RetireMentorship
by Freeman Linde, CFP®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 with RetireMentorship.
Copyright: © 2024 RetireMentorship
Episodes
Optimize Your Banking
15m · PublishedEpisode 156 | Optimize Your Banking
See more at https://RetireMentorship.com/156
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.
Optimize Your Credit Cards
16m · PublishedEpisode 155 | Optimize Your Credit Cards
See more at https://RetireMentorship.com/155
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.
Spring Review 2024
16m · PublishedEpisode 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/154
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.
The S&P 500 Cracks 5,000
9m · PublishedEpisode 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/153
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.
Why You Should NOT Buy an Index Annuity
18m · PublishedJoin 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.
Should I Buy an Index Annuity?
12m · PublishedEpisode 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/151
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.
Three Lessons from Three Bear Markets
14m · PublishedEpisode 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/150
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.
Five Questions to Ask a Financial Advisor
46m · PublishedEpisode 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 [email protected] or call us at 1-855-6MENTOR.
Tax Prep by Tax Planners
18m · PublishedEpisode 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 [email protected] or call us at 1-855-6MENTOR.
The Two Shortest Days of Your Life
6m · PublishedEpisode 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 [email protected] or call us at 1-855-6MENTOR.
RetireMentorship has 346 episodes in total of non- explicit content. Total playtime is 110:46:57. The language of the podcast is English. This podcast has been added on October 28th 2022. It might contain more episodes than the ones shown here. It was last updated on May 31st, 2024 06:11.
