Don't merely know information. Believe in its ability to help you.

Send us a Text Message.

Join our FREE membership community to receive exclusive content at RetireMembership.com.

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.

The first steps in creating financial plan are GO, Net, Flow. That is:

RetireMentorship.com/25

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.

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.

Don't merely know information. Believe in its ability to help you.

Send us a Text Message.

Join our FREE membership community to receive exclusive content at RetireMembership.com.

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.

You need a financial plan. How do you Create a Financial Plan?

RetireMentorship.com/24

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.

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.

Don't merely know information. Believe in its ability to help you.

Send us a Text Message.

Join our FREE membership community to receive exclusive content at RetireMembership.com.

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.

Target Date Funds are the default options for many investors in their 401(k)s. Not because they are great options, but because they cover the butts of 401(k) companies and employers. But they have their troubles.

RetireMentorship.com/23

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.

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.

Don't merely know information. Believe in its ability to help you.

Send us a Text Message.

Join our FREE membership community to receive exclusive content at RetireMembership.com.

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.

Investing based on a Risk Tolerance Questionnaire is STUPID!!! 

RetireMentorship.com/21

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.

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.

Investing based on a Risk Tolerance Questionnaire is STUPID!!! 

RetireMentorship.com/21

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.

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.

There are some insurances you need, and others you don't. 

Insurance you MAY need:

Insurance you DON'T need:

Full article and visuals can be found at:

RetireMentorship.com/20

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.

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.