RetireMentorship

Follow RetireMentorship
Share on
Copy link to clipboard

Your Mentor to and through Retirement, helping you Retire Successfully and stay Successfully Retired. We will discuss all areas of Financial Planning to take the complex and make it simple. Grow in knowledge and wisdom and make better financial choices wi

Freeman Linde, CFP®


    • Sep 19, 2024 LATEST EPISODE
    • every other week NEW EPISODES
    • 19m AVG DURATION
    • 204 EPISODES


    Search for episodes from RetireMentorship with a specific topic:

    Latest episodes from RetireMentorship

    How Does Politics Affect Investing?

    Play Episode Listen Later Sep 19, 2024 22:22


    Episode 177 | How Does Politics Affect Investing? See more: https://RetireMentorship.com/177   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. 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Should I Buy Whole Life Insurance?

    Play Episode Listen Later Aug 15, 2024 51:51


    Episode 176 | RetireMentorship 4.0 See more at https://RetireMentorship.com/176   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. 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    RetireMentorship 4.0

    Play Episode Listen Later Jul 18, 2024 10:45 Transcription Available


    Episode 175 | RetireMentorship 4.0 See more at https://RetireMentorship.com/175   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. 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Guest On: Financial Freedom Podcast

    Play Episode Listen Later Jul 11, 2024 22:34


    Episode 174 | Guest On: Financial Freedom Podcast   See more at https://RetireMentorship.com/174   Check out the original episode on: Apple | https://podcasts.apple.com/us/podcast/financial-freedom-podcast-with-dr-christopher-h-loo-md-phd/id1568423486?i=1000653580998 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Guest On: Famous Interviews

    Play Episode Listen Later Jul 4, 2024 34:15


    Episode 173 | Guest On: Famous InterviewsSee more at https://RetireMentorship.com/173Check out the original episode on:Apple | https://podcasts.apple.com/us/podcast/famous-interviews-with-joe-dimino/id1660256991?i=1000640745867Spotify | https://open.spotify.com/episode/2ZyHDU7NlOwDW5RHRtiPwl?si=02d8f170b36e41dcSend 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Guest On: Route 664

    Play Episode Listen Later Jun 27, 2024 12:03


    Episode 172 | Guest On: Route 664See more at https://RetireMentorship.com/172Send 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Guest On: The Ultimate Journey of Self-Care

    Play Episode Listen Later Jun 20, 2024 12:39


    Episode 171 | Guest On: The Ultimate Journey of Self-CareSee more at https://RetireMentorship.com/171 The Ultimate Journey of Self Care | https://podcasts.apple.com/us/podcast/the-ultimate-journey-of-self-care/id1478579738?i=1000654790297Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Life-Time Capital Gains Redux

    Play Episode Listen Later Jun 13, 2024 22:55


    Episode 170 | Life-Time Capital Gains ReduxSee more at https://RetireMentorship.com/170Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Fixed Income = Fixed Losses

    Play Episode Listen Later Jun 6, 2024 12:48


    Episode 169 | Fixed Income = Fixed LossesSee more at https://RetireMentorship.com/169Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Rolling Returns

    Play Episode Listen Later May 30, 2024 14:48


    Episode 168 | Rolling ReturnsSee more at https://RetireMentorship.com/168Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Investments (Still) Outperform Investors

    Play Episode Listen Later May 23, 2024 9:56


    Episode 167 | Investments (Still) Outperform InvestorsSee more at https://RetireMentorship.com/167Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    NEW Book: 3D Financial Planning

    Play Episode Listen Later May 16, 2024 9:03


    Episode 166 | NEW Book: 3D Financial PlanningPre-order the book now: https://www.3DFinPlan.comSee more at https://RetireMentorship.com/166Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Timin' the Market Redux

    Play Episode Listen Later May 9, 2024 29:18


    Episode 165 | Timin' the Market ReduxSee more at https://RetireMentorship.com/165Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    The Trouble with Target Date Funds Redux

    Play Episode Listen Later May 2, 2024 26:16


    Episode 164 | The Trouble with Target Date Funds ReduxSee more at https://RetireMentorship.com/164Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    When to DIY

    Play Episode Listen Later Apr 25, 2024 13:14 Transcription Available


    Episode 163 | When to DIYSee more at https://RetireMentorship.com/163Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    3D Retirement Income: Diversion

    Play Episode Listen Later Apr 18, 2024 21:00


    Episode 161 | 3D Retirement Income: DiversionSee more at https://RetireMentorship.com/162Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    3D Retirement Income: Duration

    Play Episode Listen Later Apr 11, 2024 22:58


    Episode 161 | 3D Retirement Income: DurationSee more at https://RetireMentorship.com/161Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    3D Retirement Income: Direction

    Play Episode Listen Later Apr 4, 2024 38:37


    Episode 160 | 3D Retirement Income: DirectionJoin 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    What if Experts Disagree?

