RetireMentorship Vodcast

See more at https://RetireMentorship.com/156.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)   Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation...

See more at https://RetireMentorship.com/155.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)   Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation...

See more at https://RetireMentorship.com/153.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)   Want to retire successfully? Schedule a Discovery Meeting. This no-cost, no-obligation...

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.   Join our FREE membership community to receive exclusive content at RetireMembersh...

Episode 152 | Should you buy an index annuity? Considering all your options is important to understanding why you should.. or should not buy an index annuity.   See more at https://RetireMentorship.com/152.   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 Infla...

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.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income th...

A firm and big-picture update for clients before heading into our 2024 spring review. 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 adv...

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 Yo...

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 conte...

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.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Incom...

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.   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, Outl...

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/146.   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, Out...

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.   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 Yo...

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.   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 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.   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, Outliv...

Episode 142 | How do you define happiness in your life?   See more at https://RetireMentorship.com/142.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)   Want to retire successfully?...

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.   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 Oth...

Episode 139 | Defining retirement is not as common or as easy as you think it is.   See more at https://RetireMentorship.com/139.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)   Wan...

Episode 138 | 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.   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 137 | Your retirement may seem far away, but it has brand new rules to play by.   See more at https://RetireMentorship.com/137.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others. (Also available on Amazon.)...

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, Outlive...

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.   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...

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.   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,...

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.   See more at https://RetireMentorship.com/133.   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,...

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.   See more at https://RetireMentorship.com/132.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives Y...