RetireMentorship with Freeman Linde, CFP®

RetireMentorship with Freeman Linde, CFP®

By Freeman Linde, CFP®BusinessInvesting
Download on the App Store

RetireMentorship with Freeman Linde, CFP® episodes

  • Budget Blunders & Best Practices

    Budget Blunders will keep us failing. But Budget Best Practices make the method a breeze! We have nine of each in the ninety-ninth episode.


    Start Your 34-Day Free Trial of YNAB!

    See more at https://RetireMentorship.com/98.

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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.

    30 min
  • You Need a Budget

    Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.


    Start your 34-Day Free Trial now!

    See more at https://RetireMentorship.com/98.

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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
  • How to Create a Net Worth & Cash Flow Statement

    When and how do I make a net worth and cash flow statement? Grab a free template, schedule an hour, and invest in understanding your money.


    See more and grab the templates at https://RetireMentorship.com/97.

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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.

    21 min
  • The Power of Net Worth & Cash Flow

    You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.


    See more at RetireMentorship.com/96

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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.

    22 min
  • 2023: Best Year Ever!

    Let's make 2023 the Best Year Ever! We're going back to basics. By year-end, let's turn "I wish I had known" into "I am glad I did." 

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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.

    14 min
  • Life Goals Shouldn’t Take a Lifetime

    You should create, save for, and work toward life goals. But Life Goals shouldn't take a Lifetime to achieve. Don't just save. Invest!


    See more at https://RetireMentorship.com/94.

    Watch the E*Trade Commercial here: https://www.youtube.com/watch?v=Cvb3Sr7_Xao 

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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.

    19 min
  • A Successful Retirement

    What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?   


    See more at https://RetireMentorship.com/93

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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.

    29 min
  • We Haven’t Lost Anything

    Episode 92 | The values in your accounts may have declined by 20%. But we haven't lost anything. Not if we view it correctly. Language matters!


    See more at https://RetireMentorship.com/92.

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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.

    12 min
  • Should I Buy Dividend Stocks for Income?

    Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you'll appreciate dividends.


    See more at RetireMentorship.com/91.

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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.

    22 min
  • When Should I Update My Estate Plan?

    My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?


    See more at RetireMentorship.com/90.

    Send us a Text Message.

    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 . (Available on Amazon.)

    Find my financial planning firm at LaxFP.com.

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

    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.

    15 min

About RetireMentorship with Freeman Linde, CFP®

From the publisher's feed

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