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RetireMentorship with Freeman Linde, CFP® episodes
- Gratitude is the Way (Redux)
We're off this week for Thanksgiving, but in case you missed episode 43, we are republishing it here. Take 12 minutes to be grateful.
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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.
13 min - How to Find a Fiduciary
There are four fiduciary loopholes people can use to call themselves Fiduciaries when they aren't. How do I know if the professional I'm working with is a true fiduciary? How do I find one if they are not?
See more at RetireMentorship.com/89.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.
26 min - What is a Fiduciary?
"Fiduciary" is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
See more at https://RetireMentorship.com/88.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 - Should I Convert My IRA to a Roth?
Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
See more at https://RetireMentorship.com/87Send 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.
39 min - Investment or Expense?
We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.
See more at RetireMentorship.com/86Send 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 - Stop Talking About Tactics!
We are obsessed with debating financial tactics, which are often outside our control. Stop it! 🛑 Focus instead on what you can control.
See more at RetireMentorship.com/85Send 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 - Will Social Security Exist When I Retire?
Social Security is going broke! Will Social Security Exist? Let's explore the problems with Social Security and options for fixing it.
See more at https://RetireMentorship.com/84.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.
25 min - Should I Get Out of the Stock Market?
Recession, Inflation, and a Frantic Bear Market. 📉 Is now the time to cut my losses and get out of the stock market?
See more at RetireMentorship.com/83Send 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 - Get Notified? Nope!
Do you get notified about the news? 🚨 Do you surrender control of your attention, mood, or investment outlook? Or do you stay focused?
See more at RetireMentorship.com/82Become a RetireMember for free to receive exclusive content at RetireMembership.com.Get my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, on Amazon.com or at 3DRetirementIncome.com.Find my financial planning firm at LaxFP.com.If you have any questions or have a suggestion for a topic you would like to be turned into a show, email us at [email protected]. Or you can call us at 1-855-6MENTOR.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 - Stop Using the C-Word!
Insurance companies love to use the C-Word. They try and sell certainty. But while it can be sold, it cannot be delivered. Stop it! 🛑
See more at RetireMentorship.com/81Become a RetireMember for free to receive exclusive content at RetireMembership.com.Get my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, on Amazon.com or at 3DRetirementIncome.com.Find my financial planning firm at LaxFP.com.If you have any questions or have a suggestion for a topic you would like to be turned into a show, email us at [email protected]. Or you can call us at 1-855-6MENTOR.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
About RetireMentorship with Freeman Linde, CFP®
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Your Mentor to and through Retirement, helping you Retire Successfully and stay Successfully Retired.
Freeman Linde, CFP®, discusses all areas of Financial Planning to take the complex and make it simple. Grow in knowledge and wisdom and make better financial choices with RetireMentorship.