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Budget Blunders will keep us failing. But Budget Best Practices make the method a breeze! We have nine of each in the ninety-ninth episode.Start Your 34-Day Free Trial of YNAB!See more at https://RetireMentorship.com/98. 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.

Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.Start your 34-Day Free Trial now!See more at https://RetireMentorship.com/98. 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.

When and how do I make a net worth and cash flow statement? Grab a free template, schedule an hour, and invest in understanding your money.See more and grab the templates at https://RetireMentorship.com/97. 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.

You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.See more at RetireMentorship.com/96 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.

Let's make 2023 the Best Year Ever! We're going back to basics. By year-end, let's turn "I wish I had known" into "I am glad I did."  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.

You should create, save for, and work toward life goals. But Life Goals shouldn't take a Lifetime to achieve. Don't just save. Invest!See more at https://RetireMentorship.com/94.Watch the E*Trade Commercial here: https://www.youtube.com/watch?v=Cvb3Sr7_Xao  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.

What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?   See more at https://RetireMentorship.com/93 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.

Episode 92 | The values in your accounts may have declined by 20%. But we haven't lost anything. Not if we view it correctly. Language matters!See more at https://RetireMentorship.com/92. 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.

Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you'll appreciate dividends.See more at RetireMentorship.com/91. 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.

My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?See more at RetireMentorship.com/90. 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.

We're off this week for Thanksgiving, but in case you missed episode 43, we are republishing it here. Take 12 minutes to be grateful.  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.

There are four fiduciary loopholes people can use to call themselves Fiduciaries when they aren't. How do I know if the professional I'm working with is a true fiduciary? How do I find one if they are not?See more at RetireMentorship.com/89. 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.

"Fiduciary" is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.See more at https://RetireMentorship.com/88. 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.

Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?See more at https://RetireMentorship.com/87 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.

We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.  See more at RetireMentorship.com/86 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.

We are obsessed with debating financial tactics, which are often outside our control. Stop it! 🛑 Focus instead on what you can control. See more at RetireMentorship.com/85 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.

Social Security is going broke! Will Social Security Exist? Let's explore the problems with Social Security and options for fixing it.See more at https://RetireMentorship.com/84.  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.

Recession, Inflation, and a Frantic Bear Market. 📉 Is now the time to cut my losses and get out of the stock market? See more at RetireMentorship.com/83 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.

Do you get notified about the news? 🚨 Do you surrender control of your attention, mood, or investment outlook? Or do you stay focused?See more at RetireMentorship.com/82Become a RetireMember for free to receive exclusive content at RetireMembership.com.Get my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, on Amazon.com or at 3DRetirementIncome.com.Find my financial planning firm at LaxFP.com.If you have any questions or have a suggestion for a topic you would like to be turned into a show, email us at Questions@RetireMentorship.com. Or you can call us at 1-855-6MENTOR.  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.

Insurance companies love to use the C-Word. They try and sell certainty. But while it can be sold, it cannot be delivered. Stop it! 🛑 See more at RetireMentorship.com/81Become a RetireMember for free to receive exclusive content at RetireMembership.com.Get my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, on Amazon.com or at 3DRetirementIncome.com.Find my financial planning firm at LaxFP.com.If you have any questions or have a suggestion for a topic you would like to be turned into a show, email us at Questions@RetireMentorship.com. Or you can call us at 1-855-6MENTOR.  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.