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Archives for September 2021

Five Learnings from Five Years in Retirement

September 29, 2021 By ESI 36 Comments

As I noted in my last retirement update post, I have now passed five years in retirement. I think this is a good time to look back and reflect on that time and what I've learned about retirement. I have about a million thoughts on the subject, but since it's been five years and because I like to focus on the biggest items with the most impact, I'm limiting my thoughts to … [Read more...]

Filed Under: Retirement

Millionaire Interview 282

September 27, 2021 By ESI 33 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 took place in August. My questions are in bold italics and their responses follow in black. Let's get started... OVERVIEW How old … [Read more...]

Filed Under: Interviews, Millionaires

The New Rules of Retirement, Conclusion

September 24, 2021 By ESI 6 Comments

Today we conclude our review of The New Rules of Retirement: Strategies for a Secure Future. As usual, I'll be sharing some thoughts from the book as well as my opinions on what they say. We've already covered the book's introduction, threats to income and controlling spending, and securing and maximizing guaranteed lifetime income so if you haven't read those yet you … [Read more...]

Filed Under: Books, Retirement

Retirement Interview 31

September 22, 2021 By ESI 16 Comments

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. This interview was conducted in July. My questions are in bold italics and their responses follow in black. Let's get started... GENERAL … [Read more...]

Filed Under: Interviews, Retirement

Millionaire Interview 281

September 20, 2021 By ESI 11 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 took place in August. My questions are in bold italics and their responses follow in black. Let's get started... OVERVIEW How old … [Read more...]

Filed Under: Interviews, Millionaires

The New Rules of Retirement, Securing and Maximizing Guaranteed Lifetime Income

September 17, 2021 By ESI 3 Comments

Today we continue our review of The New Rules of Retirement: Strategies for a Secure Future. As usual, I'll be sharing some thoughts from the book as well as my opinions on what they say. We've already covered the book's introduction as well as threats to income and controlling spending so if you haven't read those yet you should probably check it out before you read this … [Read more...]

Filed Under: Books, Retirement

Millionaire Interview Update 14

September 15, 2021 By ESI 15 Comments

Today I have an update for you from a previous millionaire interview. I'm letting three years pass from the initial interviews to the updates, so if you've been interviewed, I'll be in touch. ;) This update was submitted in July. As usual, my questions are in bold italics and their responses follow... OVERVIEW How old are you? I will be 56 in October of this … [Read more...]

Filed Under: Interviews, Millionaires

Millionaire Interview 280

September 13, 2021 By ESI 21 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 took place in August. My questions are in bold italics and their responses follow in black. Let's get started... OVERVIEW How old … [Read more...]

Filed Under: Interviews, Millionaires

Answering Crazy Questions and Comments

September 10, 2021 By ESI 25 Comments

When I announced that I was getting rid of Saturday posts, one reader commented as follows: Awesome! Although I kinda miss your ‘rant Saturdays’, it is great to hear how happy you are and how removed you are from that work life. Hahahaha! Never fear! I'm not giving up rant posts -- just doing them during the week instead of on Saturdays. Today's rant post focuses on … [Read more...]

Filed Under: ESI Thoughts, Questions

The Sixth Million is the Easiest

September 8, 2021 By ESI 20 Comments

Hahaha. I couldn't resist on the title for this one. But once again, compounding has shown us its massive power and I simply needed a way to emphasize that. Let me explain... The First Million is the Hardest Several years ago I wrote a post titled The First Million is the Hardest. The introduction to that post started with this: Some say that hitting your first … [Read more...]

Filed Under: Millionaires, Net Worth

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