RetireMentorship with Freeman Linde, CFP®

Supercharging The 4% Rule!

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 Questions@RetireMentorship.com 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.

3 Tax Efficient Charitable Gifting Strategies for 2026

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 Questions@RetireMentorship.com 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.

3 TERRIBLE Tax Strategies in 2026

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 Questions@RetireMentorship.com 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.

Should I Do a ROTH CONVERSION in 2026?

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 Questions@RetireMentorship.com 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.

Should I Contribute to ROTH or TRADITIONAL in 2026?

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 Questions@RetireMentorship.com 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.

SAVE on Taxes in 2026

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 Questions@RetireMentorship.com 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.

Top 3 Ways We SHIFTED Our Investing Strategy

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 Questions@RetireMentorship.com 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.

The 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.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 Questions@RetireMentorship.com 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.

The FINAL Pillars of Financial SUCCESS

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 Questions@RetireMentorship.com 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.

Financial SUCCESS Through BELIEF

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 Questions@RetireMentorship.com 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.