Episode 174 | Guest On: Financial Freedom PodcastSee more at https://RetireMentorship.com/174Check out the original episode on:Apple | https://podcasts.apple.com/us/podcast/financial-freedom-podcast-with-dr-christopher-h-loo-md-phd/id156

Guest On: Famous Interviews

12 days ago 34m 15s

Episode 173 | Guest On: Famous InterviewsSee more at https://RetireMentorship.com/173Check out the original episode on:Apple | https://podcasts.apple.com/us/podcast/famous-interviews-with-joe-dimino/id1660256991?i=1000640745867Spotify | h

Guest On: Route 664

19 days ago 12m 3s

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:

Guest On: The Ultimate Journey of Self-Care

26 days ago 12m 39s

Episode 171 | Guest On: The Ultimate Journey of Self-CareSee more at https://RetireMentorship.com/171Check out the original episode on:Apple | https://podcasts.apple.com/us/podcast/the-ultimate-journey-of-self-care/id1478579738?i=10006547

Life-Time Capital Gains Redux

Jun 13th, 2024 22m 55s

Episode 170 | Life-Time Capital Gains ReduxSee more at https://RetireMentorship.com/170Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retirem

Fixed Income = Fixed Losses

Jun 6th, 2024 12m 48s

Episode 169 | Fixed Income = Fixed LossesSee more at https://RetireMentorship.com/169Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retiremen

Rolling Returns

May 30th, 2024 14m 48s

Episode 168 | Rolling ReturnsSee more at https://RetireMentorship.com/168Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retirement Income: Cr

Investments (Still) Outperform Investors

May 23rd, 2024 9m 56s

Episode 167 | Investments (Still) Outperform InvestorsSee more at https://RetireMentorship.com/167Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book,

NEW Book: 3D Financial Planning

May 16th, 2024 9m 3s

Episode 166 | NEW Book: 3D Financial PlanningPre-order the book now: https://www.3DFinPlan.comSee more at https://RetireMentorship.com/166Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMemb

Timin’ the Market Redux

May 9th, 2024 29m 18s

Episode 165 | Timin' the Market ReduxSee more at https://RetireMentorship.com/165Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retirement In

The Trouble with Target Date Funds Redux

May 2nd, 2024 26m 16s

Episode 164 | The Trouble with Target Date Funds ReduxSee more at https://RetireMentorship.com/164Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book,

When to DIY

Apr 25th, 2024 13m 14s

Episode 163 | When to DIYSee more at https://RetireMentorship.com/163Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retirement Income: Creati

3D Retirement Income: Diversion

Apr 18th, 2024 21m

Episode 162 | 3D Retirement Income: DiversionSee more at https://RetireMentorship.com/162Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retir

3D Retirement Income: Duration

Apr 11th, 2024 22m 58s

Episode 161 | 3D Retirement Income: DurationSee more at https://RetireMentorship.com/161Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retire

3D Retirement Income: Direction

Apr 4th, 2024 38m 37s

Episode 160 | 3D Retirement Income: DirectionSee more at https://RetireMentorship.com/160Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retir

What if Experts Disagree?

Mar 28th, 2024 16m 48s

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/159Send us a Text Message.Join our

Can You Beat the S&P 500?

Mar 21st, 2024 16m 44s

Episode 158 | Can You Beat the S&P 500?See more at https://RetireMentorship.com/158Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retirement

Why Is My Performance Less Than the S&P 500?

Mar 14th, 2024 17m 38s

Episode 157 | Why Is My Performance Less Than the S&P 500?See more at https://RetireMentorship.com/157Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my b

Optimize Your Banking

Mar 7th, 2024 15m 23s

Episode 156 | Optimize Your BankingSee more at https://RetireMentorship.com/156Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retirement Inco

Optimize Your Credit Cards

Feb 29th, 2024 16m 18s

Episode 155 | Optimize Your Credit CardsSee more at https://RetireMentorship.com/155Send us a Text Message.Join our FREE membership community to receive exclusive content at RetireMembership.com.The content includes my book, 3D Retirement

Spring Review 2024

Feb 22nd, 2024 16m 52s

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 v

The S&P 500 Cracks 5,000

Feb 15th, 2024 9m 40s

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

Why You Should NOT Buy an Index Annuity

Feb 8th, 2024 18m 47s

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/152Send us a Tex

Should I Buy an Index Annuity?

Feb 1st, 2024 12m 35s

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/151Send us a Text Messag

Three Lessons from Three Bear Markets

Jan 25th, 2024 14m 23s

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/150Send us a Text Message.Join our FREE membership communi