Shows
RetireMentorshipTop 3 Ways We SHIFTED Our Investing StrategyEpisode 183 | Top 3 Ways We SHIFTED Our Investing Strategy
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Optimize your Money and your Life with Freeman → https:/LaxFP.com/Freeman-Linde
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon...2025-06-2624 min
RetireMentorship VodcastTop 3 Ways We SHIFTED Our Investing StrategyEpisode 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...2025-06-2624 minRetireMentorshipThe Economy is RUINED?!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
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Th...2025-05-2219 minRetireMentorship VodcastThe Economy is RUINED?!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.
Th...2025-05-2219 minRetireMentorship Vodcast5 Strategies to LOWER Taxes (Over Your Lifetime)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 y...2025-01-1621 min
The Purpose Focused AdvisorFreeman Linde: Building Greater Autonomy and Freedom in Your Advisory PracticeIn this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of La Crosse Financial Planning, and founder of AccelRIA. Freeman shares his journey from struggling in a traditional broker-dealer setup to breaking free and building his own thriving Registered Investment Advisor (RIA) firm. He shares candidly about the challenges he faced, the pivotal decision to break away from the traditional model, and how he now helps other financial advisors find their own freedom. If you're a financial advisor feeling limited by your current setup, Freeman’s story wi...2024-09-2641 min
RetireMentorship VodcastGuest On: Financial Freedom PodcastSee more at https://RetireMentorship.com/174.
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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...2024-07-1124 min
RetireMentorship VodcastGuest On: Famous InterviewsSee more at https://RetireMentorship.com/173.
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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...2024-07-0425 min
RetireMentorship VodcastGuest On: Route 664See more at https://RetireMentorship.com/172.
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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...2024-06-2730 min
RetireMentorship VodcastGuest On: The Ultimate Journey of Self-CareSee more at https://RetireMentorship.com/171.
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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...2024-06-2025 min
RetireMentorship VodcastLife-Time Capital Gains ReduxSee 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...2024-06-1312 min
Hacks and Hobbies with Junaid Ahmed | Passion to Profit StoriesE621 - Freeman Linde - How to Create a Retirement Income That Outpaces Inflation and Outlives YouIn this episode, we get to speak with Freeman Linde.
Freeman Linde [Lin-dee] is a Fee-Only Fiduciary Certified Financial Planner. He enables folks over fifty to retire successfully and stay successfully retired through comprehensive financial planning and behavioral counseling. He is the founding owner of La Crosse Financial Planning.
Freeman is the author of 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. The book teaches readers to avoid mistakes, myths, and conventional “wisdom” and pursue a strategy that works. It is highly rated on Amazon and Audible.
Fr...2024-06-1141 min
RetireMentorship VodcastFixed Income = Fixed LossesSee 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...2024-06-0612 min
RetireMentorship VodcastRolling ReturnsSee more at https://RetireMentorship.com/168.
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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...2024-05-3114 min
RetireMentorship VodcastInvestments (Still) Outperform InvestorsSee more at https://RetireMentorship.com/167.
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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...2024-05-2310 min
RetireMentorship VodcastNEW Book: 3D Financial PlanningSee 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...2024-05-1609 min
RetireMentorship VodcastTimin’ the Market ReduxSee 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...2024-05-1427 min
RetireMentorship VodcastThe Trouble with Target Date Funds ReduxSee more at https://RetireMentorship.com/164.
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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...2024-05-0200 min
RetireMentorship VodcastWhen to DIYSee more at https://RetireMentorship.com/163.
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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...2024-04-2513 min
RetireMentorship Vodcast3D Retirement Income: DiversionSee more at https://RetireMentorship.com/162.
