RetireMentorship
Freeman Linde, CFP®
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Your Mentor to and through Retirement, helping you Retire Successfully and stay Successfully Retired. We will discuss all areas of Financial Planning to take the complex and make it simple. Grow in knowledge and wisdom and make better financial choices with RetireMentorship.
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2 days ago
Ask Freeman - Credit Score
Episode 117 | Do you need a Credit Score? What is it good for? How much work should you put into maintaining a Credit Score?
See more at https://RetireMentorship.com/117
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.
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.
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Jun 1, 2023
RetireMentorship Magazine
Episode 116 | Become a member! Join for FREE to get loads of extra content and education, including our all-new RetireMentorship Magazine!
See more at https://RetireMentorship.com/116.
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.
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.
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.
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.
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May 25, 2023
Prove Them Wrong
Most Financial Sales Reps think you won't be able to reach your financial goals without the insurance products they sell. Prove them wrong.
See more at https://RetireMentorship.com/115.
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.
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.
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.
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May 18, 2023
What Really Goes On In Financial Advisor Firms
What 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.
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.
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.
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May 11, 2023
Bear Brothers Financial Advisors
What really happens behind closed doors? One firm is here to show you. Meet Bear Brothers Financial Advisors.
See more at https://RetireMentorship.com/113.
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.
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May 4, 2023
The Immense Stupidity of Investment Selection
The media's overemphasis on investment selection leads to a lot of bad ways to select your investments. What's the right way?
See more at https://RetireMentorship.com/112
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.
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Apr 27, 2023
Investing Order of Operations
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.
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Apr 20, 2023
Ask Freeman 4: Extended Warranties?
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.
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Apr 13, 2023
Ask Freeman 3: ESG Investing?
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.
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Apr 6, 2023
How to Be Above Average Redux
Freeman is on vacation with his family this week. In case you missed it, here is a replay of Episode 8, one hundred episodes later.
See more at https://RetireMentorship.com/108
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.
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Mar 30, 2023
Be Wise with the Money You Manage
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.
See more at https://RetireMentorship.com/107
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.
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Mar 23, 2023
Be Prosperous with the Money You Make
The Bible teaches us to be poor, right? Wrong! The Bible teaches us to be Prosperous With the Money You Make.
See more at https://RetireMentorship.com/106.
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.
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Mar 16, 2023
Be Generous with the Money You Have
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.
See more at https://RetireMentorship.com/105.
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.
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Mar 9, 2023
Beware of the Money You Love
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.
See more at https://RetireMentorship.com/104.
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.
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Mar 2, 2023
Ask Freeman 2
Ask Freeman about Estate Planning without kids, where to save "extra" money, and contributing to Roth vs Traditional 401(k).
See more at https://RetireMentorship.com/103
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.
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Feb 23, 2023
Ask Freeman 1
Ask 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.
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.
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Feb 16, 2023
Financial Planning 101
What is Financial Planning? In Financial Planning 101, we define and share the monetary and mental benefits of the process.
See more at https://RetireMentorship.com/101.
Schedule a Discovery with Me at https://calendly.com/flinde/discovery.
View other Fee-Only Fiduciaries at FeeOnlyNetwork.com
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.
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Feb 9, 2023
Go Fund Yourself
Episode 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.
See more at https://RetireMentorship.com/100.
Start your YNAB Free Trial now!
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.
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Feb 2, 2023
Budget Blunders & Best Practices
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.
Start Your 34-Day Free Trial of YNAB!
See more at https://RetireMentorship.com/98.
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.
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Jan 26, 2023
You Need a Budget
Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.
Start your 34-Day Free Trial now!
See more at https://RetireMentorship.com/98.
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.
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Jan 19, 2023
How to Create a Net Worth & Cash Flow Statement
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.
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.
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Jan 12, 2023
The Power of Net Worth & Cash Flow
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.
See more at RetireMentorship.com/96
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.
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Jan 5, 2023
2023: Best Year Ever!
Let's make 2023 the Best Year Ever! We're going back to basics. By year-end, let's turn "I wish I had known" into "I am glad I did."
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.
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Dec 29, 2022
Life Goals Shouldn't Take a Lifetime
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!
See more at https://RetireMentorship.com/94.
Watch the E*Trade Commercial here: https://www.youtube.com/watch?v=Cvb3Sr7_Xao
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.
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Dec 22, 2022
A Successful Retirement
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/93
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.
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Dec 15, 2022
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 . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
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Dec 8, 2022
Should I Buy Dividend Stocks for Income?
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 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 . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
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Dec 1, 2022
When Should I Update My Estate Plan?
My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
See more at 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 . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
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Nov 24, 2022
Gratitude is the Way (Redux)
We're off this week for Thanksgiving, but in case you missed episode 43, we are republishing it here. Take 12 minutes to be grateful.
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.
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Nov 17, 2022
How to Find a Fiduciary
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 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 . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
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Nov 10, 2022
What is a Fiduciary?
"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 . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
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Nov 3, 2022
Should I Convert My IRA to a Roth?
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 . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
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Oct 27, 2022
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 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.
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Oct 20, 2022
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 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.
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Oct 13, 2022
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.
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Oct 6, 2022
Should I Get Out of the Stock Market?
Recession, Inflation, and a Frantic Bear Market. 📉 Is now the time to cut my losses and get out of the stock market?
See more at RetireMentorship.com/83
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.
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Sep 29, 2022
Get Notified? Nope!