    Play Episode Listen Later Mar 28, 2024 16:48


    Episode 159 | What if Experts Disagree?How do we make sense of when Experts disagree? Who's right? Who do we trust? I want to address all of these in this podcast.See more at https://RetireMentorship.com/159Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Can You Beat the S&P 500?

    Play Episode Listen Later Mar 21, 2024 16:44


    Episode 158 | Can You Beat the S&P 500?See more at https://RetireMentorship.com/158Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Why Is My Performance Less Than the S&P 500?

    Play Episode Listen Later Mar 14, 2024 17:38


    Episode 157 | Why Is My Performance Less Than the S&P 500?See more at https://RetireMentorship.com/157Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Optimize Your Banking

    Play Episode Listen Later Mar 7, 2024 15:23


    Episode 156 | Optimize Your BankingSee more at https://RetireMentorship.com/156Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Optimize Your Credit Cards

    Play Episode Listen Later Feb 29, 2024 16:18


    Episode 155 | Optimize Your Credit CardsSee more at https://RetireMentorship.com/155Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Spring Review 2024

    Play Episode Listen Later Feb 22, 2024 16:52


    Episode 154 | Here are some updates for my Clients for 2024. We run our Spring Reviews to correspond with Tax Season. We need to update them on a lot of topics, so rather than repeating the same information in every meeting, we're making this video to share with them.See more at https://RetireMentorship.com/154Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    The S&P 500 Cracks 5,000

    Play Episode Listen Later Feb 15, 2024 9:40


    Episode 153 | On February 9th, 2024, the S&P 500 cracked 5,000 for the first time. Said another way, the value of the 500 largest companies in the U.S. has reached a new all-time high and a special number in our minds: 500 companies at a value of 5,000. Why is this important?See more at https://RetireMentorship.com/153Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Why You Should NOT Buy an Index Annuity

    Play Episode Listen Later Feb 8, 2024 18:47


    Episode 152 | “Why You Should NOT Buy an Index Annuity” I get asked this often enough that I thought it was time to address it thoroughly and directly. Should you buy an index annuity?See more at https://RetireMentorship.com/152Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Should I Buy an Index Annuity?

    Play Episode Listen Later Feb 1, 2024 12:35


    Episode 151 | “Should I buy an index annuity?” I get asked this often enough that I thought it was time to address it thoroughly and directly. Should you buy an index annuity? See more at https://RetireMentorship.com/151Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Three Lessons from Three Bear Markets

    Play Episode Listen Later Jan 25, 2024 14:23


    Episode 150 | This latest bear market is the third in five and a half years. Three! In only five years. Each one was unique and yet the same.See more at https://RetireMentorship.com/150Join 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Five Questions to Ask a Financial Advisor

    Play Episode Listen Later Jan 18, 2024 46:08


    Episode 149 | There are Five Questions that you should ask your Financial Advisor. Whether you are looking for a new advisor, or already have one, these questions should be asked by you to two-three advisors to ensure you have the right one for you.See more at https://RetireMentorship.com/149 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Tax Prep by Tax Planners

    Play Episode Listen Later Jan 11, 2024 18:25


    Episode 148 | Tax season is upon us. When you're working with a preparer or doing it yourself with software, there are several mistakes and missed opportunities that you can make.See more at https://RetireMentorship.com/148 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    The Two Shortest Days of Your Life

    Play Episode Listen Later Jan 4, 2024 6:34


    Episode 147 | When's the last time you thought about your estate plan? Do you have one in place to ensure everything you've earned is accounted for?See more at https://RetireMentorship.com/147 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Take Action!

    Play Episode Listen Later Dec 28, 2023 14:57


    Episode 146 | Everyone likes to dream and talk, but far too few turn those into goals, plans, and reality. It's time to stop talking and take action!See more at https://RetireMentorship.com/145 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    You May Need Tax Planning

    Play Episode Listen Later Dec 21, 2023 9:05


    Episode 145 | If you have over 1 million dollars in your 401(k), you may need tax planning to avoid overpaying in taxes during your lifetime.See more at https://RetireMentorship.com/145 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Happy Birthday!

