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

  • Embrace Volatility

    Don't flee from market volatility. Don't even endure it. Embrace it! It's a saver's best friend, and the price you pay for superior returns. Ensure your advisor embraces it as well.


    See more at RetireMentorship.com/52

    My Book: "3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others" is available! Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off.

    If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.

    Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.

    Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.

    Become a Member for a Latte a Week ($16/m)

    Become a Member for a Latte a Month ($4/m)

    Your support means a lot! Find out more at RetireMembership.com.

    If you have questions about this topic, message us on Facebook or email us at [email protected]. 

    Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

    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
  • Why Do I Need Tax Planning?

    Tax Preparation isn't the same as Tax Planning. You need both to keep more of your money in your pocket.


    See more at RetireMentorship.com/51.

    My Book: "3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others" is available! Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off.

    If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.

    Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.

    Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.

    Become a Member for a Latte a Week ($16/m)

    Become a Member for a Latte a Month ($4/m)

    Your support means a lot! Find out more at RetireMembership.com.

    If you have questions about this topic, message us on Facebook or email us at [email protected]. 

    Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

    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.

    16 min
  • 3D Retirement Income

    New Book coming on 2/22/22!


    3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others will teach you how to Retire Successfully and stay Successfully Retired.

    Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off.

    If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.

    Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.

    Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.

    Become a Member for a Latte a Week ($16/m)

    Become a Member for a Latte a Month ($4/m)

    Your support means a lot! Find out more at RetireMembership.com.

    If you have questions about this topic, message us on Facebook or email us at [email protected]. 

    Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

    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.

    27 min
  • Save Money - Spend Money

    Sometimes you need to spend money to save money. We'll discuss three ways you can spend money now in order to save more money later.

    1. Detail your Car
    2. Buy Gift-cards
    3. Hire a Coach

      4. These are unconventional ways to save thousands of dollars. 


      If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.

      Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 

      Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.


      Become a Member for a Latte a Week ($16/m)

      Become a Member for a Latte a Month ($4/m)

      Your support means a lot! Find out more at RetireMembership.com.

      If you have questions about this topic, message us on Facebook or email us at [email protected]. 

      Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

      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
    4. Save Money - Avoid Ads

      Ads Work. They cause us to buy things we didn't know we wanted until we saw the ad. We can save money by avoiding ads. There are five easy ways we can start avoiding ads:

      1. Stream Ad-Free TV
      2. Use "Do Not Track" on Social Media
      3. Unsubscribe from All Marketing Emails
      4. Use Email App
      5. Use Reader Mode on Websites

        6. Use these tactics to save money on things you don't actually need or want, and put then toward your true values. That's what financial planning is all about. 


        If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.

        Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 

        Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.


        Become a Member for a Latte a Week ($16/m)

        Become a Member for a Latte a Month ($4/m)

        Your support means a lot! Find out more at RetireMembership.com.

        If you have questions about this topic, message us on Facebook or email us at [email protected]. 

        Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

        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.

        23 min
      6. Victorious Cycle - Plan & Execute

        How do we actually achieve our Vision, Targets, & Goals? Two ingredients:

        1. Planning with Purpose
        2. Executing with Excellence

          3. Resources Mentioned:

          • Planner: VictoriousPlanner.com
          • Planner: FullFocusPlanner.com
          • App: Todoist
          • Book: The 12 Week Year

            • Go to https://Retirementorship.com/47 for visuals and a downloadable template for writing your own Vision, Targets, and Goals.


            Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.

            Become a Member for a Latte a Week ($16/m)

            Become a Member for a Latte a Month ($4/m)

            Your support means a lot! Find out more at RetireMembership.com.

            If you have questions about this topic, message us on Facebook or email us at [email protected]. 

            Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

            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.

            24 min
          • BONUS: Victorious Cycle - Example Vision, Targets, and Goals

            We've discussed Vision, Targets, and Goals. But what do they look like? In this bonus episode, I give real examples from my life of these elements to give you some ideas for what you might want write.


            Adopt them. Adapt them. Abort them. Do with them what you will. Hearing the goals of others builds a goal-setting mindset of your own. 

            Go to https://Retirementorship.com/46 for visuals and a downloadable template for writing your own Vision, Targets, and Goals.

            Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.

            Become a Member for a Latte a Week ($16/m)

            Become a Member for a Latte a Month ($4/m)

            Your support means a lot! Find out more at RetireMembership.com.

            If you have questions about this topic, message us on Facebook or email us at [email protected]. 

            Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

            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
          • Victorious Cycle - Vision, Targets, & Goals

            How do we actually live a life we want? By knowing what it is and how to get there. For that, we need:

            • Vision - Inspiring Life Change
            • Targets - Significant Life Change
            • Goals - Achievable Life Change

              • These can be applied to Financial Goals, as well as the other 6 domains of life.


              Go to https://Retirementorship.com/46 for visuals and a downloadable template for writing your own Vision, Targets, and Goals. 

              Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.

              Become a Member for a Latte a Week ($16/m)

              Become a Member for a Latte a Month ($4/m)

              Your support means a lot! Find out more at RetireMembership.com.

              If you have questions about this topic, message us on Facebook or email us at [email protected]. 

              Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

              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
            • Victorious Cycle - Life Domains

              Finances fund our life. The rest of life really matters! If we are going to spend most of the year focusing on finances (which we are), let's take a few weeks at the end of the year to look at the rest of life. How can we make 2022 the best year ever? By creating a Victorious Cycle to improve every life domain.


              Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.

              Become a Member for a Latte a Week ($16/m)

              Become a Member for a Latte a Month ($4/m)

              Your support means a lot! Find out more at RetireMembership.com.

              If you have questions about this topic, message us on Facebook or email us at [email protected]. 

              Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

              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.

              27 min
            • To Roth or Not to Roth
              Knowing and acting on the difference between traditional and Roth retirement accounts could save you, or cost you, ten of thousands of dollars.

              If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.

              Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 

              Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.

              Become a Member for a Latte a Week ($16/m)

              Become a Member for a Latte a Month ($4/m)

              Your support means a lot! Find out more at RetireMembership.com.

              If you have questions about this topic, message us on Facebook or email us at [email protected]. 

              Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message

              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.

              27 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.