Do you get notified about the news? 🚨 Do you surrender control of your attention, mood, or investment outlook? Or do you stay focused?
See more at RetireMentorship.com/82
Become a RetireMember for free to receive exclusive content at RetireMembership.com.
Get my book, *3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*, on Amazon.com or at 3DRetirementIncome.com.
Find my financial planning firm at LaxFP.com.
If you have any questions or have a suggestion for a topic you would like to be turned into a show, email us at Questions@RetireMentorship.com. Or you can call us at 1-855-6MENTOR.
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@RetireM…
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Sep 22, 2022
Stop Using the C-Word!
Insurance companies love to use the C-Word. They try and sell certainty. But while it can be sold, it cannot be delivered. Stop it! 🛑
See more at RetireMentorship.com/81
Become a RetireMember for free to receive exclusive content at RetireMembership.com.
Get my book, *3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*, on Amazon.com or at 3DRetirementIncome.com.
Find my financial planning firm at LaxFP.com.
If you have any questions or have a suggestion for a topic you would like to be turned into a show, email us at Questions@RetireMentorship.com. Or you can call us at 1-855-6MENTOR.
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@RetireMe…
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Sep 15, 2022
The New RetireMembership
We have new membership benefits that are 100% free! Join RetireMembership to receive exclusive content and resources.
See more at RetireMentorship.com/80
Become a RetireMember for free to receive exclusive content at RetireMembership.com.
Get my book, *3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*, on Amazon.com or at 3DRetirementIncome.com.
Find my financial planning firm at LaxFP.com.
If you have any questions or have a suggestion for a topic you would like to be turned into a show, email us at Questions@RetireMentorship.com. Or you can call us at 1-855-6MENTOR.
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 cal…
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Sep 8, 2022
It's Too Late
Don't do it! 🛑 That hot stock, that rumor, that investing trend you want to try... Stop. By the time you hear about it, it's too late.
See more at RetireMentorship.com/79
Become a RetireMember for free to receive exclusive content at RetireMembership.com.
Get my book, *3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*, on Amazon.com or at 3DRetirementIncome.com.
Find my financial planning firm at LaxFP.com.
If you have any questions or have a suggestion for a topic you would like to be turned into a show, email us at Questions@RetireMentorship.com. Or you can call us at 1-855-6MENTOR.
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@RetireM…
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Sep 1, 2022
Is it Too Late to Invest?
As people age and approach retirement or the end of life, they often wonder, "Is it too late to invest?" Not if it is according to a plan. ✅
See more at RetireMentorship.com/78
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Get my book, *3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*, on Amazon.com or at 3DRetirementIncome.com.
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Aug 25, 2022
How to Break Bad Financial Habits
How do we break bad financial habits? 🤷♂️ Do one or more of the following: Make it Invisible, Unattractive, Difficult, or Unsatisfying.
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Aug 18, 2022
How to Build Good Financial Habits
How do we build good financial habits? 🤷♂️ Follow the four laws of behavior change: Make it Obvious, Attractive, Easy, and Satisfying.
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Aug 11, 2022
How Are Financial Habits Made?
Financial habits rule our financial results. 💵 Financial excellence is not an act, but a habit. How are they made?
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Aug 4, 2022
Your Financial Identity
🎯 Goals are outcomes. 🏃Actions are inputs. But the core is your identity. 👤 Want to change your finances or life? Change your identity.
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Jul 28, 2022
Health - Invest in Your Greatest Asset
Your greatest asset is not your 401(k), your Roth IRA, or your house. It is your health. Invest in it, starting at $30 and 30 minutes.
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Jul 21, 2022
Incentivized Health Care
We must incentivize health, not insurance, to fix healthcare. The American Incentivized Medical plan addresses this core issue.
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Jul 14, 2022
The Problem with Healthcare
We have a problem. Healthcare costs are through the roof. Why do we focus on Health Insurance instead of Health? Time to adjust our aim.
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Jul 7, 2022
Your Mortal Enemy: Inflation
Your mortal enemy is not a temporary drop in the stock market. It is the permanent rise of the living costs over your lifetime.
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Jun 30, 2022
Buyer Beware
Financial products are sold with ferocious passion at all times, but especially during down markets. Are these products good? Buyer Beware.
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Jun 23, 2022
Facing the Bear
When you stare into the eyes of the beast threatening everything you've worked for, what do you do? How do you face the bear? 📉
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Jun 16, 2022
Bear Markets Aren't Bad
The media is howling that the current financial bear market is a crisis. 📉 Is it? Or is it an opportunity of a lifetime?
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Jun 9, 2022
Should I Buy Series I Bonds?
Series I Bond Interest Rates have exploded! 🤯 What are I Bonds? When should l buy them? When should I NOT Buy them?
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Jun 2, 2022
Bonds Bomb
People in or approaching retirement tend to half a lot of money in bonds for their income and their stability. But what if both benefits bomb?
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May 26, 2022
Should I Finance a Car or Pay Cash?
Should you pay cash for a vehicle or take out a car loan? Which is smarter? We'll look at some principles for deciding.
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May 19, 2022
Should I Buy or Lease a Car?
Many people claim leasing a car is cheaper. Others assert it's more expensive. When should you buy, and when should you lease?
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May 12, 2022
Should I Buy a New or Used Car? Pt 2
Buying a new car is FAR more expensive. So where do we need to be financially to buy one? What about emotionally?