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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...2024-04-1821 min
RetireMentorship Vodcast3D Retirement Income: DurationSee 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...2024-04-1123 min
RetireMentorship Vodcast3D Retirement Income: DirectionSee 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...2024-04-0401 min
RetireMentorship VodcastWhat if Experts Disagree?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...2024-03-2816 min
RetireMentorship VodcastCan You Beat the S&P 500?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...2024-03-2116 min
RetireMentorship VodcastWhy Is My Performance Less Than the S&P 500?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...2024-03-1417 min
RetireMentorship VodcastOptimize Your BankingSee more at https://RetireMentorship.com/156.
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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...2024-03-0715 min
RetireMentorship VodcastOptimize Your Credit CardsSee 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...2024-02-2216 min
Financial Success for Entrepreneurs from The Money and Business Hero with Florian FritzThe Art of Retirement: Building Lasting Wealth with Freeman LindeIn this episode I talk with Freeman Linde, CFP®, a distinguished Fee-Only Fiduciary Financial Planner and Behavioral Investment Counselor. Freeman, who is also a celebrated podcaster, author, and speaker, brings his passion for financial optimization to the forefront, discussing how to maximize your money's potential by making informed decisions and reducing financial waste.Freeman delves into the '3 Dimensions of a Successful Retirement Plan,' offering valuable strategies to achieve a fulfilling and secure retirement. He shares his unique perspective on treating your retirement like a business, ensuring that it's not just sustainable but also profitable in t...2024-02-1929 min
RetireMentorship VodcastSpring Review UpdateEpisode 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.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also avail...2024-02-1516 min
RetireMentorship VodcastThe S&P 500 Cracks 5,000See 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...2024-02-1509 min
RetireMentorship VodcastWhy You Should NOT Buy an Index AnnuityEpisode 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.
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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...2024-02-0818 min
RetireMentorship VodcastShould I Buy an Index Annuity?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.
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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-oblig...2024-02-0112 min
RetireMentorship VodcastThree Lessons from Three Bear MarketsEpisode 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.
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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 v...2024-01-2514 min
RetireMentorship VodcastFive Questions to Ask a Financial AdvisorEpisode 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.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)
2024-01-1845 min
RetireMentorship VodcastTax Prep by Tax PlannersEpisode 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. (Also available on Amazon.)
Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meetin...2024-01-1118 min
RetireMentorship VodcastThe Two Shortest Days of Your LifeEpisode 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. (Also available on Amazon.)
Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom...2024-01-0406 min
RetireMentorship VodcastTake Action!Episode 146 | Everyone likes to dream and talk, but far too few turn those into goals, plans, and reality. It's time to stop talking and take action!
See more at https://RetireMentorship.com/146.
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...2023-12-2814 min
RetireMentorship VodcastYou May Need Tax PlanningEpisode 145 | If you have over 1 million dollars in your 401(k), you may need tax planning to avoid overpaying in taxes during your lifetime.
See more at https://RetireMentorship.com/145.
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...2023-12-2108 min
RetireMentorship VodcastHappy Birthday!Episode 144 | Don't let another year slip by without celebrating your birthday. It's a built-in excuse to celebrate you! Have a Happy Birthday!
See more at https://RetireMentorship.com/144.
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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 d...2023-12-1409 min
RetireMentorship VodcastDon’t Invest on FeelingsEpisode 143 | Despite our best efforts, we usually invest based on feelings. But good investing often involves doing the opposite of what we feel.
See more at https://RetireMentorship.com/143.
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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...2023-12-0711 min
RetireMentorship VodcastDefining Happiness in RetirementEpisode 142 | How do you define happiness in your life?
See more at https://RetireMentorship.com/142.
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...2023-11-3006 min
RetireMentorship VodcastThe Siren Song of Short-Term GuaranteesEpisode 140 | Short-term guarantees can sound appealing, but are they really just a siren song for the unwary investor?
See more at https://RetireMentorship.com/140.
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 shou...2023-11-1615 min
RetireMentorship VodcastRetiring, Retire, and RetirementEpisode 139 | Defining retirement is not as common or as easy as you think it is.
See more at https://RetireMentorship.com/139.