    Play Episode Listen Later Dec 14, 2023 9:55


    Episode 144 | Don't let another year slip by without celebrating your birthday. It's a built-in excuse to celebrate you! Have a Happy Birthday!See more at https://RetireMentorship.com/144 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Don't Invest on Feelings

    Play Episode Listen Later Dec 7, 2023 11:25


    Episode 143 | Despite our best efforts, we usually invest based on feelings. But good investing often involves doing the opposite of what we feel.See more at https://RetireMentorship.com/143 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Defining Happiness in Retirement

    Play Episode Listen Later Nov 30, 2023 6:38


    Episode 142 | How do you define happiness in your life?See more at https://RetireMentorship.com/142 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Gratitude Is the Way Redux

    Play Episode Listen Later Nov 23, 2023 14:49


    Episode 141 | This is a reminder from the past two years that gratitude is important, not only during Thanksgiving, but year-round. See more at https://RetireMentorship.com/141 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    The Siren Song of Short-Term Guarantees

    Play Episode Listen Later Nov 16, 2023 16:05


    Episode 140 | Short-term guarantees can sound appealing, but are they really just a siren song for the unwary investor? See more at https://RetireMentorship.com/140 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Retiring, Retire, and Retirement

    Play Episode Listen Later Nov 9, 2023 8:50


    Episode 139 | Defining retirement is not as common or as easy as you think it is. See more at https://RetireMentorship.com/139 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Net Worth is Not Enough

    Play Episode Listen Later Nov 2, 2023 9:14


    No matter how hard we try or how much we want it to be, net worth is not enough. Grow your net worth! But do not depend on it.See more at https://RetireMentorship.com/138 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Retirement: An Age Old Game, Brand New Rules

    Play Episode Listen Later Oct 26, 2023 7:21


    Episode 137 | Your retirement may seem far away, but it has brand new rules to play by. See more at https://RetireMentorship.com/137 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Family Financial Summit

    Play Episode Listen Later Oct 19, 2023 17:49


    Episode 136 | Today we are joined by a special guest, Taylor Haley, who has been conducting an annual financial summit with his family for years.See more at https://RetireMentorship.com/136 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Retiring From & Retiring To

    Play Episode Listen Later Oct 12, 2023 12:02


    Episode 135 | It's time to refocus retirement from focusing on what we're retiring from to what we're retiring to. Here are some ideas.See more at https://RetireMentorship.com/135 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    The Fear of Missing Out in Investing

    Play Episode Listen Later Oct 5, 2023 13:06


    Episode 134 | Many of us fall into a trap: the common fear of missing out in investing. Avoid it. However, successful investing requires a specific FOMO.See more at https://RetireMentorship.com/134 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    When Should I Change My Investments?

    Play Episode Listen Later Sep 28, 2023 8:56


    Episode 133 | When should I change my investments? When your goals change. We begin with the end in mind. If the end changes, the beginning may as well.See more at https://RetireMentorship.com/133 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    We Are Wealthy

    Play Episode Listen Later Sep 21, 2023 15:29


    Episode 132 | Everyone is rich but me! Wrong. The truth is we are wealthy. Instead of keeping up with the Jones, let's expand our perspective.See more at https://RetireMentorship.com/131 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Being Mortal

    Play Episode Listen Later Sep 14, 2023 18:56


    End-of-life medical practices often harm more than help. The best-seller Being Mortal illuminates the problems and offers tactful solutions.See more at https://RetireMentorship.com/131 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Die With Zero

    Play Episode Listen Later Sep 7, 2023 18:41


    Some people die with millions of dollars. Others try to spend it down. Which is better? Should we die with zero or millions?   See more at https://RetireMentorship.com/130.  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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    The Active Life Podcast

    Play Episode Listen Later Aug 31, 2023 25:01


    Episode 129 | Freeman is interviewed on The Active Life PodcastSee more at https://RetireMentorship.com/129 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Money Moves - Four Healthy Investments to Make

    Play Episode Listen Later Aug 24, 2023 11:47


    Episode 128 | For better or worse, physical and financial health go hand in hand. Here are four money moves you can make to improve both.See more at https://RetireMentorship.com/128 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Health Investing for Seniors

    Play Episode Listen Later Aug 17, 2023 38:44


    Episode 127 | Health Investing For SeniorsSee more at https://RetireMentorship.com/127 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 Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Claim RetireMentorship

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel