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

  • Aligning Capital with Values

    For World Financial Planning Day, we're discussing how Financial Planning can help align your use of Capital (Time, Energy, and Money) with your Values (what you say is important to you, and what actually is).

    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
  • ACTION: Together

    Anthony shares some action items you can do, together with your spouse (or friend), to improve your finances and how you work toward them. 

    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.

    8 min
  • Working with Your Spouse for Purposeful Finances

    In this episode we interview Anthony Schmidt. His wife Miranda and he paid off nearly $500,000 of debt and are now completely debt free. They've earned the ability to use money toward specific purposes, and have done it all by working together. Tune in for this special episode. 

    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.

    33 min
  • The True Cost of ”Free” Advice

    Often we seek free resources or the advice of people without a price tag. But there are many hidden costs to "free" advice. We discuss the types and how to avoid them.


    If you would like to explore advice that may be truly "free" (see podcast for what I mean), schedule a call with us here, or check out my financial planning practice at LaxFP.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.

    27 min
  • CFP 9 - Finding a Planner

    A good financial planner may help you:

    1. Save more money
    2. Make more money
    3. Provide Peace of Mind and Confidence
    4. Overcome procrastination and get items done
    5. Save time and capacity

      6. 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
    6. ACTION: One-Page Financial Plan

      Action items for this week:

      1. Schedule a Start
      2. Download the 1PFP Template at https://RetireMentorship.com/32
      3. Register for the Virtual Seminar at PrincipalProblem.com
      4. Ask for Help

        5. Need help finding a planner?

        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.

        5 min
      5. CFP 8 - One-Page Financial Plan

        We've organized, prioritized, and calculated. Now it's time to put it all together. Move from Simplistic, through Complexity, to an elegant Simplicity.


        A One-Page Financial Plan will give you the framework to implement everything you've uncovered in your financial plan over the last seven weeks.

        Find an example plan and a template at https://RetireMentorship.com/32

        Need help finding a planner to conduct?
        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
      6. ACTION: Estate Planning

        Your Action Items are:

        1. Choose who you want your assets to go to
        2. Choose who you want your estate people to be (executor, guardian, POA, etc.)
        3. Get estate documents created and signed

          4. For item 3, you have three options:

          • Use an online estate planning document service ($200-$600. Better than nothing.)
          • Hire an estate planning attorney ($600-$10,000. Costs vary widely. Best if you also want legal advice.)
          • Hire our Financial Planning Firm ($500-$1,500. "Happy Medium." Legal documents created through a partner estate planning firm.) Email [email protected] for more details.

            • 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.

            8 min
          • CFP 7 - Estate Planning

            Estate Planning is not just for the wealthy. It's for anyone who wants to control what happens to their dependents and their assets when they pass, especially if you want to avoid:

            • Family Fights
            • Family Burden
            • Government Deciding
            • Delays
            • Excessive Fees

              • Find out how to decide, AND MAKE IT LEGALLY BINDING, with Estate Planning. 


              RetireMentorship.com/31

              Need help finding a planner to conduct your insurance planning?
              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.

              37 min
            • ACTION: In-Retirement Planning

              Are you age 50 or older?

              • Attend for the Virtual Seminar: The Principal Problem, Solving for a Retirement Income you cannot outlive. Register at PrincipalProblem.com.

                • Under Age 50?

                • Invite a parent or someone you know to attend the seminar. Send them the trailer podcast, or you can direct them to PrincipalProblem.com where they can view a video trailer. If you've enjoyed the podcast content, they will benefit from this 50 minute seminar. 

                  • 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.

                  4 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.