RetireMentorship

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.

Episodes

April 18, 2024 21 mins

Episode 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.

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Episode 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.

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April 4, 2024 38 mins

Episode 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...

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March 28, 2024 16 mins

Episode 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...

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March 21, 2024 16 mins

Episode 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 u...

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Episode 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.co...

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March 7, 2024 15 mins

Episode 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 Que...

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February 29, 2024 16 mins

Episode 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 a...

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February 22, 2024 16 mins

Episode 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

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February 15, 2024 9 mins

Episode 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

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February 8, 2024 18 mins

Episode 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 Inf...

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February 1, 2024 12 mins

Episode 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, ...

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January 25, 2024 14 mins

Episode 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 Other...

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January 18, 2024 45 mins

Episode 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

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The content includes my book, 3D ...

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January 11, 2024 18 mins

Episode 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 Inflatio...

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January 4, 2024 6 mins

Episode 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 ...

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December 28, 2023 14 mins

Episode 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 Outp...

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December 21, 2023 8 mins

Episode 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 Other...

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December 14, 2023 9 mins

Episode 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 Outpe...

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December 7, 2023 11 mins

Episode 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 ...

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