RetireMentorship: Recent Episodes
Freeman Linde, CFP®
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.
Episode 176 | RetireMentorship 4.0
See more at https://RetireMentorship.com/176
Follow the BRAND NEW RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.
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ALL NEW Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.
The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 175 | RetireMentorship 4.0
See more at https://RetireMentorship.com/175
Follow the BRAND NEW RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.
Send us a Text Message.
ALL NEW Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.
The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 174 | Guest On: Financial Freedom Podcast
See more at https://RetireMentorship.com/174
Check out the original episode on:
Apple | https://podcasts.apple.com/us/podcast/financial-freedom-podcast-with-dr-christopher-h-loo-md-phd/id1568423486?i=1000653580998
Send us a Text 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.
Episode 173 | Guest On: Famous Interviews
See more at https://RetireMentorship.com/173
Check out the original episode on:
Apple | https://podcasts.apple.com/us/podcast/famous-interviews-with-joe-dimino/id1660256991?i=1000640745867
Spotify | https://open.spotify.com/episode/2ZyHDU7NlOwDW5RHRtiPwl?si=02d8f170b36e41dc
Send us a Text 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.
Episode 172 | Guest On: Route 664
See more at https://RetireMentorship.com/172
Send us a Text Message.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 171 | Guest On: The Ultimate Journey of Self-Care
See more at https://RetireMentorship.com/171
The Ultimate Journey of Self Care | https://podcasts.apple.com/us/podcast/the-ultimate-journey-of-self-care/id1478579738?i=1000654790297
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 170 | Life-Time Capital Gains Redux
See more at https://RetireMentorship.com/170
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 169 | Should I Buy iBonds in 2024?
See more at https://RetireMentorship.com/169
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 168 | Rolling Returns
See more at https://RetireMentorship.com/168
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 167 | Investments (Still) Outperform Investors
See more at https://RetireMentorship.com/167
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 166 | NEW Book: 3D Financial Planning
Pre-order the book now: https://www.3DFinPlan.com
See more at https://RetireMentorship.com/166
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 165 | Timin' the Market Redux
See more at https://RetireMentorship.com/165
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 164 | The Trouble with Target Date Funds Redux
See more at https://RetireMentorship.com/164
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 163 | When to DIY
See more at https://RetireMentorship.com/163
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 162 | 3D Retirement Income: Diversion
See more at https://RetireMentorship.com/162
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 161 | 3D Retirement Income: Duration
See more at https://RetireMentorship.com/161
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 160 | 3D Retirement Income: Direction
See more at https://RetireMentorship.com/160
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 159 | What if Experts Disagree?
How do we make sense of when Experts disagree? Who's right? Who do we trust? I want to address all of these in this podcast.
See more at https://RetireMentorship.com/159
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 158 | Can You Beat the S&P 500?
See more at https://RetireMentorship.com/158
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 157 | Why Is My Performance Less Than the S&P 500?
See more at https://RetireMentorship.com/157
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 156 | Optimize Your Banking
See more at https://RetireMentorship.com/156
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Episode 155 | Optimize Your Credit Cards
See more at https://RetireMentorship.com/155
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 154 | Here are some updates for my Clients for 2024. We run our Spring Reviews to correspond with Tax Season. We need to update them on a lot of topics, so rather than repeating the same information in every meeting, we’re making this video to share with them.
See more at https://RetireMentorship.com/154
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 153 | On February 9th, 2024, the S&P 500 cracked 5,000 for the first time. Said another way, the value of the 500 largest companies in the U.S. has reached a new all-time high and a special number in our minds: 500 companies at a value of 5,000. Why is this important?
See more at https://RetireMentorship.com/153
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 152 | “Why You Should NOT Buy an Index Annuity” I get asked this often enough that I thought it was time to address it thoroughly and directly. Should you buy an index annuity?See more at https://RetireMentorship.com/152
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 151 | “Should I buy an index annuity?” I get asked this often enough that I thought it was time to address it thoroughly and directly. Should you buy an index annuity? See more at https://RetireMentorship.com/151
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 150 | This latest bear market is the third in five and a half years. Three! In only five years. Each one was unique and yet the same.
See more at https://RetireMentorship.com/150
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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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 149 | There are Five Questions that you should ask your Financial Advisor. Whether you are looking for a new advisor, or already have one, these questions should be asked by you to two-three advisors to ensure you have the right one for you.
See more at https://RetireMentorship.com/149
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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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 148 | Tax season is upon us. When you’re working with a preparer or doing it yourself with software, there are several mistakes and missed opportunities that you can make.
