RetireMentorship with Freeman Linde, CFP®

RetireMentorship with Freeman Linde, CFP®

By Freeman Linde, CFP®BusinessInvesting
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RetireMentorship with Freeman Linde, CFP® episodes

  • 3 Tax Efficient Charitable Gifting Strategies for 2026

    Optimize your Money and your Life → https://LaxFP.com/

    Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/

    Join our FREE membership community to receive exclusive content at https://RetireMentorship.com/

    The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)

    Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 

    Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR.

    #RetireMentorship #retirement #investing #financialplanning

    This video is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    36 min
  • 3 TERRIBLE Tax Strategies in 2026

    Optimize your Money and your Life → https://LaxFP.com/

    Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/

    Join our FREE membership community to receive exclusive content at https://RetireMentorship.com/

    The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)

    Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 

    Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR.

    #RetireMentorship #retirement #investing #financialplanning

    This video is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    43 min
  • Should I Do a ROTH CONVERSION in 2026?

    Optimize your Money and your Life → https://LaxFP.com/

    Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/

    Join our FREE membership community to receive exclusive content at https://RetireMentorship.com/ The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)

    Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 

    Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR.

    #RetireMentorship #retirement #investing #financialplanning

    This video is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    44 min
  • Should I Contribute to ROTH or TRADITIONAL in 2026?

    See more at https://RetireMentorship.com/.

    Pre-Order Tax Saving Strategies → https://retirementorship.com/tax-saving-strategies/

    Optimize your Money and your Life → https://calendly.com/flinde/discovery

    Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/

    Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)

    Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it.

    Schedule your free consultation at https://LaxFP.com/freeman-linde 

    Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR.

    #RetireMentorship #retirement #investing #financialplanning

    This video is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    33 min
  • RetireMentorship Updates & Live!

    New Video Podcast Feeds:

    Apple Podcasts: https://podcasts.apple.com/us/podcast/retirementorship-with-freeman-linde-cfp/id1757874010 

    Spotify: No Change Needed

    YouTube: https://www.youtube.com/playlist?list=PLsbVK3MIgigqfbZEvjcZzfswIi1T5dQ4B 

    -----

    See more at https://RetireMentorship.com/.

    Pre-Order Tax Saving Strategies → https://retirementorship.com/tax-saving-strategies/

    Optimize your Money and your Life → https://LaxFP.com/Freeman-Linde

    Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)

    Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it.

    Schedule your free consultation at https://LaxFP.com/freeman-linde

    Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR.

    #RetireMentorship #retirement #investing #financialplanning

    This video is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    3 min
  • SAVE on Taxes in 2026

    See more at https://RetireMentorship.com/.

    Pre-Order Tax Saving Strategies → https://retirementorship.com/tax-saving-strategies/

    Optimize your Money and your Life → https://LaxFP.com/Freeman-Linde

    Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)

    Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it.

    Schedule your free consultation at https://LaxFP.com/freeman-linde

    Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR.

    #RetireMentorship #retirement #investing #financialplanning

    This video is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    31 min
  • Top 3 Ways We SHIFTED Our Investing Strategy

    Episode 183 | Top 3 Ways We SHIFTED Our Investing Strategy

     

    See more → https:/RetireMentorship.com/183

    Optimize your Money and your Life with Freeman → https:/LaxFP.com/Freeman-Linde

     

    Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

     

    Send us a Text Message.

    *ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.


    The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

    Email us at [email protected] or call us at 1-855-6MENTOR.

    Timestamps: 00:00 Introduction 01:28 Investing Strategies 01:59 Equity Focus 04:45 Avoiding International 09:34 Diversify 23:40 A Pivot?

    This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    25 min
  • The Economy is RUINED?!

    Episode 182 | The Economy is RUINED?!

     

    See more → https:/RetireMentorship.com/182

    Similar Episode → https://RetireMentorship.com/11

     

    Optimize your Money and your Life with Freeman → https:/LaxFP.com/Freeman-Linde

     

    Certified Financial Planner Certification → https://CFP.net

    Fee Only Network → https://FeeOnlyNetwork.com 

     

    Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

     

    Send us a Text Message.

    *ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.


    The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

    Email us at [email protected] or call us at 1-855-6MENTOR.

    Timestamps: 00:00 Intro 00:48 My Biases 01:56 Politics & Understanding 03:31 Knowing the Future 04:12 An Email Message 05:46 This Time Is Different 07:41 Where We Stand 09:15 "Is it over?" 10:55 The Best Businesses 12:10 "Average Years" 13:19 Perspective 15:22 "Where was this?" 16:28 Riding the Rollercoaster 17:05 Stay the Course

    This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    20 min
  • The FINAL Pillars of Financial SUCCESS

    Episode 181 | The FINAL Pillars of Financial SUCCESS

     

    See more → https://RetireMentorship.com/181

     

    Optimize your Money and your Life → https://LaxFP.com

     

    Certified Financial Planner Certification → https://CFP.net

     

    Fee Only Network → https://FeeOnlyNetwork.com 

     

    Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

     

    Send us a Text Message.

    *ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.


    The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

    Email us at [email protected] or call us at 1-855-6MENTOR.

    Timestamps: 00:00 Intro 01:10 Pillar VI - Action 02:40 Pillar VII - Partnership 04:35 You Need a Guide 06:04 Finding the Right Planner 06:43 Fiduciary vs. Suitability 09:25 Best Interest? 11:06 Compensation vs. Competence 16:31 The 7 Pillars of Financial Success

    This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    18 min
  • Financial Success Through BELIEF

    Episode 180 | Financial Success Through BELIEF

     

    See more: https://RetireMentorship.com/180

     

    Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

     

    Send us a Text Message.

    *ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.


    The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

    Email us at [email protected] or call us at 1-855-6MENTOR.

    Timestamps: 00:00 Intro 01:11 Pillar V - Belief 01:57 What is Belief? 04:11 Reinforcing Belief 04:33 4 Levels of Belief 04:51 Belief Level 1 05:41 Belief Level 2 06:33 Belief Level 3 08:00 Belief Level 4 10:43 4 Levels Recap 11:14 Build Your Belief 11:28 Isolate 12:39 Immerse 16:03 Invite 17:22 The Next Pillar?

    This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

    18 min

About RetireMentorship with Freeman Linde, CFP®

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Your Mentor to and through Retirement, helping you Retire Successfully and stay Successfully Retired.