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 thro...2023-11-0908 min
RetireMentorship VodcastNet Worth Is Not EnoughEpisode 138 | No matter how hard we try or how much we want it to be, net worth is not enough. Grow your net worth! But do not depend on it.
See more at https://RetireMentorship.com/138.
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 meet...2023-11-0209 min
RetireMentorship VodcastRetirement: An Age Old Game, Brand New RulesEpisode 137 | Your retirement may seem far away, but it has brand new rules to play by.
See more at https://RetireMentorship.com/137.
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 toge...2023-10-2607 min
RetireMentorship VodcastFamily Financial SummitEpisode 136 | Today we are joined by a special guest, Taylor Haley, who has been conducting an annual financial summit with his family for years.
See more at https://RetireMentorship.com/136.
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...2023-10-1917 min
RetireMentorship VodcastRetiring From & Retiring ToEpisode 135 | It's time to refocus retirement from focusing on what we're retiring from to what we're retiring to. Here are some ideas.
See more at https://RetireMentorship.com/135.
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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 d...2023-10-1211 min
RetireMentorship VodcastThe Fear of Missing Out in InvestingEpisode 134 | Many of us fall into a trap: the common fear of missing out in investing. Avoid it. However, successful investing requires a specific FOMO.
See more at https://RetireMentorship.com/134.
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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...2023-10-0512 min
RetireMentorship VodcastWhen Should I Change My Investments?Episode 133 | When should I change my investments? When your goals change. We begin with the end in mind. If the end changes, the beginning may as well.
See more at https://RetireMentorship.com/133.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)
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RetireMentorship VodcastWe Are WealthyEpisode 132 | Everyone is rich but me! Wrong. The truth is we are wealthy. Instead of keeping up with the Jones, let's expand our perspective.
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RetireMentorship VodcastBeing MortalEpisode 131 | End-of-life medical practices often harm more than help. The best-seller Being Mortal illuminates the problems and offers tactful solutions.
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RetireMentorship VodcastDie With ZeroEpisode 130 | Some people die with millions of dollars. Others try to spend it down. Which is better? Should we die with zero or millions?
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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...2023-09-0718 minRetireMentorshipThe Active Life PodcastEpisode 129 | Freeman is interviewed on The Active Life Podcast
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This podcast is educational only and is not intended...2023-08-3124 min
RetireMentorship VodcastMoney Moves: Four Healthy Investments to MakeSee more at https://RetireMentorship.com/128.
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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...2023-08-2411 min
RetireMentorship VodcastHealth Investing for SeniorsSee more at https://RetireMentorship.com/127.
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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...2023-08-1736 min
RetireMentorship VodcastMoney MonsterEpisode 126 | Hollywood can push out Stock Market thrillers, and 2016's Money Monster is no different. What lessons can we learn from the big screen?
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RetireMentorship VodcastWe Are Business OwnersEpisode 125 | Who are we? Are we retirees? Working professionals? Pre-retirees? Employees or team members? No. We are Business Owners.
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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 s...2023-08-0311 min
RetireMentorship VodcastShould I Join Northwestern Mutual?Episode 124 | Should I Join Northwestern Mutual? Or Thrivent? Or MassMutual? Or an Insurance-based company? NO! Not one should.
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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 shou...2023-07-2715 min
RetireMentorship VodcastTen Optimistic Trends - Part 3Episode 123 | In this last installment of Optimistic Trends, we cover numbers 9-10, as well as touch on sixty-eight additional trends.
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RetireMentorship VodcastTen Optimistic Trends - Part 2Episode 122 | We continue with our Ten Optimistic Trends, with trends four through eight. See Episode 121 for the complete list.
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RetireMentorship VodcastFinding Purpose and Values with Joe CurryEpisode 120 | Joe Curry, host of the Retirement Planning Simplified podcast, joins to discuss Finding Purpose and Values for a Fulfilling Retirement.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us dete...2023-06-2917 min
RetireMentorship VodcastI Made a MistakeEpisode 119 | I Made a Mistake. We all do it; the difference is what we do about it. Make a mistake. Own it. Make it right. Move on.