See more at https://RetireMentorship.com/148
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 147 | When's the last time you thought about your estate plan? Do you have one in place to ensure everything you've earned is accounted for?
See more at https://RetireMentorship.com/147
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 146 | Everyone likes to dream and talk, but far too few turn those into goals, plans, and reality. It's time to stop talking and take action!
See more at https://RetireMentorship.com/145
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 145 | If you have over 1 million dollars in your 401(k), you may need tax planning to avoid overpaying in taxes during your lifetime.
See more at https://RetireMentorship.com/145
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 144 | Don't let another year slip by without celebrating your birthday. It's a built-in excuse to celebrate you! Have a Happy Birthday!
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 143 | Despite our best efforts, we usually invest based on feelings. But good investing often involves doing the opposite of what we feel.
See more at https://RetireMentorship.com/143
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 142 | How do you define happiness in your life?
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 141 | This is a reminder from the past two years that gratitude is important, not only during Thanksgiving, but year-round.
See more at https://RetireMentorship.com/141
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 140 | Short-term guarantees can sound appealing, but are they really just a siren song for the unwary investor?
See more at https://RetireMentorship.com/140
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 139 | Defining retirement is not as common or as easy as you think it is.
See more at https://RetireMentorship.com/139
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
No matter how hard we try or how much we want it to be, net worth is not enough. Grow your net worth! But do not depend on it.
See more at https://RetireMentorship.com/138
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 137 | Your retirement may seem far away, but it has brand new rules to play by.
See more at https://RetireMentorship.com/137
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 136 | Today we are joined by a special guest, Taylor Haley, who has been conducting an annual financial summit with his family for years.
See more at https://RetireMentorship.com/136
Join our FREE membership community to receive exclusive content at RetireMembership.com.
The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 135 | It's time to refocus retirement from focusing on what we're retiring from to what we're retiring to. Here are some ideas.
See more at https://RetireMentorship.com/135
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 134 | Many of us fall into a trap: the common fear of missing out in investing. Avoid it. However, successful investing requires a specific FOMO.
See more at https://RetireMentorship.com/134
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 133 | When should I change my investments? When your goals change. We begin with the end in mind. If the end changes, the beginning may as well.
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 132 | Everyone is rich but me! Wrong. The truth is we are wealthy. Instead of keeping up with the Jones, let's expand our perspective.
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
End-of-life medical practices often harm more than help. The best-seller Being Mortal illuminates the problems and offers tactful solutions.
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Some people die with millions of dollars. Others try to spend it down. Which is better? Should we die with zero or millions?
See more at https://RetireMentorship.com/130.
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 129 | Freeman is interviewed on The Active Life Podcast
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 128 | For better or worse, physical and financial health go hand in hand. Here are four money moves you can make to improve both.
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The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 127 | Health Investing For Seniors
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 126 | Hollywood can push out Stock Market thrillers, and 2016's Money Monster is no different. What lessons can we learn from the big screen?
See more at https://RetireMentorship.com/126
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Who are we? Are we retirees? Working professionals? Pre-retirees? Employees or team members? No. We are Business Owners.
See more at https://RetireMentorship.com/125
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Should I Join Northwestern Mutual? Or Thrivent? Or MassMutual? Or an Insurance-based company? NO! Not one should.
See more at https://RetireMentorship.com/124
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 123 | In this last installment of Optimistic Trends, we cover numbers 9-10, as well as touch on sixty-eight additional trends.
See more at https://RetireMentorship.com/123
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Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
Episode 122 | We continue with our Ten Optimistic Trends, with trends four through eight. See Episode 121 for the complete list.
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Episode 121 | Do you think the world is getting better, worse, or staying the same? Here are Ten Optimistic Trends that point to progress.
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Episode 120 | Joe Curry, host of the Retirement Planning Simplified podcast, joins to discuss Finding Purpose and Values for a Fulfilling Retirement.
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Episode 119 | I Made a Mistake. We all do it; the difference is what we do about it. Make a mistake. Own it. Make it right. Move on.
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Episode 118 | June 15th is World Elder Abuse Awareness Day. What is Financial Elder Abuse? How can we spot and prevent it?
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Episode 117 | Do you need a Credit Score? What is it good for? How much work should you put into maintaining a Credit Score?
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Episode 116 | Become a member! Join for FREE to get loads of extra content and education, including our all-new RetireMentorship Magazine!
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Most Financial Sales Reps think you won't be able to reach your financial goals without the insurance products they sell. Prove them wrong.
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What Really Goes on in Financial Advisor Firms? Freeman shares behind-the-scenes looks at the unethical sales practices of some firms.
