RetireMentorship Vodcast

📊 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.

👉 Want help applying this to your situation? Schedule a free consultation with Freeman: https://calendly.com/flinde/discovery/ 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 📥 Join our free retirement community + get exclusive resources: https://RetireMentorship.com/Join Includes: - Free financial planning insights - Access to our content library - Freeman’s book: *3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others* 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.

👉 Schedule a free discovery meeting with Freeman: https://calendly.com/flinde/discovery/ Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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.) Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

👉 Schedule a free discovery meeting with Freeman: https://calendly.com/flinde/discovery/ Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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.) Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

👉 Schedule a free discovery meeting with Freeman: https://calendly.com/flinde/discovery/ Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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.) Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

Optimize your Money and your Life → https://LaxFP.com/ Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

Optimize your Money and your Life → https://LaxFP.com/ Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

Optimize your Money and your Life → https://LaxFP.com/ Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/ Preview Tax Video Topics: Terrible Strategies - https://youtube.com/live/jCRdb0s96D8 Roth Conversions - https://youtube.com/live/t7ih6EY0OAI Brokerage Strategies - https://youtube.com/live/m5WgHeuHZag Charitable Gifting - https://youtube.com/live/6LCKWn7cUTE Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

Optimize your Money and your Life → https://LaxFP.com/ Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

Optimize your Money and your Life → https://LaxFP.com/ Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

Optimize your Money and your Life → https://LaxFP.com/ Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

Optimize your Money and your Life → https://LaxFP.com/ Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

Optimize your Money and your Life → https://LaxFP.com/ Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

Optimize your Money and your Life → https://LaxFP.com/ Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/ Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

See more at https://RetireMentorship.com/. Pre-Order Tax Saving Strategies → https://retirementorship.com/tax-saving-strategies/ Optimize your Money and your Life → https://calendly.com/flinde/discovery Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/ 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 https://LaxFP.com/freeman-linde  Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

See more at https://RetireMentorship.com/. Pre-Order Tax Saving Strategies → https://retirementorship.com/tax-saving-strategies/ Optimize your Money and your Life → https://LaxFP.com/Freeman-Linde 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 https://LaxFP.com/freeman-linde Questions or ideas for a future episode? Email us at [email protected] or call us at 1-855-6MENTOR. #RetireMentorship #retirement #investing #financialplanning 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.

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   Follow the 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 [email protected] or call us at 1-855-6MENTOR. 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    Follow the 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 [email protected] or call us at 1-855-6MENTOR. 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.   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 [email protected] or call us at 1-855-6MENTOR. 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   Follow the 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 [email protected] or call us at 1-855-6MENTOR. 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   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 [email protected] or call us at 1-855-6MENTOR. 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? See more: https://RetireMentorship.com/177   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 [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.

Episode 176 | Should I Buy Whole Life Insurance? See more: https://RetireMentorship.com/176   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 [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.

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 [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.

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.

See more at https://RetireMentorship.com/173.   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.

See more at https://RetireMentorship.com/172.   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.

See more at https://RetireMentorship.com/171.   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.

See more at https://RetireMentorship.com/170.   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.

See more at https://RetireMentorship.com/169.   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.

See more at https://RetireMentorship.com/168.   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.

See more at https://RetireMentorship.com/167.   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.

See more at https://RetireMentorship.com/166.   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.

See more at https://RetireMentorship.com/165.   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.

See more at https://RetireMentorship.com/164.   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.

See more at https://RetireMentorship.com/163.   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.

See more at https://RetireMentorship.com/162.   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.

See more at https://RetireMentorship.com/161.   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.

See more at https://RetireMentorship.com/160.   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.

See more at https://RetireMentorship.com/159.   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.

See more at https://RetireMentorship.com/158.   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.

See more at https://RetireMentorship.com/157.   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.

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. (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.

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. (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.

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/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. (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.

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. (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.

Episode 152 | Should you buy an index annuity? Considering all your options is important to understanding why you should.. or should not buy an index annuity.   See more at https://RetireMentorship.com/152.   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.

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/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. (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.

A firm and big-picture update for clients before heading into our 2024 spring review. 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.