RetireMentorship with Freeman Linde, CFP®

Freeman Linde, CFP®
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Your Mentor to and through Retirement, helping you Retire Successfully and stay Successfully Retired. Freeman Linde, CFP®, discusses 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.

  1. FEB 3

    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  ----- 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.

    2 min

  2. JAN 29

    SAVE on Taxes 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://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.

    31 min

  3. 06/26/2025

    Top 3 Ways We SHIFTED Our Investing Strategy

    Episode 183 | Top 3 Ways We SHIFTED Our Investing Strategy   See more → https:/RetireMentorship.com/183 Optimize your Money and your Life with Freeman → https:/LaxFP.com/Freeman-Linde   Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.   Send us a Text Message. *ALL NEW* Join our FREE membership community to receive exclusive, weekly 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. Timestamps: 00:00 Introduction 01:28 Investing Strategies 01:59 Equity Focus 04:45 Avoiding International 09:34 Diversify 23:40 A Pivot? 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.

    24 min

  4. 05/22/2025

    The Economy is RUINED?!

    Episode 182 | The Economy is RUINED?!   See more → https:/RetireMentorship.com/182 Similar Episode → https://RetireMentorship.com/11   Optimize your Money and your Life with Freeman → https:/LaxFP.com/Freeman-Linde   Certified Financial Planner Certification → https://CFP.net Fee Only Network → https://FeeOnlyNetwork.com    Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.   Send us a Text Message. *ALL NEW* Join our FREE membership community to receive exclusive, weekly 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. Timestamps: 00:00 Intro 00:48 My Biases 01:56 Politics & Understanding 03:31 Knowing the Future 04:12 An Email Message 05:46 This Time Is Different 07:41 Where We Stand 09:15 "Is it over?" 10:55 The Best Businesses 12:10 "Average Years" 13:19 Perspective 15:22 "Where was this?" 16:28 Riding the Rollercoaster 17:05 Stay the Course 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.

    19 min

  5. 04/17/2025

    The FINAL Pillars of Financial SUCCESS

    Episode 181 | The FINAL Pillars of Financial SUCCESS   See more → https://RetireMentorship.com/181   Optimize your Money and your Life → https://LaxFP.com   Certified Financial Planner Certification → https://CFP.net   Fee Only Network → https://FeeOnlyNetwork.com    Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.   Send us a Text Message. *ALL NEW* Join our FREE membership community to receive exclusive, weekly 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. Timestamps: 00:00 Intro 01:10 Pillar VI - Action 02:40 Pillar VII - Partnership 04:35 You Need a Guide 06:04 Finding the Right Planner 06:43 Fiduciary vs. Suitability 09:25 Best Interest? 11:06 Compensation vs. Competence 16:31 The 7 Pillars of Financial Success 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.

    18 min

  6. 03/20/2025

    Financial Success Through BELIEF

    Episode 180 | Financial Success Through BELIEF   See more: https://RetireMentorship.com/180   Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.   Send us a Text Message. *ALL NEW* Join our FREE membership community to receive exclusive, weekly 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. Timestamps: 00:00 Intro 01:11 Pillar V - Belief 01:57 What is Belief? 04:11 Reinforcing Belief 04:33 4 Levels of Belief 04:51 Belief Level 1 05:41 Belief Level 2 06:33 Belief Level 3 08:00 Belief Level 4 10:43 4 Levels Recap 11:14 Build Your Belief 11:28 Isolate 12:39 Immerse 16:03 Invite 17:22 The Next Pillar? 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.

    18 min

  7. 02/20/2025

    The 7 PRINCIPLES of Financial SUCCESS

    Episode 179 | The 7 PRINCIPLES of Financial SUCCESS   See more: https://RetireMentorship.com/179   Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.   Send us a Text Message. *ALL NEW* Join our FREE membership community to receive exclusive, weekly 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. Timestamps: 00:00 Intro 01:12 7 Principles 01:45 Principle 1 - Planning 03:14 6 Domains of Planning 03:45 Cash Flow & Net Worth 04:41 Investment Planning 05:12 Insurance Planning 05:43 Tax Planning 07:30 Retirement Planning 08:11 Estate Planning 10:52 Principle 2 - Discipline 12:42 Principle 3 - Patience 14:19 Principle 4 - Knowledge 15:16 Ways to Learn 18:30 Know Everything? 19:31 But... 20:32 Outro 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.

    21 min

  8. 01/16/2025

    5 Strategies to LOWER Taxes (Over Your Lifetime)

    Episode 178 | How Do Elections Affect Investing? Roth Conversions: https://youtu.be/cgp5OHcKisY  See more: https://RetireMentorship.com/178   Follow the BRAND NEW RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.   Send us a Text Message. *ALL NEW* Join our FREE membership community to receive exclusive, weekly 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. Timestamps: 00:00 Introduction 00:58 Last Year's Taxes vs. Lifetime Taxes 02:30 Tax Deduction vs. Tax Credit 04:23 Strategy 1: Pay College, Not the IRS 06:46 Strategy 2: Bundle Your Deductions 11:08 Strategy 3: Compound Your Triple Tax Advantage! 13:26 Strategy 4: Give to Charities, Not the IRS 15:31 Strategy 5: Proactively Pay Less Taxes 16:21 Tax Preparation vs. Tax Planning 18:34 Take Action! 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.

    21 min
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Your Mentor to and through Retirement, helping you Retire Successfully and stay Successfully Retired. Freeman Linde, CFP®, discusses 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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