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2026 Shred
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 organized can reduce risk, prevent identity theft, and simplify long-term financial planning. By breaking down what to keep, what to shred, and why it matters, they offer practical guidance for navigating financial paperwork at every stage.
Join Marc and Christian as they bring clarity to what you can let go of—and what you should hold onto—in this week’s episode.
A full complement of Dollars & Sense broadcasts found here.
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.
Tracking #: 1112674
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
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By Freedman Financial
5
66 ratings
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 organized can reduce risk, prevent identity theft, and simplify long-term financial planning. By breaking down what to keep, what to shred, and why it matters, they offer practical guidance for navigating financial paperwork at every stage.
Join Marc and Christian as they bring clarity to what you can let go of—and what you should hold onto—in this week’s episode.
A full complement of Dollars & Sense broadcasts found here.
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.
Tracking #: 1112674
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean