RetireMentorship with Freeman Linde, CFP®

We Haven’t Lost Anything

Episode 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!
 
See more at https://RetireMentorship.com/92.
 
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 Questions@RetireMentorship.com 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.

Should 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.
 
See more at https://RetireMentorship.com/91.
 
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 Questions@RetireMentorship.com 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.

When 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.
 
See more at https://RetireMentorship.com/90.
 
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 Questions@RetireMentorship.com 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.

How to Find a Fiduciary

Episode 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?
 
See more at https://RetireMentorship.com/89.
 
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 Questions@RetireMentorship.com 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.

What 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 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 Questions@RetireMentorship.com 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.

Should 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 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 Questions@RetireMentorship.com 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.

Investment or Expense?

We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.
 
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 . (Available on Amazon.)
 
Find my financial planning firm at LaxFP.com.
 
Email us at Questions@RetireMentorship.com 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 Successful Retirement

Episode 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 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 Questions@RetireMentorship.com 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.

Stop Talking About Tactics!

We are obsessed with debating financial tactics, which are often outside our control. Stop it! 🛑 Focus instead on what you can control.
 
See more at https://RetireMentorship.com/85.
 
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 . (Available on Amazon.)
 
Find my financial planning firm at LaxFP.com.
 
Email us at Questions@RetireMentorship.com 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.

Will Social Security Exist When I Retire?

Social Security is going broke! Will Social Security Exist? Let's explore the problems with Social Security and options for fixing it.
 
See more at https://RetireMentorship.com/84.
 
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 . (Available on Amazon.)
 
Find my financial planning firm at LaxFP.com.
 
Email us at Questions@RetireMentorship.com 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.