RetireMembership
Exclusive, member-only RetireMentorship podcast episodes.
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:
Episodes
Tuesday Dec 24, 2024
Tuesday Dec 24, 2024
Episode 16 | Planning Ahead
See more: Creating the Conditions for Patience
Access the full suite of RetireMembership content: https://retiremembership.com/retiremembership
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.
Tuesday Dec 17, 2024
Tuesday Dec 17, 2024
Episode 15 | Changes for 2025
See more: Graph
Access the full suite of RetireMembership content: https://retiremembership.com/retiremembership
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.
Tuesday Dec 03, 2024
Tuesday Dec 03, 2024
Episode 14 | Headlines & Headwinds
See more: Your Portfolio Is Not a Single Fund (Nor Should It Be)
Access the full suite of RetireMembership content: https://retiremembership.com/retiremembership
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.
Tuesday Nov 26, 2024
Tuesday Nov 26, 2024
Episode 15 | A Letter of Gratitude
Access the full suite of RetireMembership content: https://retiremembership.com/retiremembership
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.
Tuesday Nov 12, 2024
Tuesday Nov 12, 2024
Episode 13 | Watch the Earnings & Dividends
See more: Owners Watch the Earnings & Dividends (Not the Prices)
Access the full suite of RetireMembership content: https://retiremembership.com/retiremembership
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.
Tuesday Nov 05, 2024
Tuesday Nov 05, 2024
Episode 12 | Elections, the Economy, and Investing
See more: Investing & Politics Graphs
Access the full suite of RetireMembership content: https://retiremembership.com/retiremembership
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.
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
Episode 11 | Recurring Themes
See more: Probably of a Positive Outcome
Access the full suite of RetireMembership content: https://retiremembership.com/retiremembership
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.
Tuesday Oct 15, 2024
Tuesday Oct 15, 2024
Episode 9 | Knowledge of the Future
See more: Knowledge of the Future
Access the full suite of RetireMembership content: https://retiremembership.com/retiremembership
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.
Tuesday Sep 24, 2024
Tuesday Sep 24, 2024
Episode 9 | The Fed (Finally) Cut Rates
See more: Today's Headlines are Tomorrow's Footnotes
Access the full suite of RetireMembership content: https://retirementorship.com/retiremembership/
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.
Tuesday Sep 17, 2024
Tuesday Sep 17, 2024
Episode 8 | Three Important Planning Notes
Access the full suite of RetireMembership content: https://retiremembership.com/retiremembership
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.