RetireMentorship Vodcast

Episode 102 | Ask Freeman about tracking Net Worth in YNAB, getting a spouse to work less, and Debt Snowball vs. Debt Avalanche.   See more at https://RetireMentorship.com/102.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outper...

Episode 101 | What is Financial Planning? In Financial Planning 101, we define and share the monetary and mental benefits of the process.   See more at https://RetireMentorship.com/101.   Schedule a Discovery with Me at https://calendly.com/flinde/discovery.   View other Fee-Only Fiduciaries at FeeOnlyNetwork.com   Join our FREE membership community to receive exclusive content at RetireMembership...

Episode 100 | No one else is going to fund your goals. Go Fund Yourself. How? Know where you are and where you want to be, and budget to get there.   See more at https://RetireMentorship.com/100.   Start your YNAB Free Trial here: https://ynab.com/referral/?ref=vJ01-QKtzx-6y0Lh   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book...

What does YNAB look like? See YNAB in Action.   See more at https://RetireMentorship.com/100.   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...

Episode 99 | Budget Blunders will keep us failing. But Budget Best Practices make the method a breeze! We have nine of each in the ninety-ninth episode.   Start Your 34-Day Free Trial of YNAB! https://www.youneedabudget.com/?ref=vJ01-QKtzx-6y0Lh&utm_source=customer_referral   See more at https://RetireMentorship.com/99.   Join our FREE membership community to receive exclusive content at Retir...

Episode 98 | Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.   See more at https://RetireMentorship.com/98.   Start a 34-Day Free Trial of YNAB at: https://ynab.com/referral/?ref=vJ01-QKtzx-6y0Lh *   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book,...

Episode 97 | When and how do I make a net worth and cash flow statement? Grab a free template, schedule an hour, and invest in understanding your money.   See more and grab the templates at https://RetireMentorship.com/97.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income tha...

Episode 96 | You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.   See more at https://RetireMentorship.com/96.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outp...

Episode 121 | Do you think the world is getting better, worse, or staying the same? Here are Ten Optimistic Trends that point to progress.   See more at https://RetireMentorship.com/121.   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 94 | You should create, save for, and work toward life goals. But Life Goals shouldn’t take a Lifetime to achieve. Don’t just save. Invest!   See more at https://RetireMentorship.com/94.   Watch the E*Trade Commercial here: https://www.youtube.com/watch?v=Cvb3Sr7_Xao   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3...

Episode 92 | The values in your accounts may have declined by 20%. But we haven't lost anything. Not if we view it correctly. Language matters!   See more at https://RetireMentorship.com/92.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives Y...

Episode 91 | Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you’ll appreciate dividends.   See more at https://RetireMentorship.com/91.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Ou...

Episode 90 | My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?   That will be the last of our Workshops for 2022. You can check out the rest of them on our Workshops page.   See more at https://RetireMentorship.com/90.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my b...

Episode 89 | There are four fiduciary loopholes people can use to call themselves Fiduciaries when they aren't. How do I know if the professional I'm working with is a true fiduciary? How do I find one if they are not?   See more at https://RetireMentorship.com/89.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retireme...

Episode 88 | “Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.   See more at https://RetireMentorship.com/88.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation,...

Episode 87 | Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?   See more at https://RetireMentorship.com/87.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperfo...

We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.   See more at https://RetireMentorship.com/86.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and...

Episode 93 | What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?   See more at https://RetireMentorship.com/86.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, O...

We are obsessed with debating financial tactics, which are often outside our control. Stop it! 🛑 Focus instead on what you can control.   See more at https://RetireMentorship.com/85.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and...

Social Security is going broke! Will Social Security Exist? Let's explore the problems with Social Security and options for fixing it.   See more at https://RetireMentorship.com/84.   Join our FREE membership community to receive exclusive content at RetireMembership.com.   The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and O...

Recession, Inflation, and a Frantic Bear Market. 📉 Is now the time to cut my losses and get out of the stock market?   See more at RetireMentorship.com/83   Join our free membership community to receive exclusive content at RetireMembership.com.   Get my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, on Amazon.com or for FRE...

As people age and approach retirement or the end of life, they often wonder, "Is it too late to invest?" Not if it is according to a plan. ✅   See more at RetireMentorship.com/78.   Become a RetireMember for free to receive exclusive content at RetireMembership.com.   Get my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, on...

How do we break bad financial habits? 🤷‍♂️ Do one or more of the following: Make it Invisible, Unattractive, Difficult, or Unsatisfying.   See more at RetireMentorship.com/76   Become a RetireMember for free to receive exclusive content at RetireMembership.com.   Get my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, on Amazo...

How do we build good financial habits? 🤷‍♂️ Follow the four laws of behavior change: Make it Obvious, Attractive, Easy, and Satisfying.   See more at RetireMentorship.com/76   Become a RetireMember for free to receive exclusive content at RetireMembership.com.   Get my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, on Amazon...

Financial habits rule our financial results. 💵 Financial excellence is not an act, but a habit. How are they made?   Tune in to the full podcast episode and find links to your favorite podcast app at https://RetireMentorship.com/75   Become a RetireMember for free to receive exclusive content at RetireMembership.com.   Get my book, 3D Retirement Income: Creating a Retirement Income that Outpaces...