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Archives for January 2018

ESI Scale Interview 3

January 31, 2018 By ESI 49 Comments

Today we continue the ESI Scale Interview series where people answer questions about their success at working the ESI Scale. In short, the series focuses on what the interviewee is doing in the areas of earning, saving, and investing. They also get an opportunity to ask ESI Money readers for suggestions if they choose to do so. Since the series is just getting started, … [Read more...]

Filed Under: ESI Scale, Interviews

Millionaire Interview 37

January 29, 2018 By ESI 26 Comments

Here’s our latest interview with a millionaire as we seek to learn from those who have grown their wealth to high heights. If you’d like to be considered for an interview, drop me a note and we can chat about specifics. My questions are in bold italics and his responses follow in black. Let's get started... How old are you (and spouse if applicable, plus how long … [Read more...]

Filed Under: Interviews, Millionaires

2017 Financial Year in Review and 2018 Forecast

January 26, 2018 By ESI 48 Comments

At the end of each year I like to dig into my finances to do a bit of a review. Since I have all my numbers in Quicken, it's pretty easy. And I thought you might find the results interesting -- so I'm turning it into a post! As a reminder, 2017 was my first full year of retirement, so it provides a good insight into how our finances might play out over the rest of our … [Read more...]

Filed Under: About, Retirement

Maxing Out a 401k and Early Retirement

January 24, 2018 By ESI 56 Comments

In my post titled Three Sentences that Lead to Wealth, I made the following comment: The 401k up to the full match is a no-brainer. After that, it depends what you are trying to accomplish and by when. I maxed out all my tax-advantaged accounts and wish I had put a bit of that money into taxable accounts for easier access. One reader responded to that with the following: In … [Read more...]

Filed Under: Financial Independence, Retirement

Millionaire Interview 36

January 22, 2018 By ESI 50 Comments

Here’s our latest interview with a millionaire as we seek to learn from those who have grown their wealth to high heights. If you’d like to be considered for an interview, drop me a note and we can chat about specifics. Today our interview is with Ms 99 to 1 Percent from 99to1Percent. My questions are in bold italics and her responses follow in black. Let's get … [Read more...]

Filed Under: Interviews, Millionaires

ESI Scale Interview 2

January 19, 2018 By ESI 38 Comments

Today we continue the ESI Scale Interview series where people answer questions about their success at working the ESI Scale. In short, the series focuses on what the interviewee is doing in the areas of earning, saving, and investing. They also get an opportunity to ask ESI Money readers for suggestions if they choose to do so. Since the series is just getting started, … [Read more...]

Filed Under: ESI Scale, Interviews

Help a Reader: How to Retire with Plenty of Assets

January 17, 2018 By ESI 18 Comments

Here's an email I received from a reader looking for some suggestions: From an early age, my wife and I were taught to save. So we paid ourselves first before anything else. By the time I met my wife to be we were both working for Johnson and Johnson. We maxed our 401k’s, deducted for savings bonds (remember those?) and company stock. We probably averaged close to 20% of … [Read more...]

Filed Under: Help a Reader, Retirement

Millionaire Interview 35

January 15, 2018 By ESI 87 Comments

Here’s our latest interview with a millionaire as we seek to learn from those who have grown their wealth to high heights. If you’d like to be considered for an interview, drop me a note and we can chat about specifics. This interview's guest is Mr. Shirts who writes at Stop Ironing Shirts, he goes into nice detail about growing a network and how he increased his income … [Read more...]

Filed Under: Interviews, Millionaires

Help a Reader: Investing and Real Estate

January 12, 2018 By ESI 25 Comments

Here's an email I received from a reader looking for some suggestions: Hi! I am interested in advice on investing in mutual funds, index funds and real estate. Our goal is to be FI/RE by 50. Our ages are 34 (me) and 33 (husband) right now. Background Information (before raises in March)... My husband and I will be 100% debt free as of November 30th. We will be … [Read more...]

Filed Under: Help a Reader

ESI Scale Interview 1

January 10, 2018 By ESI 43 Comments

Welcome to my new interview series titled "ESI Scale Interviews". The name comes from a post I initially wrote titled Working the ESI Scale to Financial Independence as well as a follow-up from a reader titled A Great Example of Working the ESI Scale. In short, the interviews will focus on what the interviewee is doing in the areas of earning, saving, and investing. There … [Read more...]

Filed Under: ESI Scale, Interviews

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