Here’s our latest interview with a retiree as we seek to learn from those who have actually taken the retirement plunge. If you’d like to be considered for an interview, drop me a note and we can chat about specifics. Many people have requested more of these interviews, but I have to have volunteers -- I can't manufacture interviews out of thin air. My questions are in … [Read more...]
Archives for December 2019
All About Estate Plans
The last time we got our will updated was 20 years ago. Our kids were young, we were much less wealthy (net worth: $300k), and the world was entirely different. At that point, if anything happened to us, we had our kids going to a family we were close with then -- but have lost touch with now. And, of course, the kids are much older than they were at that … [Read more...]
Millionaire Interview 162
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... OVERVIEW How old are you (and spouse if applicable, plus how … [Read more...]
Money Conversations On and Around the Pickleball Court
Everywhere I go there are money conversations!!! A while ago I talked about a money conversation I overheard in my health club's locker room. Well, now we take the talk outside to the pickleball courts (these are from the summer, of course, we're now back inside for the winter, playing at my gym). If you didn't know, pickleball is a very social game. There's a lot of … [Read more...]
How to Invest in Private Real Estate Lending
I have mentioned from time to time that I'm making 10% back on money ($125k so far) I've loaned to a friend who's buying real estate. Some of you more perceptive (and interested) readers have picked up on this and sent me notes. Here's an example of one I received recently: From reading your money blog I see that one of your income streams comes from lending money to a … [Read more...]
Financial Thoughts from Robert Kiyosaki
As noted when I posted Why the Rich are Getting Richer, the book Why the Rich Are Getting Richer by Robert Kiyosaki, author of Rich Dad Poor Dad, contains a lot more than simply why the wealthy become even wealthier. As I read the book, I underlined key passages, many of which didn't fit into the first post. That's why I'm writing this post -- to share some of Kiyosaki's … [Read more...]
Millionaire Interview 161
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... OVERVIEW How old are you (and spouse if applicable, plus how … [Read more...]