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RetireMentorship with Freeman Linde, CFP® episodes
- Five Questions to Ask Your Financial Advisor
You must ask your advisor or a potential advisor these five questions:
- What are all the ways you get paid?
- What is my All-In cost to work with you?
- What are your insurance or product sales requirements?
- What advanced training, designations, or areas of focus do you have?
- What is your investment philosophy?
Check out your advisor's licenses and company affiliation at https://brokercheck.finra.org.
You can find the list of questions and the transcript for this episode at https://RetireMentorship.com/5.I give my responses to these questions, which start at 31:36.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 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.
42 min - The Four Horsemen
There are four behavioral mistakes that we make that destroy our investor returns over our lifetime. They are the Four Horsemen.
Full article and visuals can be found at:RetireMentorship.com/4
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 - Belief Over Knowledge
People act on what the Believe, not on what they Know. Belief in your Financial Plan is more important that knowledge about your financial plan. We explore where knowledge leaves off, where belief picks up, and why it is so critical.
Full article and visuals can be found at:RetireMentorship.com/3
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.
31 min - The Principal Problem
The goal of retirement planning is NOT to PROTECT our Retirement PRINCIPAL.
The goal of retirement planning IS to CREATE a Retirement INCOME.Full article and visuals can be found at:https://RetireMentorship.com/2
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) 6MENTOR (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 - Investor vs Investment Returns
The Average Investor receives half the lifetime returns of the investments the investor invests in.
While all media and most "experts" focus on Investment Returns which we have little control over, most ignore Investor Returns, which we can control. This episode will dive into what the differences are between Investor and Investment Returns.Full article and visuals can be found at: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.
https://RetireMentorship.com/1
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) 6MENTOR (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.
21 min - Intro to RetireMentorship
What is RetireMentorship's Podcast all about? Why did we create it? Who is it for? This "Behind-the-Scenes" episode will give you an overview of what you can expect from this podcast.
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 - Season 1 Trailer
RetireMentorship: Your Mentor to and through Retirement, helping you Retire Comfortably and stay Comfortably Retired.
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.
2 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.