RetireMentorship
197 episodes - English - Latest episode: 2 days ago - ★★★★★ - 7 ratingsYour 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.
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Episodes
When to DIY
April 25, 2024 09:00 - 13 minutes - 9.13 MBEpisode 163 | When to DIY See more at https://RetireMentorship.com/163 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 LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
3D Retirement Income: Diversion
April 18, 2024 09:00 - 21 minutes - 14.5 MBEpisode 162 | 3D Retirement Income: Diversion See more at https://RetireMentorship.com/162 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 LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
3D Retirement Income: Duration
April 11, 2024 09:00 - 22 minutes - 15.8 MBEpisode 161 | 3D Retirement Income: Duration See more at https://RetireMentorship.com/161 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 LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
3D Retirement Income: Direction
April 04, 2024 09:00 - 38 minutes - 26.6 MBEpisode 160 | 3D Retirement Income: Direction See more at https://RetireMentorship.com/160 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 LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
What if Experts Disagree?
March 28, 2024 09:00 - 16 minutes - 11.6 MBEpisode 159 | What if Experts Disagree? How do we make sense of when Experts disagree? Who's right? Who do we trust? I want to address all of these in this podcast. See more at https://RetireMentorship.com/159 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 plann...
Can You Beat the S&P 500?
March 21, 2024 09:00 - 16 minutes - 11.5 MBEpisode 158 | Can You Beat the S&P 500? See more at https://RetireMentorship.com/158 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 LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
Why Is My Performance Less Than the S&P 500?
March 14, 2024 09:00 - 17 minutes - 12.2 MBEpisode 157 | Why Is My Performance Less Than the S&P 500? See more at https://RetireMentorship.com/157 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 LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
Optimize Your Banking
March 07, 2024 10:00 - 15 minutes - 10.6 MBEpisode 156 | Optimize Your Banking 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 . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
Optimize Your Credit Cards
February 29, 2024 10:00 - 16 minutes - 11.2 MBEpisode 155 | Optimize Your Credit Cards 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 . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
Spring Review 2024
February 22, 2024 10:00 - 16 minutes - 11.6 MBEpisode 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 RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Out...
The S&P 500 Cracks 5,000
February 15, 2024 10:00 - 9 minutes - 6.69 MBEpisode 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 Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income ...
Why You Should NOT Buy an Index Annuity
February 08, 2024 10:00 - 18 minutes - 12.9 MBEpisode 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 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...
Should I Buy an Index Annuity?
February 01, 2024 10:00 - 12 minutes - 8.69 MBEpisode 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 that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my fina...
Three Lessons from Three Bear Markets
January 25, 2024 10:00 - 14 minutes - 9.93 MBEpisode 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 You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. ...
Five Questions to Ask a Financial Advisor
January 18, 2024 10:00 - 45 minutes - 31.5 MBEpisode 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 content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Ou...
Tax Prep by Tax Planners
January 11, 2024 10:00 - 18 minutes - 12.5 MBEpisode 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 Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my f...
The Two Shortest Days of Your Life
January 04, 2024 10:00 - 6 minutes - 4.35 MBEpisode 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, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP...
Take Action!
December 28, 2023 06:00 - 14 minutes - 10.1 MBEpisode 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 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 LaxF...
You May Need Tax Planning
December 21, 2023 10:00 - 8 minutes - 6.08 MBEpisode 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 You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. ...
Happy Birthday!
December 14, 2023 10:00 - 9 minutes - 6.65 MBEpisode 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 You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com....
Don't Invest on Feelings
December 07, 2023 10:00 - 11 minutes - 7.68 MBEpisode 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, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.c...
Defining Happiness in Retirement
November 30, 2023 10:00 - 6 minutes - 4.4 MBEpisode 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 . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
Gratitude Is the Way Redux
November 23, 2023 10:00 - 14 minutes - 10 MBEpisode 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 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 LaxFP.com. Email us ...
The Siren Song of Short-Term Guarantees
November 16, 2023 10:00 - 15 minutes - 10.9 MBEpisode 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 Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Questions...
Retiring, Retire, and Retirement
November 09, 2023 10:00 - 8 minutes - 5.91 MBEpisode 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 . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at [email protected] or call us at 1-...
Net Worth is Not Enough
November 02, 2023 09:00 - 8 minutes - 6.18 MBNo 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, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Que...
Retirement: An Age Old Game, Brand New Rules
October 26, 2023 09:00 - 7 minutes - 4.89 MBEpisode 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 . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at [email protected] or call us...
Family Financial Summit
October 19, 2023 09:00 - 17 minutes - 12.1 MBEpisode 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, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.co...
Retiring From & Retiring To
October 12, 2023 09:00 - 11 minutes - 8.11 MBEpisode 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 Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email ...
The Fear of Missing Out in Investing
October 05, 2023 09:00 - 12 minutes - 8.84 MBEpisode 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, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at ...
When Should I Change My Investments?
September 28, 2023 09:00 - 8 minutes - 5.98 MBEpisode 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, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at L...
We Are Wealthy
September 21, 2023 09:00 - 15 minutes - 10.5 MBEpisode 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 You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. ...
