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RetireMentorship with Freeman Linde, CFP® episodes
- These 4 Insurance Gaps Could Wreck Your Financial Plan
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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.
19 min - How to Create an Investment Plan: 7 Steps to Invest With Purpose
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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.
22 min - The Most Important Step Before You Retire
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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.
20 min - Should You REALLY Manage Your Own Money? (The 5 Questions That Decide)
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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.
14 min - ESG Investing: What They Don’t Tell You
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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.
19 min - What Is Biblically Responsible Investing? (And Should You Do It?)
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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 - Watch This BEFORE You Sign Your Estate Plan
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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.
26 min - Most Estate Plans Fail for One Simple Reason (Workshop Clip)
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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.
41 min - Most Retirement Income Plans Fail for One Simple Reason (Workshop Clip)
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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.
1 hr 5 min - What Should Retirees Do When Financial Experts Disagree?
📊 Before you Retire, Make Sure You're Actually Ready.
Take our free Retirement Readiness Scorecard here: https://RetireMentorship.com/scorecard
If you’re within 5–10 years of retirement, the decisions you make now matter more than ever.
On this channel, we help you:
- Avoid costly retirement mistakes
- Make smarter tax and investment decisions
- Build a plan that lasts
👉 Want help applying this to your situation?
Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/
🤝 Fiduciary Financial Planning Network: https://FiduciaryFinancialPlanning.Net/clients/
Questions or ideas for a future episode?
📞 1-855-6MENTOR
#retirement #financialplanning #investing #retirementplanning
This video 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
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.