Today it's time to review more secrets of the happiest retirees from the book You Can Retire Sooner Than You Think. We already listed the five secrets and detailed the first one in The Top Five Money Secrets of the Happiest Retirees, Part 1. Today we'll discuss secrets 2 and 3. How Much Do You Need to Retire? Secret 2 is the fundamental money question of … [Read more...]
Archives for April 2020
Millionaire Interview 181
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...]
Our Trip to a Retirement Workshop, Part 3
Today we're concluding the details of our recent retirement workshop. If you missed the first two parts, I suggest you read them so you're up to speed. See part 1 and part 2 to catch up. So far we've made it through day 1 and section 5. Today let's get rolling with day 2 and section 6... Getting to the Second Class We arrived early for the second class, found our seats, … [Read more...]
Our Trip to a Retirement Workshop, Part 2
Today we're continuing the overview of our recent trip to a retirement workshop. If you missed the first part of this series, I suggest you read it before this post so you're up to speed. Last time we covered sections 1 and 2, so let's get rolling today with section 3... Section 3 -- Retirement Distribution Planning This section started with a reiteration of points … [Read more...]
Our Trip to a Retirement Workshop, Part 1
As you know, we've been to three direct mail retirement seminars so far. Two have been pretty good (the first and third ones -- we even met with two planners from the third seminar) and one not so good (the second seminar.) What you don't know is that we actually planned to attend a fourth one. But the day before it was scheduled the seminar was cancelled as the speaker … [Read more...]
