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Archives for April 2022

Thoughts on The Villages, Florida, and Snowbirding, Part 3

April 29, 2022 By ESI 17 Comments

Well, we are now back in Colorado after our 2.5 months in The Villages this winter. As I write this we have been back for 10 days or so and are mostly settled. More on that in a bit. In case you missed my other updates about life in Florida and The Villages, see The Villages, Florida, and Snowbirding, Part 1 and The Villages, Florida, and Snowbirding, Part 2. This post … [Read more...]

Filed Under: Retirement, Travel

What the Happiest Retirees Know: Social and Health Habits

April 27, 2022 By ESI 2 Comments

Today we continue our coverage of the great retirement book What the Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. It is packed full of solid information and statistics about the state of retirement today. If you've missed any posts in this series, there are two ways to catch up. You can begin with the first post, which is an introduction to the … [Read more...]

Filed Under: Books, Retirement

Millionaire Interview 301

April 25, 2022 By ESI 7 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 October. 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

Findings from 300 Millionaire Interviews (Plus Giveaway!)

April 22, 2022 By ESI 207 Comments

Who would have ever thought we'd make it to 300 millionaires interviewed? When I started this process over five years ago, it was a concept that I had initially developed for another site. I liked it, so I made millionaire interviews a part of ESI Money. I figured we'd get to 50 or so and if things went really well maybe 100. We're now at three times that and more … [Read more...]

Filed Under: Giveaways, Millionaires

What the Happiest Retirees Know: Family, Love, and Faith Habits

April 20, 2022 By ESI 2 Comments

Today we continue our coverage of the great retirement book What the Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. It is packed full of solid information and statistics about the state of retirement today. If you've missed any posts in this series, there are two ways to catch up. You can begin with the first post, which is an introduction to the … [Read more...]

Filed Under: Books, Retirement

Millionaire Interview 300

April 18, 2022 By ESI 6 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 October. This is a significant one as it marks 300 millionaires who have been interviewed on this site. Who would have … [Read more...]

Filed Under: Interviews, Millionaires

Millionaire Interview Update 21

April 15, 2022 By ESI 7 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 November. As usual, my questions are in bold italics and their responses follow... OVERVIEW How old are you? I am 56. My wife is also … [Read more...]

Filed Under: Interviews, Millionaires

What the Happiest Retirees Know, Developing Core Pursuits and the Benefits of Volunteering

April 13, 2022 By ESI 5 Comments

Today we continue our coverage of the great retirement book What the Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. It is packed full of solid information and statistics about the state of retirement today. If you've missed any posts in this series, there are two ways to catch up. You can begin with the first post, which is an introduction to the … [Read more...]

Filed Under: Books, Retirement

Millionaire Interview 299

April 11, 2022 By ESI 16 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 October. Today we have Dr. Fawcett from Financial Success MD. My questions are in bold italics and their responses … [Read more...]

Filed Under: Interviews, Millionaires

7 Best Real Estate Syndication Tax Benefits

April 8, 2022 By ESI 3 Comments

As most of you know, I sold my rental properties last year and invested a good portion of those proceeds into real estate syndication deals. For background what transpired, see these posts: Why and How I Sold Most of My Rental Properties Why and How I Sold My Last Rental Property  My Real Estate Syndication Investing Journey  At the time of this … [Read more...]

Filed Under: Invest, Real Estate, Taxes

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