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May 5, 2022
Should I Buy a New or Used Car? Pt 1
Whether or not you should buy a new car depends on the total cost of the car. What is that new car truly costing you? Let's find out.
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Mar 31, 2022
Journalism Ain't Your Friend (Redux)
The news media is not your friend. Especially when it comes to your investments.
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Mar 24, 2022
Debt - Less Sooner vs. More Later
Using debt is choosing less sooner over more later. You will have less over your lifetime if you spend more on interest and save less into investments. The opposite is also true. Life satisfaction is usually found in an intentional balance.
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Mar 17, 2022
3 Questions for Better Decisions
When you've made a decision, ask yourself these three questions. It'll either confirm your decision is wise, or it could prevent you from making a horrible mistake.
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Mar 10, 2022
Don't Measure the Moment
Is the Stock Market up or down? It depends on where you're measuring from.
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Mar 3, 2022
The Last Two Horsemen
We examine the Last Two Horsemen
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Feb 24, 2022
The First Two Horsemen
Examine the first two of the Four Horsemen.
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Feb 22, 2022
Launch!
3D Retirement Income is Available Now! Special Launch Week pricing of 40-80% off! Plus get $163 of bonuses FREE when you buy the book.
Buy on Amazon
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Feb 17, 2022
Should I Buy Bitcoin? Part 2
We continue with our discussion on cryptocurrencies. Listen to last week first if you haven't, and explore the positives of crypto and whether or not you should buy it today.
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My Book: "*3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*" is available! Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
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Feb 10, 2022
Should I Buy Bitcoin? Part 1
Bitcoin and cryptocurrency are always a topic of fierce debate. Here are some things to think through before you buy.
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My Book: "*3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*" is available! Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
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Feb 3, 2022
Embrace Volatility
Don't flee from market volatility. Don't even endure it. Embrace it! It's a saver's best friend, and the price you pay for superior returns. Ensure your advisor embraces it as well.
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My Book: "*3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*" is available! Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
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Jan 27, 2022
Why Do I Need Tax Planning?
Tax Preparation isn't the same as Tax Planning. You need both to keep more of your money in your pocket.
See more at RetireMentorship.com/51.
My Book: "*3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*" is available! Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
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Jan 20, 2022
3D Retirement Income
New Book coming on 2/22/22!
3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others will teach you how to Retire Successfully and stay Successfully Retired.
Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, mess…
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Jan 13, 2022
Save Money - Spend Money
Sometimes you need to spend money to save money. We'll discuss three ways you can spend money now in order to save more money later.
* Detail your Car
* Buy Gift-cards
* Hire a Coach
These are unconventional ways to save thousands of dollars.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or y…
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Jan 6, 2022
Save Money - Avoid Ads
Ads Work. They cause us to buy things we didn't know we wanted until we saw the ad. We can save money by avoiding ads. There are five easy ways we can start avoiding ads:
* Stream Ad-Free TV
* Use "Do Not Track" on Social Media
* Unsubscribe from All Marketing Emails
* Use Email App
* Use Reader Mode on Websites
Use these tactics to save money on things you don't actually need or want, and put then toward your true values. That's what financial planning is all about.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week (…
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Dec 30, 2021
Victorious Cycle - Plan & Execute
How do we actually achieve our Vision, Targets, & Goals? Two ingredients:
* Planning with Purpose
* Executing with Excellence
Resources Mentioned:
* Planner: VictoriousPlanner.com
* Planner: FullFocusPlanner.com
* App: Todoist
* Book: The 12 Week Year
Go to https://Retirementorship.com/47 for visuals and a downloadable template for writing your own Vision, Targets, and Goals.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Join our FREE membership community to receive exclusive content at RetireMembership.com.
The co…
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Dec 28, 2021
BONUS: Victorious Cycle - Example Vision, Targets, and Goals
We've discussed Vision, Targets, and Goals. But what do they look like? In this bonus episode, I give real examples from my life of these elements to give you some ideas for what you might want write.
Adopt them. Adapt them. Abort them. Do with them what you will. Hearing the goals of others builds a goal-setting mindset of your own.
Go to https://Retirementorship.com/46 for visuals and a downloadable template for writing your own Vision, Targets, and Goals.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Join our FREE membership c…
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Dec 23, 2021
Victorious Cycle - Vision, Targets, & Goals
How do we actually live a life we want? By knowing what it is and how to get there. For that, we need:
* Vision - Inspiring Life Change
* Targets - Significant Life Change
* Goals - Achievable Life Change
These can be applied to Financial Goals, as well as the other 6 domains of life.
Go to https://Retirementorship.com/46 for visuals and a downloadable template for writing your own Vision, Targets, and Goals.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
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Dec 16, 2021
Victorious Cycle - Life Domains
Finances fund our life. The rest of life really matters! If we are going to spend most of the year focusing on finances (which we are), let's take a few weeks at the end of the year to look at the rest of life. How can we make 2022 the best year ever? By creating a Victorious Cycle to improve every life domain.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
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 Ou…
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Nov 29, 2021
To Roth or Not to Roth
Knowing and acting on the difference between traditional and Roth retirement accounts could save you, or cost you, ten of thousands of dollars.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Join our FREE membership commun…
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Nov 22, 2021
Gratitude is the Way
Nothing you accomplish or achieve in life will matter without gratitude.
https://RetireMentorship.com
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.
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Nov 15, 2021
Investing, Speculating, & Trading, Oh My!
