RetireMentorship with Freeman Linde, CFP®

Victorious Cycle - Plan & Execute

How do we actually achieve our Vision, Targets, & Goals? Two ingredients:
Planning with Purpose
Executing with Excellence
Resources Mentioned:
Planner: VictoriousPlanner.com
Planner: FullFocusPlanner.com
App: Todoist
Book: The 12 Week Year
Go to https://Retirementorship.com/47 for visuals and a downloadable template for writing your own Vision, Targets, and Goals. Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.

BONUS: Victorious Cycle - Example Vision, Targets, and Goals

We've discussed Vision, Targets, and Goals. But what do they look like? In this bonus episode, I give real examples from my life of these elements to give you some ideas for what you might want write. Adopt them. Adapt them. Abort them. Do with them what you will. Hearing the goals of others builds a goal-setting mindset of your own. Go to https://Retirementorship.com/46 for visuals and a downloadable template for writing your own Vision, Targets, and Goals. Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.

Victorious Cycle - Vision, Targets, & Goals

How do we actually live a life we want? By knowing what it is and how to get there. For that, we need:
Vision - Inspiring Life Change
Targets - Significant Life Change
Goals - Achievable Life Change
These can be applied to Financial Goals, as well as the other 6 domains of life.Go to https://Retirementorship.com/46 for visuals and a downloadable template for writing your own Vision, Targets, and Goals. Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.

Victorious Cycle - Life Domains

Finances fund our life. The rest of life really matters! If we are going to spend most of the year focusing on finances (which we are), let's take a few weeks at the end of the year to look at the rest of life. How can we make 2022 the best year ever? By creating a Victorious Cycle to improve every life domain.Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.

To Roth or Not to Roth

Knowing and acting on the difference between traditional and Roth retirement accounts could save you, or cost you, ten of thousands of dollars.If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com. Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.

Gratitude is the Way

Nothing you accomplish or achieve in life will matter without gratitude. https://RetireMentorship.com
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.

Investing, Speculating, & Trading, Oh My!

There are key differences between Investing, Speculating, and Trading. They are NOT the same. And understanding the contrast could mean the difference between success and failure. If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com. Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.

The Fourth Dimension

The Fourth Dimension: Donation: Income that IMPACTS others beyond you.Embracing 3D Retirement Income allows you to fully explore Donation.For more info on 3D Retirement Income, view the webinar: The Principal Problem at PrincipalProblem.com.If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com. Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.

Life-Time Capital Gains

Discard Short-Term Thinking.Embrace Long-Term Thinking.Evolve to Life-Time Thinking. If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com. Or, you can search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 
Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.

ACTION: Start Your Super Account

Action Items:
Listen to Episode 20
Evaluate Health Plans and choose a HDHP if possible.
Maximize HSA first.
Invest HSA (check out Schwab's investable HSA).
Consider a one-time IRA to HSA transfer.
Send us a Text Message.
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@RetireMentorship.com or call us at 1-855-6MENTOR.
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 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.