All Episodes

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