There are key differences between Investing, Speculating, and Trading. They are NOT the same. And understanding the contrast could mean the difference between success and failure.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a mess…
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Nov 8, 2021
The Fourth Dimension
The Fourth Dimension: Donation: Income that IMPACTS others beyond you.
Embracing 3D Retirement Income allows you to fully explore Donation.
For more info on 3D Retirement Income, view the webinar: The Principal Problem at PrincipalProblem.com.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you ca…
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Nov 1, 2021
Life-Time Capital Gains
Discard Short-Term Thinking.
Embrace Long-Term Thinking.
Evolve to Life-Time Thinking.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
Join our FREE membership community to receive exclusive content at RetireMembership.c…
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Oct 29, 2021
ACTION: Start Your Super Account
Action Items:
* Listen to Episode 20
* Evaluate Health Plans and choose a HDHP if possible.
* Maximize HSA first.
* Invest HSA (check out Schwab's investable HSA).
* Consider a one-time IRA to HSA transfer.
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.
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Oct 25, 2021
Super Accounts
Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter in to Open Enrollment for many people.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a…
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Oct 18, 2021
Time Horizon
Your Time Horizon (when you will be using you investments), is important. But traditional ways of thinking about Time Horizon are flawed.
Learn the crucial phases of Time Horizon.
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a mes…
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Oct 15, 2021
ACTION: Act Continuously on Your Plan
Two separate action items depending on your answer to this question:
Do you have an investing plan and are you perfectly sticking to it?
No? Here's your action item: Get yourself and investing plan.
Need help? Listen to episode 33.
Yes? You do have a plan and you're sticking with it? Then enjoy the weekend. No action necessary. That's the beauty of having a plan.
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.
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Oct 11, 2021
Timing the Market
When the market is moving, people being to wonder whether they should try and time its cycles. Let's look at timing the market, specifically:
* Why one would (and shouldn't) try to time it.
* Why being "Right Twice" is so difficult
* A Tale of Three Brothers who tried different timing strategies
* Correctly Timin' the Market
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about th…
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Oct 8, 2021
ACTION: Start Aligning your Money with your Values
Action Items:
* Determine and write out your top values (do it with a spouse if you have one).
* Use YNAB (You Need A Budget) or similar software to track your use of money to determine if it aligns with those values. Then use it to plan future dollars to align with your values.
* Take the Financial Planning Score Quiz at RetireMentorship.com
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.
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Oct 6, 2021
Aligning Capital with Values
For World Financial Planning Day, we're discussing how Financial Planning can help align your use of Capital (Time, Energy, and Money) with your Values (what you say is important to you, and what actually is).
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.
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Oct 1, 2021
ACTION: Together
Anthony shares some action items you can do, together with your spouse (or friend), to improve your finances and how you work toward them.
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.
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Sep 27, 2021
Working with Your Spouse for Purposeful Finances
In this episode we interview Anthony Schmidt. His wife Miranda and he paid off nearly $500,000 of debt and are now completely debt free. They've earned the ability to use money toward specific purposes, and have done it all by working together. Tune in for this special episode.
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.
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Sep 20, 2021
The True Cost of "Free" Advice
Often we seek free resources or the advice of people without a price tag. But there are many hidden costs to "free" advice. We discuss the types and how to avoid them.
If you would like to explore advice that may be truly "free" (see podcast for what I mean), schedule a call with us here, or check out my financial planning practice at LaxFP.com.
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.
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Sep 13, 2021
CFP 8 - Finding a Planner
A good financial planner may help you:
* Save more money
* Make more money
* Provide Peace of Mind and Confidence
* Overcome procrastination and get items done
* Save time and capacity
If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com.
Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and…
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Sep 10, 2021
ACTION: One-Page Financial Plan
Action items for this week:
* Schedule a Start
* Download the 1PFP Template at https://RetireMentorship.com/32
* Register for the Virtual Seminar at PrincipalProblem.com
* Ask for Help
*Need help finding a planner? *
Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
Join our FREE membership community to receive exclusive content at RetireMembership.com.
The cont…
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Sep 7, 2021
CFP 7 - One-Page Financial Plan
We've organized, prioritized, and calculated. Now it's time to put it all together. Move from Simplistic, through Complexity, to an elegant Simplicity.
A One-Page Financial Plan will give you the framework to implement everything you've uncovered in your financial plan over the last seven weeks.
Find an example plan and a template at https://RetireMentorship.com/32
*Need help finding a planner to conduct? *
Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorshi…
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Sep 3, 2021
ACTION: Estate Planning
Your Action Items are:
* Choose who you want your assets to go to
* Choose who you want your estate people to be (executor, guardian, POA, etc.)
* Get estate documents created and signed
For item 3, you have three options:
* Use an online estate planning document service ($200-$600. Better than nothing.)
* Hire an estate planning attorney ($600-$10,000. Costs vary widely. Best if you also want legal advice.)
* Hire our Financial Planning Firm ($500-$1,500. "Happy Medium." Legal documents created through a partner estate planning firm.) Email Questions@RetireMentorship.com for more details.
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.
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Aug 30, 2021
CFP 6 - Estate Planning
Estate Planning is not just for the wealthy. It's for anyone who wants to control what happens to their dependents and their assets when they pass, especially if you want to avoid:
* Family Fights
* Family Burden
* Government Deciding
* Delays
* Excessive Fees
Find out how to decide, AND MAKE IT LEGALLY BINDING, with Estate Planning.
RetireMentorship.com/31
*Need help finding a planner to conduct your insurance planning? *
Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us a…
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Aug 27, 2021
ACTION: In-Retirement Planning
Are you age 50 or older?
