RetireMentorship with Freeman Linde, CFP®

Certified Financial Planner VS Artificial Intelligence

Optimize your Money and your Life → https://LaxFP.com/
Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/
Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

Tax EXPERT Reveals 6 Tax SAVING Strategies

Optimize your Money and your Life → https://LaxFP.com/
Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/
Preview Tax Video Topics:
Terrible Strategies - https://youtube.com/live/jCRdb0s96D8
Roth Conversions - https://youtube.com/live/t7ih6EY0OAI
Brokerage Strategies - https://youtube.com/live/m5WgHeuHZag
Charitable Gifting - https://youtube.com/live/6LCKWn7cUTE
Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

TAX Saving BROKERAGE Strategies for 2026

Optimize your Money and your Life → https://LaxFP.com/
Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/
Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

Should I PAY OFF My Mortgage BEFORE Retirement?

Optimize your Money and your Life → https://LaxFP.com/
Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/
Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

Supercharging The 4% Rule!

Optimize your Money and your Life → https://LaxFP.com/
Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/
Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

3 Tax Efficient Charitable Gifting Strategies for 2026

Optimize your Money and your Life → https://LaxFP.com/
Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/
Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

3 TERRIBLE Tax Strategies in 2026

Optimize your Money and your Life → https://LaxFP.com/
Find a Financial Planner → https://fiduciaryfinancialplanning.net/clients/
Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

Should I Do a ROTH CONVERSION in 2026?

Optimize your Money and your Life → https://LaxFP.com/
Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/
Join our FREE membership community to receive exclusive content at https://RetireMentorship.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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it. Schedule your free consultation at https://LaxFP.com/freeman-linde 
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

Should I Contribute to ROTH or TRADITIONAL in 2026?

See more at https://RetireMentorship.com/.
Pre-Order Tax Saving Strategies → https://retirementorship.com/tax-saving-strategies/
Optimize your Money and your Life → https://calendly.com/flinde/discovery
Fiduciary Financial Planning Network → https://fiduciaryfinancialplanning.net/clients/
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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it.
Schedule your free consultation at https://LaxFP.com/freeman-linde 
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

RetireMentorship Updates & Live!

New Video Podcast Feeds:
Apple Podcasts: https://podcasts.apple.com/us/podcast/retirementorship-with-freeman-linde-cfp/id1757874010 
Spotify: No Change Needed
YouTube: https://www.youtube.com/playlist?list=PLsbVK3MIgigqfbZEvjcZzfswIi1T5dQ4B 
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See more at https://RetireMentorship.com/.
Pre-Order Tax Saving Strategies → https://retirementorship.com/tax-saving-strategies/
Optimize your Money and your Life → https://LaxFP.com/Freeman-Linde
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 meeting in person or via Zoom will help us determine if we should work together through my financial planning firm. There are no product sales and no pressure. We insist that you sleep on any decision before you make it.
Schedule your free consultation at https://LaxFP.com/freeman-linde
Questions or ideas for a future episode? Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
#RetireMentorship #retirement #investing #financialplanning
This video 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 advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.