Today I have a couple updates for you from previous millionaire interviews. I'm letting three years pass from the initial interviews to the updates, so if you've been interviewed, I'll be in touch. ;) Today we begin with Millionaire Interview 2. FYI, both interviews took place in March 2020. As usual, my questions are in bold italics and his responses … [Read more...]
The Top Five Money Secrets of the Happiest Retirees, Part 3
Today we're finishing up the five money secrets of the happiest retirees from the book You Can Retire Sooner Than You Think. If you need to catch up, the first two posts in this series were The Top Five Money Secrets of the Happiest Retirees, Part 1 and The Top Five Money Secrets of the Happiest Retirees, Part 2. Now we round out the five by covering secrets 4 and … [Read more...]
The Top Five Money Secrets of the Happiest Retirees, Part 2
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...]
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...]
Millionaire Interview 180
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 her responses follow in black. Let's get started... OVERVIEW How old are you (and spouse if applicable, plus how … [Read more...]
How I Added Dividend Stocks to My Portfolio, Part 2
Today I'll continue telling you how I ended up buying almost $200k in dividend stocks recently. In case you missed part 1 and want to catch up, see How I Added Dividend Stocks to My Portfolio, Part 1. In that post I set up the background (my interest in dividend investing), how I educated myself on dividend investing, and how I developed a set of criteria I wanted to see … [Read more...]
How I Added Dividend Stocks to My Portfolio, Part 1
Warning: I need to put this upfront just to be 100% clear to all readers. This post is about what I've done investing-wise. It's not about what you should do investing-wise. I do not know your goals, financial situation, or any one of a hundred other details that would even slightly qualify me to offer any investing advice to you. As such, this post is not meant as … [Read more...]
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