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This episode is sponsored by Heidi Health. A FREE FOREVER, feature-rich & compliant AI Scribe, developed carefully for all healthcare providers. If you’re already paying for an AI Scribe, swap to Heidi for FREE, and they’ll credit what you’re already paying towards Heidi Pro. Heidi is your AI resident. Use Heidi for free & revolutionise the way you provide care. To check out Heidi Health, visit their website: ⁠https://try.heidihealth.com/drloo/


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Join us in this enlightening episode as we dive into the financial wisdom of Freeman Linde, a seasoned Fee-Only Fiduciary Financial Planner and author of "3D Retirement Income." Freeman shares his expert insights on how to outsmart common financial pitfalls that threaten your retirement savings. From exploring the critical differences between investment and investor returns to debunking myths about Whole Life insurance and discussing the importance of estate planning regardless of your financial stature, this episode is packed with actionable advice. Freeman also answers burning questions about the best ways to save on taxes and when exactly you can consider yourself ready for retirement. Tune in to learn how to make informed financial decisions that lead to a successful and sustainable retirement.


To check out Freeman's book, "3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others", head on over to Amazon (affiliate): https://amzn.to/4aRrWhN


Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence.




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