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What really happens behind closed doors? One firm is here to show you. Meet Bear Brothers Financial Advisors.
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The media's overemphasis on investment selection leads to a lot of bad ways to select your investments. What's the right way?
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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.
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Does God only want to have our money? No, he wants to ensure our money doesn't have us. Do this by being generous with the money you have.
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Money is the root of all evil! Or is it? What does the Bible say about money? First, it tells us to Beware of the Money We Love.
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Ask Freeman about Estate Planning without kids, where to save "extra" money, and contributing to Roth vs Traditional 401(k).
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What is Financial Planning? In Financial Planning 101, we define and share the monetary and mental benefits of the process.
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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.
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Budget Blunders will keep us failing. But Budget Best Practices make the method a breeze! We have nine of each in the ninety-ninth episode.
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Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.
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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.
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You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.
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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."
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You should create, save for, and work toward life goals. But Life Goals shouldn't take a Lifetime to achieve. Don't just save. Invest!
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Watch the E*Trade Commercial here: https://www.youtube.com/watch?v=Cvb3Sr7_Xao
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What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?
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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!
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Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you'll appreciate dividends.
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My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
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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.
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There are four fiduciary loopholes people can use to call themselves Fiduciaries when they aren't. How do I know if the professional I'm working with is a true fiduciary? How do I find one if they are not?
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"Fiduciary" is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
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Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
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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.
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...
We are obsessed with debating financial tactics, which are often outside our control. Stop it! 🛑 Focus instead on what you can control.
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...
Social Security is going broke! Will Social Security Exist? Let's explore the problems with Social Security and options for fixing it.
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...
Recession, Inflation, and a Frantic Bear Market. 📉 Is now the time to cut my losses and get out of the stock market?
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Do you get notified about the news? 🚨 Do you surrender control of your attention, mood, or investment outlook? Or do you stay focused?
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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! 🛑
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We have new membership benefits that are 100% free! Join RetireMembership to receive exclusive content and resources.
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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.
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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. ✅
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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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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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Financial habits rule our financial results. 💵 Financial excellence is not an act, but a habit. How are they made?
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🎯 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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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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We must incentivize health, not insurance, to fix healthcare. The American Incentivized Medical plan addresses this core issue.
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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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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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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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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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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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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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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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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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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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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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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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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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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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Is the Stock Market up or down? It depends on where you're measuring from.
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We examine the Last Two Horsemen
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Examine the first two of the Four Horsemen.
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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
Learn more at 3DRetirementIncome.com
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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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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The audio for Episode 51, "Why Do I Need Tax Planning?" got messed up at 9:05. That has been fixed and re-posted if you want to go finish it.
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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Tax Preparation isn't the same as Tax Planning. You need both to keep more of your money in your pocket.
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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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Nothing you accomplish or achieve in life will matter without gratitude.
https://RetireMentorship.com
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.
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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.
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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.
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.
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 message.
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 message.
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.
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 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.
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
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).
Anthony shares some action items you can do, together with your spouse (or friend), to improve your finances and how you work toward them.
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.
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.
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 leave us a message.
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.
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@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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.
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 at Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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.
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
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 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.
Action steps for this week: Follow the steps from the Pre-Retirement Planning episodes to:
- Determine your Retirement Principal (the total amount of retirement money you'll need to retire)
- Determine your Retirement Savings (how much you need to save monthly to get there)
To make these steps easier:
- Register for RightCapital to aid you in your 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.
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.
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.
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 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.
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:
- Schedule a time to evaluate your Health Insurance options during Open Enrollment.
- Get Disability Income Insurance through a Broker
- Get Term Insurance through a Broker
- Evaluate your Home & Auto through a Broker
- 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.
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)
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.
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:
- Listen to the early episodes to build your planning mindset
- 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!
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 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.
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:
- Connect Accounts to RightCapital 2. Organize Files with OneDrive 3. Take the Financial Planning Score Quiz**
The first steps in creating financial plan are GO, Net, Flow. That is:
- Get Organized
- Net Worth
- 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 Questions@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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.
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.
- Competence
- Capacity
- Commitment
- Contentment
- 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, 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.
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.)
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 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.
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.
-
Listen to Episodes 1-4. They will build your foundation for believing that RTQ based investing is insufficient.
-
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.
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@RetireMentorship.com.
Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
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.
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)
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.
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)
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.
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)
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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
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"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
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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
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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
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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
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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
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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
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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.
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
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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.
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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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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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
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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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 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
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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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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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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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
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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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.
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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
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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
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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
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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
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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.
RetireMentorship: Your Mentor to and through Retirement, helping you Retire Comfortably and stay Comfortably Retired.