Being Mortal
September 14, 2023 09:00 - 18 minutes - 12.8 MBEnd-of-life medical practices often harm more than help. The best-seller Being Mortal illuminates the problems and offers tactful solutions. See more at https://RetireMentorship.com/131 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 LaxFP.com. E...
Die With Zero
September 07, 2023 09:00 - 18 minutes - 12.6 MBSome people die with millions of dollars. Others try to spend it down. Which is better? Should we die with zero or millions? See more at https://RetireMentorship.com/130. 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 LaxFP.com. Email us at ...
The Active Life Podcast
August 31, 2023 09:00 - 24 minutes - 17 MBEpisode 129 | Freeman is interviewed on The Active Life Podcast See more at https://RetireMentorship.com/129 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 LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
Money Moves - Four Healthy Investments to Make
August 24, 2023 09:00 - 11 minutes - 7.9 MBEpisode 128 | For better or worse, physical and financial health go hand in hand. Here are four money moves you can make to improve both. See more at https://RetireMentorship.com/128 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 LaxFP.com. Emai...
Health Investing for Seniors
August 17, 2023 09:00 - 38 minutes - 26.4 MBEpisode 127 | Health Investing For Seniors See more at https://RetireMentorship.com/127 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 LaxFP.com. Email us at [email protected] or call us at 1-855-6MENTOR.
Money Monster
August 10, 2023 09:00 - 13 minutes - 9.26 MBEpisode 126 | Hollywood can push out Stock Market thrillers, and 2016's Money Monster is no different. What lessons can we learn from the big screen? See more at https://RetireMentorship.com/126 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 LaxF...
We Are Business Owners
August 03, 2023 09:00 - 11 minutes - 8.05 MBWho are we? Are we retirees? Working professionals? Pre-retirees? Employees or team members? No. We are Business Owners. See more at https://RetireMentorship.com/125 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 LaxFP.com. Email us at Questions...
Should I Join Northwestern Mutual?
July 27, 2023 09:00 - 15 minutes - 10.6 MBShould I Join Northwestern Mutual? Or Thrivent? Or MassMutual? Or an Insurance-based company? NO! Not one should. See more at https://RetireMentorship.com/124 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 LaxFP.com. Email us at Questions@Retire...
Ten Optimistic Trends - Part 3
July 20, 2023 09:00 - 20 minutes - 14.1 MBEpisode 123 | In this last installment of Optimistic Trends, we cover numbers 9-10, as well as touch on sixty-eight additional trends. See more at https://RetireMentorship.com/123 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 LaxFP.com. Email u...
Ten Optimistic Trends - Part 2
July 13, 2023 09:00 - 14 minutes - 10.3 MBEpisode 122 | We continue with our Ten Optimistic Trends, with trends four through eight. See Episode 121 for the complete list. See more at https://RetireMentorship.com/122 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 LaxFP.com. Email us at Q...
Ten Optimistic Trends
July 06, 2023 09:00 - 13 minutes - 9.16 MBEpisode 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, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Ema...
Finding Purpose and Values with Joe Curry
June 29, 2023 09:00 - 17 minutes - 12.1 MBEpisode 120 | Joe Curry, host of the Retirement Planning Simplified podcast, joins to discuss Finding Purpose and Values for a Fulfilling Retirement. See more at https://RetireMentorship.com/120 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 LaxFP...
I Made a Mistake
June 22, 2023 09:00 - 8 minutes - 5.78 MBEpisode 119 | I Made a Mistake. We all do it; the difference is what we do about it. Make a mistake. Own it. Make it right. Move on. See more at https://RetireMentorship.com/119 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 LaxFP.com. Email us a...
Financial Elder Abuse Prevention
June 15, 2023 09:00 - 32 minutes - 22.7 MBEpisode 118 | June 15th is World Elder Abuse Awareness Day. What is Financial Elder Abuse? How can we spot and prevent it? See more at https://RetireMentorship.com/118 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 LaxFP.com. Email us at Question...
Ask Freeman - Credit Score
June 08, 2023 09:00 - 18 minutes - 12.7 MBEpisode 117 | Do you need a Credit Score? What is it good for? How much work should you put into maintaining a Credit Score? See more at https://RetireMentorship.com/117 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 LaxFP.com. Email us at Questi...
RetireMentorship Magazine
June 01, 2023 09:00 - 13 minutes - 9.28 MBEpisode 116 | Become a member! Join for FREE to get loads of extra content and education, including our all-new RetireMentorship Magazine! See more at https://RetireMentorship.com/116. 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 LaxFP.com. Ema...
Prove Them Wrong
May 25, 2023 09:00 - 14 minutes - 9.86 MBMost Financial Sales Reps think you won't be able to reach your financial goals without the insurance products they sell. Prove them wrong. See more at https://RetireMentorship.com/115. 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 LaxFP.com. Em...
What Really Goes On In Financial Advisor Firms
May 18, 2023 09:00 - 24 minutes - 16.9 MBWhat Really Goes on in Financial Advisor Firms? Freeman shares behind-the-scenes looks at the unethical sales practices of some firms. See more at https://RetireMentorship.com/114. 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 LaxFP.com. Email u...