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RetireMentorship VodcastFinancial Elder Abuse PreventionEpisode 118 | June 15th is World Elder Abuse Awareness Day. What is Financial Elder Abuse? How can we spot and prevent it?
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us dete...2023-06-1532 minRetireMentorshipAsk Freeman - Credit ScoreEpisode 117 | Do you need a Credit Score? What is it good for? How much work should you put into maintaining a Credit Score?
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Send us...2023-06-0818 min
RetireMentorship VodcastAsk Freeman - Credit ScoreEpisode 117 | Do you need a Credit Score? What is it good for? How much work should you put into maintaining a Credit Score?
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RetireMentorship VodcastRetireMentorship MagazineEpisode 116 | Become a member! Join for FREE to get loads of extra content and education, including our all-new RetireMentorship Magazine!
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determine if w...2023-06-0113 min
RetireMentorship VodcastInvesting Order of OperationsEpisode 111 | We cannot simply choose investments at random. We must follow the process: the investing order of operations.
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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 shou...2023-05-2320 min
RetireMentorship VodcastBear Brothers Financial AdvisorsEpisode 113 | What really happens behind closed doors? One firm is here to show you. Meet Bear Brothers Financial Advisors.
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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 s...2023-05-2211 minRetireMentorshipWhat Really Goes On In Financial Advisor FirmsWhat Really Goes on in Financial Advisor Firms? Freeman shares behind-the-scenes looks at the unethical sales practices of some firms.
See more at https://RetireMentorship.com/114.
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Send us a Text Message.2023-05-1824 min
RetireMentorship VodcastAsk Freeman 4Episode 110 | Dealerships always seem to be pushing extended warranties and service plans when you buy a vehicle. But are these a good deal?
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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...2023-04-2011 min
RetireMentorship VodcastAsk Freeman 3Episode 109 | In this episode of Ask Freeman, we discuss, “Does ESG Investing Support Good Causes?” The answer might surprise you.
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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 sh...2023-04-1312 minRetireMentorshipAsk Freeman 3: ESG Investing?Send us a Text Message.
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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...2023-04-1311 minRetireMentorshipHow to Be Above Average ReduxFreeman is on vacation with his family this week. In case you missed it, here is a replay of Episode 8, one hundred episodes later.
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Email us at Questions@RetireMentorship.com or call us a...2023-04-0630 min
RetireMentorship VodcastBe Wise With the Money You ManageEpisode 107 | The Bible commands us to be wise with the money we manage. If we see ourselves as managers, not owners, we’ll be wiser with our decisions.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person...2023-03-3016 min
RetireMentorship VodcastProve Them WrongEpisode 115 | Most Financial Sales Reps think you won't be able to reach your financial goals without the insurance products they sell. Prove them wrong.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will...2023-03-2514 min
RetireMentorship VodcastBe Prosperous with the Money You MakeEpisode 106 | The Bible teaches us to be poor, right? Wrong! The Bible teaches us to be Prosperous With the Money You Make.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us d...2023-03-2321 min
RetireMentorship VodcastWhat Really Goes On In Financial Advisor FirmsEpisode 114 | What Really Goes on in Financial “Advisor” Firms? Freeman shares behind-the-scenes looks at the unethical sales practices of some firms.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us determin...2023-03-1824 min
RetireMentorship VodcastBe Generous with the Money You HaveEpisode 105 | Does God only want to have our money? No, he wants to ensure our money doesn’t have us. Do this by being generous with the money you have.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meetin...2023-03-1619 min
RetireMentorship VodcastBeware of the Money You LoveEpisode 104 | Money is the root of all evil! Or is it? What does the Bible say about money? First, it tells us to Beware of the Money We Love.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in p...2023-03-0917 minRetireMentorshipAsk Freeman 2Ask Freeman about Estate Planning without kids, where to save "extra" money, and contributing to Roth vs Traditional 401(k).
