All Episodes
RetireMentorship Vodcast — 127 episodes
The Most Important Step Before You Retire
Should You REALLY Manage Your Own Money? (The 5 Questions That Decide)
ESG Investing: What They Don’t Tell You
What Is Biblically Responsible Investing? (And Should You Do It?)
Watch This BEFORE You Sign Your Estate Plan
Most Estate Plans Fail for One Simple Reason (Workshop Clip)
Most Retirement Income Plans Fail for One Simple Reason (Workshop Clip)
What Should Retirees Do When Financial Experts Disagree?
What the Bible Actually Says About Money...
You’ve Probably Been Told This About Life Insurance…
What Investments Should You Choose? (Step-by-Step Guide)
The Hidden Danger of Crypto Investing (No One Talks About This)
Don't Buy an Indexed Annuity Until You Watch This
Stop Investing in Target Date Funds (Here’s Why)
Certified Financial Planner VS Artificial Intelligence
Tax EXPERT Reveals 6 Tax SAVING Strategies
TAX Saving BROKERAGE Strategies for 2026
Should I PAY OFF My Mortgage BEFORE Retirement?
Supercharging The 4% Rule!
3 Tax Efficient Charitable Gifting Strategies for 2026
3 TERRIBLE Tax Strategies in 2026
Should I Do a ROTH CONVERSION in 2026?
Should I Contribute to ROTH or TRADITIONAL in 2026?
SAVE on Taxes in 2026
Top 3 Ways We SHIFTED Our Investing Strategy
The Economy is RUINED?!
The FINAL Pillars of Financial SUCCESS
Financial SUCCESS Through BELIEF
The 7 PRINCIPLES of Financial SUCCESS
5 Strategies to LOWER Taxes (Over Your Lifetime)
How Does Politics Affect Investing?
Should I Buy Whole Life Insurance?
RetireMentorship 4.0
Guest On: Financial Freedom Podcast
Guest On: Famous Interviews
Guest On: Route 664
Guest On: The Ultimate Journey of Self-Care
Life-Time Capital Gains Redux
Fixed Income = Fixed Losses
Rolling Returns
Investments (Still) Outperform Investors
NEW Book: 3D Financial Planning
Timin’ the Market Redux
The Trouble with Target Date Funds Redux
When to DIY
3D Retirement Income: Diversion
3D Retirement Income: Duration
3D Retirement Income: Direction
What if Experts Disagree?
Can You Beat the S&P 500?
Why Is My Performance Less Than the S&P 500?
Optimize Your Banking
Optimize Your Credit Cards
Spring Review Update
The S&P 500 Cracks 5,000
Why You Should NOT Buy an Index Annuity
Should I Buy an Index Annuity?
Spring Update 2024
Three Lessons from Three Bear Markets
Five Questions to Ask a Financial Advisor
Tax Prep by Tax Planners
The Two Shortest Days of Your Life
Take Action!
You May Need Tax Planning
Happy Birthday!
Don’t Invest on Feelings
Defining Happiness in Retirement
The Siren Song of Short-Term Guarantees
Retiring, Retire, and Retirement
Net Worth Is Not Enough
Retirement: An Age Old Game, Brand New Rules
Family Financial Summit
Retiring From & Retiring To
The Fear of Missing Out in Investing
When Should I Change My Investments?
We Are Wealthy
Being Mortal
Die With Zero
Money Moves: Four Healthy Investments to Make
Health Investing for Seniors
Money Monster
We Are Business Owners
Should I Join Northwestern Mutual?
Ten Optimistic Trends - Part 3
Ten Optimistic Trends - Part 2
Finding Purpose and Values with Joe Curry
I Made a Mistake
Financial Elder Abuse Prevention
Ask Freeman - Credit Score
RetireMentorship Magazine
Investing Order of Operations
Bear Brothers Financial Advisors
Ask Freeman 4
Ask Freeman 3
Be Wise With the Money You Manage
Prove Them Wrong
Be Prosperous with the Money You Make
What Really Goes On In Financial Advisor Firms
Be Generous with the Money You Have
Beware of the Money You Love
Ask Freeman 2
Ask Freeman 1
Financial Planning 101
Go Fund Yourself
YNAB in Action
Budget Blunders & Best Practices
You Need a Budget
How to Make a Net Worth & Cash Flow Statement
The Power of Net Worth and Cash Flow
Ten Optimistic Trends
Life Goals Shouldn’t Take a Lifetime
We Haven’t Lost Anything
Should I Buy Dividend Stocks for Income?
When Should I Update My Estate Plan?
How to Find a Fiduciary
What is a Fiduciary?
Should I Convert My IRA to a Roth?
Investment or Expense?
A Successful Retirement
Stop Talking About Tactics!
Will Social Security Exist When I Retire?
Should I Get Out of the Stock Market?
Is it Too Late to Invest?
How to Break Bad Financial Habits
How to Build Good Financial Habits
How Are Financial Habits Made?
Your Financial Identity