『RetireMentorship』のカバーアート

RetireMentorship

RetireMentorship

著者： 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.© 2024 RetireMentorship 個人ファイナンス 経済学
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  • The FINAL Pillars of Financial SUCCESS

    The FINAL Pillars of Financial SUCCESS
    2025/04/17

    Episode 181 | The FINAL Pillars of Financial SUCCESS

    See more → https://RetireMentorship.com/181

    Optimize your Money and your Life → https://LaxFP.com

    Certified Financial Planner Certification → https://CFP.net

    Fee Only Network → https://FeeOnlyNetwork.com

    Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

    Send us a Text Message.

    *ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Timestamps: 00:00 Intro 01:10 Pillar VI - Action 02:40 Pillar VII - Partnership 04:35 You Need a Guide 06:04 Finding the Right Planner 06:43 Fiduciary vs. Suitability 09:25 Best Interest? 11:06 Compensation vs. Competence 16:31 The 7 Pillars of Financial Success

    This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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    18 分
  • Financial Success Through BELIEF

    Financial Success Through BELIEF
    2025/03/20

    Episode 180 | Financial Success Through BELIEF

    See more: https://RetireMentorship.com/180

    Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

    Send us a Text Message.

    *ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Timestamps: 00:00 Intro 01:11 Pillar V - Belief 01:57 What is Belief? 04:11 Reinforcing Belief 04:33 4 Levels of Belief 04:51 Belief Level 1 05:41 Belief Level 2 06:33 Belief Level 3 08:00 Belief Level 4 10:43 4 Levels Recap 11:14 Build Your Belief 11:28 Isolate 12:39 Immerse 16:03 Invite 17:22 The Next Pillar?

    This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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    18 分
  • The 7 PRINCIPLES of Financial SUCCESS

    The 7 PRINCIPLES of Financial SUCCESS
    2025/02/20

    Episode 179 | The 7 PRINCIPLES of Financial SUCCESS

    See more: https://RetireMentorship.com/179

    Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.

    Send us a Text Message.

    *ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

    Timestamps: 00:00 Intro 01:12 7 Principles 01:45 Principle 1 - Planning 03:14 6 Domains of Planning 03:45 Cash Flow & Net Worth 04:41 Investment Planning 05:12 Insurance Planning 05:43 Tax Planning 07:30 Retirement Planning 08:11 Estate Planning 10:52 Principle 2 - Discipline 12:42 Principle 3 - Patience 14:19 Principle 4 - Knowledge 15:16 Ways to Learn 18:30 Know Everything? 19:31 But... 20:32 Outro

    This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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    21 分

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