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RetireMentorship with Freeman Linde, CFP® episodes
- TRAILER: The Principal Problem Virtual Seminar
The Principal Problem, Solving for a Retirement Income you cannot outlive.
This seminar is specifically for people over age 50 who want better strategies for their retirement funds.Register to reserve your spot for the virtual seminar on September 14th or 16th.Register Here: PrincipalProblem.comSend 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.
3 min - CFP 6 - In-Retirement Planning
Step 5 of Creating a Financial Plan is Retirement Planning. That comes in two phases:
- Pre-Retirement Planning
- In-Retirement Planning
We are RetireMentorship, "Your Mentor TO (Pre-Retirement) and THROUGH(In-Retirement) Retirement." This is what we do best.
Today we will cover In-Retirement Planning.REGISTER FOR THE VIRTUAL SEMINAR: Go to PrincipalProblem.comYou can find links to resources at:RetireMentorship.com/30You can help plan your retirement using RightCapital. Click here to start using it for free.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.
39 min - ACTION: Pre-Retirement Planning
Action steps for this week: Follow the steps from the Pre-Retirement Planning episodes to:
1. Determine your Retirement Principal (the total amount of retirement money you'll need to retire)2. Determine your Retirement Savings (how much you need to save monthly to get there)To make these steps easier:3. Register for RightCapital to aid you in your retirement planning.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 - CFP 5 - Pre-Retirement Planning
Step 5 of Creating a Financial Plan is Retirement Planning. That comes in two phases:
- Pre-Retirement Planning
- In-Retirement Planning
We are RetireMentorship, "Your Mentor TO (Pre-Retirement) and THROUGH (In-Retirement) Retirement." This is what we do best.
Today we will cover Pre-Retirement Planning.You can find links to resources at:RetireMentorship.com/29For Practical Planning, you can help plan your retirement using RightCapital. Click here to start using it for free.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.
35 min - ACTION: Plan Your Taxes
Planning here goes a long way. But it is also the most technical part of the plan. There is a lot that goes into tax planning.
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 - CFP 4 - Tax Planning
Taxes are the largest expense you will pay. Let's plan to pay less!
Tax preparation is filing your taxes after the year ends. It looks backward.Preparation is attempting the pay the least amount of taxes last year.Tax Planning is projecting your taxes for future years. It looks foward.Planning is attempting you pay the least amount of tax over your lifetime.RetireMentorship.com/28Need 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.
40 min - ACTION: Get the Right Insurances
You can get the proper protect AND save money by evaluating and PLANNING your insurances, rather than simply being sold or taking the default option.
Action steps for this week:1. Schedule a time to evaluate your Health Insurance options during Open Enrollment.2. Get Disability Income Insurance through a Broker3. Get Term Insurance through a Broker4. Evaluate your Home & Auto through a Broker5. Drop unnecessary coverage (see episode 20)This is easily $100/hr work, if not $500/hr. Get it done, or higher someone to do it for you.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 - CFP 3 - Insurance Planning
Creating your Insurance Plan is next.
It's IMPORTANT, as you cannot recover from a six-figure set-back.It's ADVANTAGEOUS, as you may be able to find thousands in annual savings.Full article and visuals can be found at:RetireMentorship.com/27Need 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.
34 min - ACTION: Create an Investing Plan
It's time to act! Improve your investing by investing in yourself. Invest in yourself by taking the time to plan.
Action steps for this week:1. Listen to the early episodes to build your planning mindset2. Schedule a time to create and investing planCreating a plan takes work, and you are more likely to do it if you schedule it.Consider it $1,000/hr work!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 2 - The Investing Plan
Having and Investing Plan is CRUCIAL to your lifetime success. And it can run in the background. Before creating an investing Plan, we'll want to know the purpose of investing and the drivers of lifetime investor success. Then we can examine the Seven Steps of Creating an Investing Plan.
The full episode can be found at:RetireMentorship.com/26
View the long-term effects of your investing plan, get your accounts organized, calculate your net worth, and track your income and spending with RightCapital.Organize your financial files with OneDrive.Budget like a pro with YNAB (You Need a Budget).Need help finding an advisor to craft an Investment Plan? 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.
40 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.
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.