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Archives for August 2016

My Current Asset Allocation

August 10, 2016 By ESI 18 Comments

How my current assets break down

Every once in a while I review my overall asset allocation to see if/where I need to make changes. I thought sharing it with you might prove interesting as well. So here's a list of my assets (by class) and what percentage each makes up of my total assets (in descending order): Retirement Brokerage Accounts - 42.9% Rental Properties - 17.7% Brokerage Account - … [Read more...]

Filed Under: Invest

7 Steps to Millions More: Be Attractive

August 8, 2016 By ESI 9 Comments

Being attractive can get help you earn more

In How to Manage Your Career to Make Millions More I listed seven steps to making the most of your career. Today we will be going into details of step #4: be attractive. If you missed the other posts in this series, they are: 7 Steps to Millions More: Over-Perform 7 Steps to Millions More: Be Likeable 7 Steps to Millions More: Network Sorry, But That's … [Read more...]

Filed Under: Career, Earn

Four Steps to Determine Your Retirement Number

August 5, 2016 By ESI 5 Comments

Take these for steps to retirement

The best book I've ever read on retirement BY FAR is Todd Tresidder's How Much Money Do I Need to Retire? (Funny story -- I couldn't find my copy of the book so I bought a new one from Amazon, started taking notes in it, and then discovered my old copy. So I may be doing a giveaway someday of a slightly used version.) :) Anyway, I thought I'd share some principles from … [Read more...]

Filed Under: Retirement

Playing Financial Chess

August 3, 2016 By ESI 3 Comments

Financial chess

As I noted in What I've Been Reading, the Leadership Team at work has been reading Scaling Up: How a Few Companies Make It...and Why the Rest Don't (Rockefeller Habits 2.0). It's a basic management book in many ways (and yet most companies don't implement the basics) but also a very good one if you're interested in business. A quote from the book stood out to me and I … [Read more...]

Filed Under: About, ESI Thoughts, Net Worth

The Best Personal Finance Books of All Time: The Automatic Millionaire

August 1, 2016 By ESI 4 Comments

Review of the book The Automatic Millionaire

This post is the latest in my series on the Best Personal Finance Books of All Time. As a refresher, we've already covered: The Millionaire Next Door The Richest Man in Babylon Bogleheads' Guide to Investing Today we'll discuss The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich, a simple but powerful book. Overview One of the best … [Read more...]

Filed Under: Books

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