* Attend for the Virtual Seminar: The Principal Problem, Solving for a Retirement Income you cannot outlive. Register at PrincipalProblem.com.
Under Age 50?
* Invite a parent or someone you know to attend the seminar. Send them the trailer podcast, or you can direct them to PrincipalProblem.com where they can view a video trailer. If you've enjoyed the podcast content, they will benefit from this 50 minute seminar.
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.
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Aug 25, 2021
TRAILER: The Principal Problem Virtual Seminar
The Principal Problem, Solving for a Retirement Income you cannot outlive.
This seminar is specifically for people over age 50 who want better strategies for their retirement funds.
Register to reserve your spot for the virtual seminar on September 14th or 16th.
Register Here: PrincipalProblem.com
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.
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Aug 23, 2021
CFP 5 - In-Retirement Planning
Step 5 of Creating a Financial Plan is Retirement Planning. That comes in two phases:
* Pre-Retirement Planning
* In-Retirement Planning
We are RetireMentorship, "Your Mentor *TO* (Pre-Retirement) and *THROUGH*(In-Retirement) Retirement." This is what we do best.
Today we will cover In-Retirement Planning.
REGISTER FOR THE VIRTUAL SEMINAR: Go to PrincipalProblem.com
You can find links to resources at:
RetireMentorship.com/30
You can help plan your retirement using RightCapital. Click here to start using it for free.
*Need help finding a planner to conduct your insurance planning? *
Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latt…
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Aug 20, 2021
ACTION: Pre-Retirement Planning
Action steps for this week: Follow the steps from the Pre-Retirement Planning episodes to:
1. Determine your Retirement Principal (the total amount of retirement money you'll need to retire)
2. Determine your Retirement Savings (how much you need to save monthly to get there)
To make these steps easier:
3. Register for RightCapital to aid you in your retirement planning.
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.
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Aug 16, 2021
CFP 5 - Pre-Retirement Planning
Step 5 of Creating a Financial Plan is Retirement Planning. That comes in two phases:
* Pre-Retirement Planning
* In-Retirement Planning
We are RetireMentorship, "Your Mentor *TO* (Pre-Retirement) and *THROUGH** *(In-Retirement) Retirement." This is what we do best.
Today we will cover Pre-Retirement Planning.
You can find links to resources at:
RetireMentorship.com/29
For Practical Planning, you can help plan your retirement using RightCapital. Click here to start using it for free.
*Need help finding a planner to conduct your insurance planning? *
Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
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Aug 13, 2021
ACTION: Plan Your Taxes
Planning here goes a long way. But it is also the most technical part of the plan. There is a lot that goes into tax planning.
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.
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Aug 9, 2021
CFP 4 - Tax Planning
Taxes are the largest expense you will pay. Let's plan to pay less!
Tax preparation is filing your taxes after the year ends. It looks backward.
Preparation is attempting the pay the least amount of taxes last year.
Tax Planning is projecting your taxes for future years. It looks foward.
Planning is attempting you pay the least amount of tax over your lifetime.
RetireMentorship.com/28
*Need help finding a planner to conduct your insurance planning? *
Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Face…
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Aug 6, 2021
ACTION: Get the Right Insurances
You can get the proper protect AND save money by evaluating and PLANNING your insurances, rather than simply being sold or taking the default option.
Action steps for this week:
1. Schedule a time to evaluate your Health Insurance options during Open Enrollment.
2. Get Disability Income Insurance through a Broker
3. Get Term Insurance through a Broker
4. Evaluate your Home & Auto through a Broker
5. Drop unnecessary coverage (see episode 20)
This is easily $100/hr work, if not $500/hr. Get it done, or higher someone to do it for you.
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.
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Aug 2, 2021
CFP 3 - Insurance Planning
Creating your Insurance Plan is next.
It's IMPORTANT, as you cannot recover from a six-figure set-back.
It's ADVANTAGEOUS, as you may be able to find thousands in annual savings.
Full article and visuals can be found at:
RetireMentorship.com/27
*Need help finding a planner to conduct your insurance planning? *
Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
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Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
Join our…
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Jul 30, 2021
ACTION: Create an Investing Plan
It's time to act! Improve your investing by investing in yourself. Invest in yourself by taking the time to plan.
Action steps for this week:
1. Listen to the early episodes to build your planning mindset
2. Schedule a time to create and investing plan
Creating a plan takes work, and you are more likely to do it if you schedule it.
Consider it $1,000/hr work!
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.
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Jul 26, 2021
CFP 2 - The Investing Plan
Having and Investing Plan is CRUCIAL to your lifetime success. And it can run in the background. Before creating an investing Plan, we'll want to know the purpose of investing and the drivers of lifetime investor success. Then we can examine the Seven Steps of Creating an Investing Plan.
The full episode can be found at:
RetireMentorship.com/26
View the long-term effects of your investing plan, get your accounts organized, calculate your net worth, and track your income and spending with RightCapital.
Organize your financial files with OneDrive.
Budget like a pro with YNAB (You Need a Budget).
Need help finding an advisor to craft an Investment Plan? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become…
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Jul 23, 2021
ACTION: GO, Net, Flow
Don't merely know information. Believe in its ability to help you.
Don't merely believe. ACT!
Every piece of the financial planning process will be easier if complete these steps.
Visit RetireMentorship.com/25 for full list of actions.
