The following is a millionaire interview I first published on a previous site. I have several of these interviews, conducted over the past several years, that I now want to place on ESI Money (so they are all in one place). I’ve been posting them every now and then, but would like to get them all completed soon, so you’ll see more of these in the next few weeks. All great … [Read more...]
Thoughts from a Long-Term Care Insurance Expert, Part 3
Today we conclude our conversation with Scott A. Olson, co-owner of The LTC Shop. In case you missed them, here's part 1 and part 2 of the series. Scott and I had a chat via email and I'm posting those conversations. My questions are in bold italic and preceded by "ESI:" while his responses begin with "Scott:". At the end of each topic I add an "ESI's Thoughts" … [Read more...]
Thoughts from a Long-Term Care Insurance Expert, Part 2
Today we continue our conversation with Scott A. Olson, co-owner of The LTC Shop. In case you missed part 1 of the series, you can find it here. Scott and I had a chat via email and I'm posting those conversations. My questions are in bold italic and preceded by "ESI:" while his responses begin with "Scott:". At the end of each topic I add an "ESI's Thoughts" … [Read more...]
Millionaire Interview 193
The following is a millionaire interview I first published on a previous site. I have several of these interviews, conducted over the past several years, that I now want to place on ESI Money (so they are all in one place). I’ve been posting them every now and then, but would like to get them all completed soon, so you’ll see more of these in the next few weeks. All great … [Read more...]
How to Protect Your Career Earnings with an Employment Contract
I've talked several times about how your career is your most important financial asset. Given this, you want to treat your career like other major assets. You want to grow it, of course. But just as important is protecting it. That's why I wrote Career Insurance: Protecting Your Most Valuable Asset. One of the best ways to protect your career, but also one of the … [Read more...]
Thoughts from a Long-Term Care Insurance Expert, Part 1
After I wrote Long-Term Care Insurance Overview and Who Needs Long-Term Care Insurance? I received the following email from a reader: I was privileged to participate in your “Millionaires” services a couple of years ago and continue to be a follower of your blog. Recently I read your two posts on LTC, both of which laid out some great information. I went down this path a … [Read more...]
Retirement Interview 23
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 completed in mid-May. My questions are in bold italics and his responses follow in black. Let's get started... GENERAL … [Read more...]
Eight Great Learnings from You Can Retire Sooner Than You Think
As we end our coverage of the book You Can Retire Sooner Than You Think, there are about a gazillion more pieces of wisdom I could share from it. We've already covered so much (and there's much more left in the book) but what follows are eight pieces of learning that didn't fit well into my other posts. And yet I had to share them, so here we are. And in addition to … [Read more...]
How to Retire Happy, Wild, and Free, Part 3
I have already posted two articles (part 1 and part 2) with my thoughts on the book How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor. In those I shared portions of the book and added my commentary. Today we finish this series, focusing solely on the importance of interests/activities in retirement (which we started last … [Read more...]
Millionaire Interview 192
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...]
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