Episode 183 | Top 3 Ways We SHIFTED Our Investing Strategy

See more → https:/RetireMentorship.com/183

Optimize your Money and your Life with Freeman → https:/LaxFP.com/Freeman-Linde

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Timestamps: 00:00 Introduction 01:28 Investing Strategies 01:59 Equity Focus 04:45 Avoiding International 09:34 Diversify 23:40 A Pivot?

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.

Episode 182 | The Economy is RUINED?!

See more → https:/RetireMentorship.com/182

Similar Episode → https://RetireMentorship.com/11

Optimize your Money and your Life with Freeman → https:/LaxFP.com/Freeman-Linde

Certified Financial Planner Certification → https://CFP.net

Fee Only Network → https://FeeOnlyNetwork.com 

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Timestamps: 00:00 Intro 00:48 My Biases 01:56 Politics & Understanding 03:31 Knowing the Future 04:12 An Email Message 05:46 This Time Is Different 07:41 Where We Stand 09:15 "Is it over?" 10:55 The Best Businesses 12:10 "Average Years" 13:19 Perspective 15:22 "Where was this?" 16:28 Riding the Rollercoaster 17:05 Stay the Course

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.

Episode 181 | The FINAL Pillars of Financial SUCCESS

See more → https://RetireMentorship.com/181

Optimize your Money and your Life → https://LaxFP.com

Certified Financial Planner Certification → https://CFP.net

Fee Only Network → https://FeeOnlyNetwork.com 

Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

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Timestamps: 00:00 Intro 01:10 Pillar VI - Action 02:40 Pillar VII - Partnership 04:35 You Need a Guide 06:04 Finding the Right Planner 06:43 Fiduciary vs. Suitability 09:25 Best Interest? 11:06 Compensation vs. Competence 16:31 The 7 Pillars of Financial Success

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.

Episode 180 | Financial Success Through BELIEF

See more: https://RetireMentorship.com/180

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Timestamps: 00:00 Intro 01:11 Pillar V - Belief 01:57 What is Belief? 04:11 Reinforcing Belief 04:33 4 Levels of Belief 04:51 Belief Level 1 05:41 Belief Level 2 06:33 Belief Level 3 08:00 Belief Level 4 10:43 4 Levels Recap 11:14 Build Your Belief 11:28 Isolate 12:39 Immerse 16:03 Invite 17:22 The Next Pillar?

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.

Episode 179 | The 7 PRINCIPLES of Financial SUCCESS

See more: https://RetireMentorship.com/179

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Timestamps: 00:00 Intro 01:12 7 Principles 01:45 Principle 1 - Planning 03:14 6 Domains of Planning 03:45 Cash Flow & Net Worth 04:41 Investment Planning 05:12 Insurance Planning 05:43 Tax Planning 07:30 Retirement Planning 08:11 Estate Planning 10:52 Principle 2 - Discipline 12:42 Principle 3 - Patience 14:19 Principle 4 - Knowledge 15:16 Ways to Learn 18:30 Know Everything? 19:31 But... 20:32 Outro

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.

See more at https://RetireMentorship.com/178.

Roth Conversions: https://youtu.be/cgp5OHcKisY

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. (Also available on Amazon.)

Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at LaxFP.com/freeman-linde.

Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR.

Timestamps: 00:00 Introduction 00:58 Last Year's Taxes vs. Lifetime Taxes 02:30 Tax Deduction vs. Tax Credit 04:23 Strategy 1: Pay College, Not the IRS 06:46 Strategy 2: Bundle Your Deductions 11:08 Strategy 3: Compound Your Triple Tax Advantage! 13:26 Strategy 4: Give to Charities, Not the IRS 15:31 Strategy 5: Proactively Pay Less Taxes 16:21 Tax Preparation vs. Tax Planning 18:34 Take Action!

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.

Episode 177 | How Does Politics Affect Investing?

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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.

Episode 176 | Should I Buy Whole Life Insurance?

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*ALL NEW* Join our FREE membership community to receive exclusive, weekly 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.

Episode 175 | RetireMentorship 4.0

Follow the BRAND NEW RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

Send us a Text Message.

*ALL NEW* Join our FREE membership community to receive exclusive, weekly 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.

See more at https://RetireMentorship.com/174.

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. (Also available on Amazon.)

Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at LaxFP.com/freeman-linde.

Questions or ideas for a future episode? 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.