RetireMentorship

Your 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.

Listen on:

  • Apple Podcasts
  • Podbean App
  • Spotify
  • iHeartRadio

Episodes

Guest On: Route 664

Thursday Jun 27, 2024

Thursday Jun 27, 2024

Episode 172 | Guest On: Route 664See more at https://RetireMentorship.com/172Check out the original episode on:Apple | https://podcasts.apple.com/us/podcast/route-664-the-road-to-human-kindness/id1591520463?i=1000641341094Spotify | https://open.spotify.com/episode/5c6cBwBJHrQ5BYII2c773d?si=3f370b97599d428d
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.

Thursday Jun 20, 2024

Episode 171 | Guest On: The Ultimate Journey of Self-CareSee more at https://RetireMentorship.com/171 Check out the original episode on:Apple | https://podcasts.apple.com/us/podcast/the-ultimate-journey-of-self-care/id1478579738?i=1000654790297Spotify | https://open.spotify.com/episode/6d25caGIHkCWfTOjTleNRm?si=003285f3eb5242a4
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 Redux

Thursday Jun 13, 2024

Thursday Jun 13, 2024

Episode 170 | Life-Time Capital Gains ReduxSee more at https://RetireMentorship.com/170
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.

Fixed Income = Fixed Losses

Thursday Jun 06, 2024

Thursday Jun 06, 2024

Episode 169 | Fixed Income = Fixed LossesSee more at https://RetireMentorship.com/169
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.

Rolling Returns

Thursday May 30, 2024

Thursday May 30, 2024

Episode 168 | Rolling ReturnsSee more at https://RetireMentorship.com/168
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.

Thursday May 23, 2024

Episode 167 | Investments (Still) Outperform InvestorsSee more at https://RetireMentorship.com/167
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.

NEW Book: 3D Financial Planning

Thursday May 16, 2024

Thursday May 16, 2024

Episode 166 | NEW Book: 3D Financial PlanningPre-order the book now: https://www.3DFinPlan.comSee more at https://RetireMentorship.com/166
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.

Timin’ the Market Redux

Thursday May 09, 2024

Thursday May 09, 2024

Episode 165 | Timin' the Market ReduxSee more at https://RetireMentorship.com/165
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.

Thursday May 02, 2024

Episode 164 | The Trouble with Target Date Funds ReduxSee more at https://RetireMentorship.com/164
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.

When to DIY

Thursday Apr 25, 2024

Thursday Apr 25, 2024

Episode 163 | When to DIYSee more at https://RetireMentorship.com/163
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.

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