EPISODE · Jun 25, 2026 · 25 MIN
Watch This BEFORE You Sign Your Estate Plan
from RetireMentorship Vodcast · host Freeman Linde, CFP®
📊 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? 📧 [email protected] 📞 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.
What this episode covers
📊 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? 📧 [email protected] 📞 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.
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Watch This BEFORE You Sign Your Estate Plan
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