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

  • Gratitude is the Way

    Nothing you accomplish or achieve in life will matter without gratitude. 


    https://RetireMentorship.com

    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
  • Investing, Speculating, & Trading, Oh My!

    There are key differences between Investing, Speculating, and Trading. They are NOT the same. And understanding the contrast could mean the difference between success and failure. 


    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.

    22 min
  • The Fourth Dimension

    The Fourth Dimension: Donation: Income that IMPACTS others beyond you.


    Embracing 3D Retirement Income allows you to fully explore Donation.

    For more info on 3D Retirement Income, view the webinar: The Principal Problem at PrincipalProblem.com.

    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.

    25 min
  • Life-Time Capital Gains

    Discard Short-Term Thinking.


    Embrace Long-Term Thinking.

    Evolve to Life-Time Thinking.

    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.

    13 min
  • ACTION: Start Your Super Account

    Action Items:

    1. Listen to Episode 20
    2. Evaluate Health Plans and choose a HDHP if possible.
    3. Maximize HSA first.
    4. Invest HSA (check out Schwab's investable HSA).
    5. Consider a one-time IRA to HSA transfer.

      6. 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.

      7 min
    6. Super Accounts

      Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter in to Open Enrollment for many people. 


      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
    7. Time Horizon

      Your Time Horizon (when you will be using you investments), is important. But traditional ways of thinking about Time Horizon are flawed.


      Learn the crucial phases of Time Horizon. 

      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.

      22 min
    8. ACTION: Act Continuously on Your Plan

      Two separate action items depending on your answer to this question:


      Do you have an investing plan and are you perfectly sticking to it? 

      No? Here's your action item: Get yourself and investing plan.

      Need help? Listen to episode 33.

      Yes? You do have a plan and you're sticking with it? Then enjoy the weekend. No action necessary. That's the beauty of having a plan. 

      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.

      6 min
    9. Timing the Market

      When the market is moving, people being to wonder whether they should try and time its cycles. Let's look at timing the market, specifically:

      • Why one would (and shouldn't) try to time it.
      • Why being "Right Twice" is so difficult
      • A Tale of Three Brothers who tried different timing strategies
      • Correctly Timin' the Market

        • 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
      • ACTION: Start Aligning your Money with your Values

        Action Items:

        1. Determine and write out your top values (do it with a spouse if you have one).
        2. Use YNAB (You Need A Budget) or similar software to track your use of money to determine if it aligns with those values. Then use it to plan future dollars to align with your values.
        3. Take the Financial Planning Score Quiz at RetireMentorship.com 

          4. 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.

          5 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.