*Schedule 30-60 minutes to complete the following actions:
1. Connect Accounts to **RightCapital**
2. Organize Files with **OneDrive**
3. Take the **Financial Planning Score Quiz*
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.
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Jul 19, 2021
CFP 1 - GO, Net, Flow
The first steps in creating financial plan are GO, Net, Flow. That is:
1. Get Organized
2. Net Worth
3. Cash Flow
The full episode can be found at:
RetireMentorship.com/25
Get your accounts organized, calculate your net worth, and track your income and spending with RightCapital.
Organize your financial files with OneDrive.
Budget like a pro with YNAB (You Need a Budget).
Need help finding an advisor to craft an Investment Plan? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at…
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Jul 16, 2021
ACTION: Find your Financial Planning Score
Don't merely know information. Believe in its ability to help you.
Don't merely believe. ACT!
Before you know if you need to create a financial plan, you should know your Financial Planning Score.
Take the Quiz to get your score. If you score an A, you have already completed your financial planning and are working the plan. Anything less, and there is work you can do to improve your finances and your life.
It takes 10-15 minutes to complete. No email address required.
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.
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Jul 12, 2021
Creating a Financial Plan 0: 5Cs
You need a financial plan. How do you Create a Financial Plan?
First we need to cover WHO is creating the plan.
Whether you are a DIYer intent on creating your own Financial Plan, or a Delegator looking to hire someone to create it, You/They need 5 Cs to be qualified to make that plan.
1. Competence
2. Capacity
3. Commitment
4. Contentment
5. Character
The full episode can be found at:
RetireMentorship.com/24
Need help finding an advisor to craft an Investment Plan? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic,…
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Jul 9, 2021
ACTION: TDFs are Dangerous
Don't merely know information. Believe in its ability to help you.
Don't merely believe. ACT!
Target Date Funds are the Bing of investment options. They may be the default, but they are not the best. Here are you action items:
* Check your Retirement Plan (and your spouses) to see if you have any TDFs.
* If you are not close to retirement, but your parents are, ask them if they have TDFs. TDFs are most dangerous to this group. (Pass this episode along if they do.)
* Schedule a time to get an Investing Plan. (Set a reminder or alarm right now if you don't have time to put it on the calendar.)
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.
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Jul 5, 2021
The Trouble with Target Date Funds
Target Date Funds are the default options for many investors in their 401(k)s. Not because they are great options, but because they cover the butts of 401(k) companies and employers. But they have their troubles.
*TDFs are Dumb.* They result in lower long term returns at higher fees.
*TDFs are Dangerous.* They give no options to those in retirement, forcing them to make The Big Mistake: Selling their equities when they're down.
While this is not investment advice, I contend that NO ONE should own Target Date Funds.
Full article and visuals can be found at:
RetireMentorship.com/23
Need help finding an advisor to craft an Investment Plan? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a…
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Jul 2, 2021
ACTION: RTQs are Stupid!
Don't merely know information. Believe in its ability to help you.
Don't merely believe. ACT!
Basing your Lifetime Returns on a Five Minute Risk Tolerance Questionnaire is Stupid!
Here are two ways to act on that knowledge.
1. Listen to Episodes 1-4. They will build your foundation for believing that RTQ based investing is insufficient.
2. Schedule a time to get an Investment Plan. Have a Plan, not just a portfolio. And unless you can get one right now, schedule a time to do it. Make time to either create one yourself, or find an advisor who will help.
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.
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Jun 28, 2021
Risk Tolerance is Stupid! Pt 2
Investing based on a Risk Tolerance Questionnaire is STUPID!!!
Almost every investor needs to answer a Risk Tolerance Questionnaire before investing.
These questionnaires determine the investor's destiny.
These questionnaires are dumb.
We'll look at two more problems with RTQs, and the solution.
Full article and visuals can be found at:
RetireMentorship.com/21
Need help finding an advisor to craft an Investment Plan? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@Ret…
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Jun 21, 2021
Risk Tolerance is Stupid! Pt 1
Investing based on a Risk Tolerance Questionnaire is STUPID!!!
Almost every investor needs to answer a Risk Tolerance Questionnaire before investing. These questionnaires determine the investor's destiny. And these questionnaires are dumb. We'll look at some of the problems with RTQs, and next week we'll look at the solution.
Full article and visuals can be found at:
RetireMentorship.com/21
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
Join our FREE membership community to receive exclusive content at RetireMembership.com.
The…
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Jun 14, 2021
Insurance You Do/n't Need
There are some insurances you need, and others you don't.
Insurances you DO need:
* Health Insurance
* Disability Income Insurance
* Term Life Insurance (if you have dependents, previously covered)
* Home & Auto Insurance
Insurance you MAY need:
* Long-Term Care Insurance (previously covered)
* Umbrella Insurance
* Dental Insurance
* Vision Insurance
Insurance you DON'T need:
* Accidental Death & Dismemberment (exceptions apply)
* Pet Insurance
* Identity Theft Insurance
* Critical Illness Insurance
* Product Insurance
Full article and visuals can be found at:
RetireMentorship.com/20
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
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Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Fac…
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Jun 7, 2021
Term Limits
If you have people depending on your income, YOU NEED TERM INSURANCE!
What is Term Insurance? Who needs it? And how much do they need?
If you have people depending on you, you need it. How much? You want to cover (or minimally help with) 5 things
* Final Expenses
* Pay off debt
* Pay off (or buy) home
* Retirement Lump Sum
* Income Bucket
Add to it anything else for college or other financial goals.
