homeowners juggling the complexities of buying a new home while selling an existing one. In this week’s episode, Marion and Christian dive into the questions they hear most often, breaking down what buyers and sellers should consider at every sta...

Take a step back and think about what YOU can control. Differences of opinion across the media can be challenging to navigate, especially during times of global conflict. News outlets and algorithms often amplify confusion—leaving many to wonder: Is America really in bad shape? And what’s driving that perception? In this week’s episode, Marc and Marion break down today’s media headlines and offer...

Real stories in real time are how you get REAL financial advice. This week, Marc and Marion sat down to ask—and answer—the most commonly asked questions in financial planning, tying in the current state of the markets, investment strategies, taxes, and more. Tune in as Marc and Marion break down the slices of the financial‑planning pie and continue to offer a rational voice during emotional times....

Last year it was tariffs — this year, it’s oil and gas. In this week’s episode, Marc and Marion break down what’s happening in the markets amid the ongoing conflict in Iran. Once again, we find ourselves in a period of heightened uncertainty. However, despite the headlines, today’s environment doesn’t compare to some of the more intense market disruptions we’ve witnessed over past decades. Tune in...

  With the overwhelming amount of news in the media space right now, including the war in Iran, how markets are reacting, AI and more – it's more important than ever to consider HOW and WHERE you are getting your information. In this week’s episode of the show, Marc and Marion go through some of the top headlines dominating the landscape and digest the bigger questions – who do you trust when look...

How did the market react to the United States and Israel starting a war with Iran? That was the question on everyone’s mind when the geopolitical news broke last week. But so far... as we may have predicted – it's not too crazy. While the market dropped 1,200 points on the second day following the weekend’s announcement, we aren’t shocked. The real question when things of this magnitude happen is...

After almost a half century of time servicing clients, we often see the same misconceptions that come across our desk. The type of things that if it sounds too good to be true, we should be asking a LOT of questions. In today’s episode of the show, Marc and Marion dive into several of those misconceptions, most importantly – long term care insurance. How does it work and how are our clients pitche...

At this time of the year, the office is getting a flurry of phone calls about tax season. While most clients are calling about their regular tax planning, we are always surprised about the number of clients who reach out with questions about a new tax “strategy” that they saw online. The idea: I’m going to beat the system! ...Not so fast. In this week’s episode, Marc and Marion track how the idea...

Have you ever heard of the term “gray divorce”? If not – it might be something you become more aware of as you get further into retirement. Put simply, a gray divorce is when a couple over the age of 50 separates, typically once the kids are out of the house (but not always). In this week’s episode of the show, Marc and Marion dissect what they notice about this trend and what some of the signs of...

On this episode of Dollars & Sense, Marc and Christian dig into how each generation is reshaping the way they save—and spend. The duo discusses retirees who’ve saved so well they’re now searching for meaningful ways to enjoy their money, often through travel. They also break down why Gen Z is saving aggressively but avoiding traditional investments, and why Millennials are leaning toward fast,...

This week’s episode is a bit of a different one... Marc has driven an electric car for almost a decade, but recently he decided to take Marion for a spin in his car... but with a catch – he wasn’t the one driving! Driveless cars have been all over the news the past few years, but our hosts have first-hand experience of the phenomenon. What does it mean for the future of technology? What does this...

Like clockwork, the Social Security situation is scaring some of our clients and the general population. But should it be? In today’s episode of the show, Marc and Marion discuss the real information surrounding Social Security, plus a hard pill to swallow from Marc for some of our younger listeners. But the main takeaway is this – the new cycle thrives on Social Security fears and we have to be c...

Any time we enter into a new year, it’s a normal time for our clients to check in on their financial accounts and portfolio. For many, the numbers may look better than expected based on market performance over the last three years. In this week’s episode of the show, Marion & Christian discuss the best tactics when checking in on your finances at the beginning of the year, especially when it c...