RetireMentorship

Episode 158 | Can You Beat the S&P 500? See more at https://RetireMentorship.com/158 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 fi...

Episode 157 | Why Is My Performance Less Than the S&P 500? See more at https://RetireMentorship.com/157 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 fi...

Episode 156 | Optimize Your Banking See more at https://RetireMentorship.com/156 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 La...

Episode 155 | Optimize Your Credit Cards See more at https://RetireMentorship.com/155 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...

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 Send us a Text Message. Join our FREE membership community to receive exclusive conten...

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 Send us a Text Message. Join our FREE membership community to receive excl...

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 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: Crea...

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 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 Re...

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 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 Infl...

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 Send us a Text Message. Join our FREE membership community to receive exclusive content at RetireMembersh...

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 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...

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 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 Outpac...

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 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 Outpa...

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 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 Infl...

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! See more at https://RetireMentorship.com/144 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 In...

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 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...

Episode 142 | How do you define happiness in your life? See more at https://RetireMentorship.com/142 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...

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 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, Ou...

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 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,...

Episode 139 | Defining retirement is not as common or as easy as you think it is.  See more at https://RetireMentorship.com/139 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...

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 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...

Episode 137 | Your retirement may seem far away, but it has brand new rules to play by.  See more at https://RetireMentorship.com/137 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 . (Availa...

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 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...

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   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 Inflatio...

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 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 O...