Quote your own insurance from dozens of carriers and apply right online.
Full article and visuals can be found at:
RetireMentorship.com/19
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
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If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can c…
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Jun 1, 2021
Long-Term Care & Other Uses
While Permanent Life Insurance is wrong for most people, there are a few good uses for it. We will cover the three good uses for Permanent Life Insurance in an overall financial plan:
* As a Hybrid Long-Term Care Solution
* As a Blue Bucket Alternative
* As Both (Preferred Use)
Learn the only good uses of PLI, either for you or perhaps your parents. Knowing the few good uses reinforces your avoidance of the bad.
Again, these episodes target permanent life insurance specifically. If you have people depending on your income, YOU NEED TERM INSURANCE!
Quote your own insurance from dozens of carriers and apply right online. (Note: Permanent life insurance also available on the platform. IGNORE THAT. :) )
Full article and visuals can be found at:
RetireMentorship.com/18
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Becom…
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May 24, 2021
Life Insurance Lies! Part 4
Bad things may happen to you. But you can't and shouldn't insurance against all of them. This includes insuring your insurability. Don't do it. Today we cover four of the popular myths of for why you should buy permanent life insurance:
* Most Agents are Good People and can be Trusted.
* You Should Buy Permanent Life Insurance While You're Young.
* You Should Buy Permanent Life Insurance to Protect Your Insurability.
* You Should Buy Permanent Life Insurance for the Long-Term Care Rider (while young).
There are much better strategies out there, and we'll unpack why.
Again, these episodes target permanent life insurance specifically. If you have people depending on your income, YOU NEED TERM INSURANCE!
Quote your own insurance from dozens of carriers and apply right online. (Note: Permanent life insurance also available on the platform. IGNORE THAT. :) )
Full article and visuals can be found at:
RetireMentorship.com/17
Enjoying the show? Sponsor it by becoming a RetireMem…
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May 17, 2021
Life Insurance Lies! Part 3
"Experts" may be educated beyond their intelligence. Today we cover three of the popular myths of permanent life insurance:
* Independent Experts Confirm that Permanent Life Insurance is Better.
* Successful Wealthy People Own Life Insurance; So Should You.
* Infinite Banking is a Great Strategy
There are much better strategies out there, and we'll unpack why.
Again, these episodes target permanent life insurance specifically. If you have people depending on your income, YOU NEED TERM INSURANCE!
Quote your own insurance from dozens of carriers and apply right online. (Note: Permanent life insurance also available on the platform. IGNORE THAT. :) )
Full article and visuals can be found at:
RetireMentorship.com/16
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
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Your support m…
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May 10, 2021
Life Insurance Lies! Part 2
Permanent life insurance is oversold and underdelivers. Today we cover two of the popular myths of permanent life insurance:
* Permanent life insurance is a great alternative asset class.
* Permanent life insurance is a great way to mitigate taxes.
There are much better strategies out there, and we'll unpack why.
Again, these episodes target permanent life insurance specifically. If you have people depending on your income, YOU NEED TERM INSURANCE!
Quote your own insurance from dozens of carriers and apply right online. (Note: Permanent life insurance also available on the platform. IGNORE THAT. :) )
Full article and visuals can be found at:
RetireMentorship.com/15
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
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Your support means a lot! Find out more at RetireMembership.com.…
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May 3, 2021
Life Insurance Lies! Part 1
A LOT of permanent life insurance is sold, and 99% of us don't need it! In this mini-series, we cover the "Life Insurance Lies", the myths and strategies used to sell permanent life insurance. If you own any permanent life insurance, you'll want to hear all parts.
Need Term Insurance? Quote your own insurance from dozens of carriers and apply right online. (Note: Permanent life insurance also available on the platform. IGNORE THAT. :) )
Full article and visuals can be found at:
RetireMentorship.com/14
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and l…
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Apr 26, 2021
Retiread: Free to Focus
Free to Focus by Michael Hyatt will help anyone who wants to focus more on what is important in life and be more productive. You will not regret the listen/read.
Find your copies here:
Free to Focus Audiobook
Free to Focus Book
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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.)…
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Apr 19, 2021
Retiread: The 12 Week Year
The 12 Week Year is my ALL-TIME Top Recommended book on productivity and accomplishment. It will change the way you think about goal-setting and give you an entire system to build a more productive life.
Find your copies here:
The 12 Week Year Audiobook
The 12 Week Year Book
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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, a…
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Apr 12, 2021
Retiread: The Total Money Makeover
Dave Ramsey's classic book got me hooked on finance. I listened to it the first time straight through in one sitting. It's that good. If you've never read it, it's a must!
Find your copies here:
The Total Money Makeover Audiobook
The Total Money Makeover Book
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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 O…
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Apr 5, 2021
Retiread: Simple Wealth, Inevitable Wealth
No author has had a bigger impact on me than Nick Murray, and his only book for clients is a must-read. Simple Wealth, Inevitable Wealth will reinforce what you hear on this podcast in a way that only someone with 50+ years of experience can.
Email us at Questions@RetireMentorship.com to request a copy.
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.
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Mar 29, 2021
What About the Risk?
I love equity investing. I'm an Equity Evangelist. But people always ask, "What about the risk?"
We tackle what the real risks are, and what they aren't.
