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The Four Retirement Groups

March 2, 2023 By ESI 3 Comments

Today we're going to finish our discussion on an Edward D. Jones, Age Wave, and The Harris Poll new study covering habits and opinions of older Americans, their lifestyles, what they think about retirement, and so on. So far there have been three posts in this series and you can read those if you missed them or want a refresher. They are: Longevity and the New Journey … [Read more...]

Filed Under: Retirement

Millionaire Interview 352

February 27, 2023 By ESI 23 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

10 Ways to Invest in Real Estate for Retirement

February 23, 2023 By ESI 10 Comments

As you probably know, I have been a real estate investor for just about a decade. I bought my places in Grand Rapids, Michigan in 2012-13. Doing so was the combination of the right time to buy (there was still blood in the water from the financial and real estate meltdown) along with a great market (very affordable.) When I tell people today that I bought 14 doors (3 … [Read more...]

Filed Under: Invest, Real Estate, Retirement

Millionaire Interview 351

February 20, 2023 By ESI 15 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

Where to Get Information on The Villages, Florida

February 16, 2023 By ESI 1 Comment

People often ask me where we got our information/did our research on The Villages (TV) before we moved down here. Unfortunately, there’s not one single source (or even a few) that will contain anything close to everything someone will want to know about such a broad topic. However, we’re fairly good at research and are interested in the topic, so we tried many options … [Read more...]

Filed Under: Real Estate, Retirement

Millionaire Interview 350

February 13, 2023 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

Life in The Villages, Florida: Purchase, Arrival, and Getting Settled

February 9, 2023 By ESI 26 Comments

As most of you know, we recently moved to The Villages, Florida (or at least we’re down here – we still have a Colorado home – so whether or not we’ve moved yet could be up for discussion. Maybe we’re “still moving.” Hahaha.) That said, I wanted to give an update on where we are to date – from the time we started thinking about coming here to where we are now, as I write … [Read more...]

Filed Under: About, Retirement

Millionaire Interview 349

February 6, 2023 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 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 Four Stages of Retirement

February 2, 2023 By ESI 4 Comments

Today we're going to continue our discussion on a Edward D. Jones, Age Wave, and The Harris Poll new study covering habits and opinions of older Americans, their lifestyles, what they think about retirement, and so on. It's been awhile since we discussed this report, so in case you missed or don't remember the first two posts in this series and want to catch up, go back and … [Read more...]

Filed Under: Retirement

Retirement Interview 40

January 30, 2023 By ESI 14 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 August. My questions are in bold italics and their responses follow in black. Let's get started... GENERAL … [Read more...]

Filed Under: Interviews, Retirement

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