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2023-03-0214 min
RetireMentorship VodcastAsk Freeman 2Episode 103 | Ask Freeman about Estate Planning without kids, where to save “extra” money, and contributing to Roth vs Traditional 401(k).
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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 sh...2023-03-0213 minRetireMentorshipAsk Freeman 1Ask Freeman about tracking Net Worth in YNAB, getting a spouse to work less, and Debt Snowball vs. Debt Avalanche.
See more at https://RetireMentorship.com/102.
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.2023-02-2317 min
RetireMentorship VodcastAsk Freeman 1Episode 102 | Ask Freeman about tracking Net Worth in YNAB, getting a spouse to work less, and Debt Snowball vs. Debt Avalanche.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help us dete...2023-02-2317 min
RetireMentorship VodcastFinancial Planning 101Episode 101 | What is Financial Planning? In Financial Planning 101, we define and share the monetary and mental benefits of the process.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazo...2023-02-1525 min
RetireMentorship VodcastGo Fund YourselfEpisode 100 | No one else is going to fund your goals. Go Fund Yourself. How? Know where you are and where you want to be, and budget to get there.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Othe...2023-02-1015 min
RetireMentorship VodcastYNAB in ActionWhat does YNAB look like? See YNAB in Action.
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RetireMentorship VodcastBudget Blunders & Best PracticesEpisode 99 | Budget Blunders will keep us failing. But Budget Best Practices make the method a breeze! We have nine of each in the ninety-ninth episode.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outp...2023-02-0229 min
RetireMentorship VodcastYou Need a BudgetEpisode 98 | Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)
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RetireMentorship VodcastHow to Make a Net Worth & Cash Flow StatementEpisode 97 | When and how do I make a net worth and cash flow statement? Grab a free template, schedule an hour, and invest in understanding your money.
See more and grab the templates at https://RetireMentorship.com/97.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)
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RetireMentorship VodcastThe Power of Net Worth and Cash FlowEpisode 96 | You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.
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RetireMentorship VodcastTen Optimistic TrendsEpisode 121 | Do you think the world is getting better, worse, or staying the same? Here are Ten Optimistic Trends that point to progress.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help...2023-01-0613 min
RetireMentorship VodcastLife Goals Shouldn’t Take a LifetimeEpisode 94 | You should create, save for, and work toward life goals. But Life Goals shouldn’t take a Lifetime to achieve. Don’t just save. Invest!
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2022-12-2917 min
RetireMentorship VodcastWe Haven’t Lost AnythingEpisode 92 | The values in your accounts may have declined by 20%. But we haven't lost anything. Not if we view it correctly. Language matters!
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zoom will help...2022-12-1511 min
RetireMentorship VodcastShould I Buy Dividend Stocks for Income?Episode 91 | Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you’ll appreciate dividends.
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Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation meeting in person or via Zo...2022-12-0821 min
RetireMentorship VodcastWhen Should I Update My Estate Plan?Episode 90 | My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
That will be the last of our Workshops for 2022. You can check out the rest of them on our Workshops page.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amaz...2022-12-0114 min
RetireMentorship VodcastHow to Find a FiduciaryEpisode 89 | There are four fiduciary loopholes people can use to call themselves Fiduciaries when they aren't. How do I know if the professional I'm working with is a true fiduciary? How do I find one if they are not?
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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 reti...2022-11-1526 min
RetireMentorship VodcastWhat is a Fiduciary?Episode 88 | “Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
See more at https://RetireMentorship.com/88.
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 hel...2022-11-1018 min
RetireMentorship VodcastShould I Convert My IRA to a Roth?Episode 87 | Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
See more at https://RetireMentorship.com/87.
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...2022-11-0338 min
RetireMentorship VodcastA Successful RetirementEpisode 93 | What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?
See more at https://RetireMentorship.com/86.
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...2022-10-2229 min