S&P 500 Historical Prices
S&P 500 with Dividends Calculator
Full article and visuals can be found at:
RetireMentorship.com/13
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
Become a Member for a Latte a Month ($4/m)
Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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 Y…
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Mar 25, 2021
Jounrnalism Ain't Your Friend - Redux
Nothing is more dangerous to your lifetime success as an investor than the news media. It is evil.
See more at RetireMentorship.com/60
Become a RetireMember for exclusive content at RetireMembership.com.
Get my book, *3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others*, on Amazon.com or at 3DRetirementIncome.com.
Find my financial planning firm at LaxFP.com.
If you have any questions or have a suggestion for a topic you would like to be turned into a show, email us at Questions@RetireMentorship.com. Or you can call us at 1-855-6MENTOR.
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.
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Mar 22, 2021
Smoking is Hazardous to Your Wealth
We all know smoking is hazardous to our health. But do we fully grasp how devastating it is to our wealth? Smoking is costing you millions of dollars, and is also easy to quit. Yes, easy. Surprised? So was I.
Allen Carr's Easy Way to Stop Smoking Audiobook
Allen Carr's Easy Way to Stop Smoking Book
Full article and visuals can be found at:
RetireMentorship.com/12
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Mar 18, 2021
RetireMembership
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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.
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Mar 15, 2021
Breaking News!
Nothing is more dangerous to the lifetime success of you as an investor than the news media. It is evil.
Full article and visuals can be found at:
RetireMentorship.com/11
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If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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…
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Mar 8, 2021
Is Dave Ramsey Wrong?! Pt 2
The popular personal finance teacher has a lot to say about money. Many people follow his principles, but many others, including professionals, think he's mistaken. So who's wrong, Dave or his Detractors?
Full article and visuals can be found at:
RetireMentorship.com/10
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Out…
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Mar 1, 2021
Is Dave Ramsey Wrong?! Pt 1
The popular personal finance teacher has a lot to say about money. Many people follow his principles, but many others, including professionals, think he's mistaken. So who's wrong, Dave or his Detractors?
Full article and visuals can be found at:
RetireMentorship.com/9
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Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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 Outp…
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Feb 22, 2021
How to be Above Average
Most people would like to be above average, particularly with their investment returns. We explore how to be above average, and bust some myths around investing.
Full article and visuals can be found at:
RetireMentorship.com/8
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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.)
Fi…
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Feb 15, 2021
Seven Pillars of Victory
Trying to build a successful financial life? There are Seven Pillars to build it upon. Good news! Timing and luck are not among them.
Full article and visuals can be found at:
RetireMentorship.com/7
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Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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 fir…
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Feb 8, 2021
Six Benefits of Financial Planning
There are Six Benefits of Financial Planning.
* *Organization* - Helping you put the pieces of your financial life in order.
* *Education* - Helping you understand how all of your financial picture fits together.
* *Visualization* - Helping you see the potential long-term effects of financial decisions.
* *Accountability* - Helping you stay on track to meet your financial goals.
* *Proactivity* - Helping you address issues before they become problems.
* *Objectivity* - Helping you make hard choices and good decisions.
Full article and visuals can be found at:
RetireMentorship.com/6
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Feb 1, 2021
Five Questions to Ask Your Financial Advisor
You must ask your advisor or a potential advisor these five questions:
* What are all the ways you get paid?
* What is my All-In cost to work with you?
* What are your insurance or product sales requirements?
* What advanced training, designations, or areas of focus do you have?
* What is your investment philosophy?
Check out your advisor's licenses and company affiliation at https://brokercheck.finra.org.
You can find the list of questions and the transcript for this episode at https://RetireMentorship.com/5.
I give my responses to these questions, which start at 31:36.
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
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Jan 25, 2021
The Four Horsemen
There are four behavioral mistakes that we make that destroy our investor returns over our lifetime. They are the Four Horsemen.
Full article and visuals can be found at:
RetireMentorship.com/4
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
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Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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…
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Jan 18, 2021
Belief Over Knowledge
People act on what the Believe, not on what they Know. Belief in your Financial Plan is more important that knowledge about your financial plan. We explore where knowledge leaves off, where belief picks up, and why it is so critical.
Full article and visuals can be found at:
RetireMentorship.com/3
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.
Become a Member for a Latte a Week ($16/m)
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Your support means a lot! Find out more at RetireMembership.com.
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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 Infl…
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Jan 11, 2021
The Principal Problem
The goal of retirement planning is NOT to PROTECT our Retirement PRINCIPAL.
The goal of retirement planning IS to CREATE a Retirement INCOME.
Full article and visuals can be found at:
https://RetireMentorship.com/2
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6MENTOR (1-855-663-6867) and leave us a message.
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.
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Jan 4, 2021
Investor vs Investment Returns
The Average Investor receives *half* the lifetime returns of the investments the investor invests in.
While all media and most "experts" focus on Investment Returns which we have little control over, most ignore Investor Returns, which we can control. This episode will dive into what the differences are between Investor and Investment Returns.
Full article and visuals can be found at:
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https://RetireMentorship.com/1
If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6MENTOR (1-855-663-6867) and leave us a message.
Join our FREE membership community to receive exclusive content at Re…
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Dec 31, 2020
Intro to RetireMentorship
What is RetireMentorship's Podcast all about? Why did we create it? Who is it for? This "Behind-the-Scenes" episode will give you an overview of what you can expect from this podcast.
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.
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Dec 2, 2020
Season 1 Trailer
RetireMentorship: Your Mentor to and through Retirement, helping you Retire Comfortably and stay Comfortably Retired.
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.
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