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Our Meeting with Two Financial Planners

January 31, 2020 By ESI 66 Comments

As noted in My Third Experience at a Direct Mail Retirement Seminar, my wife and I accepted an invitation to meet with Dustin (financial planner) and Gregg (Chief Investment Officer) from Accelerated Wealth. They had done an impressive enough job at the presentation to convince us it was worth an hour, plus I had a few questions I wanted to run by them, so why not? In … [Read more...]

Filed Under: About, Retirement

My Third Experience at a Direct Mail Retirement Seminar

January 25, 2020 By ESI 22 Comments

I know, I know. I'm starting to get hooked on these things! Ha! In case you haven't been following along, I've written about the first and second direct mail retirement seminars my wife and I have attended. After the second one, I didn't know if we'd go to another one, but turns out we did! I'm glad we did since this was a good one for a few different reasons. But … [Read more...]

Filed Under: About, Retirement

My Latte Factor

January 8, 2020 By ESI 35 Comments

Anyone love coffee? ;) For most of my life, I was not a coffee drinker. I preferred my caffeine cold in the form of Diet Coke. And then fate stepped in... But before we get to that, let me say that the following is a guest post I originally wrote for Get Rich Slowly. It was written over a year ago and since then, I have had to change my coffee-making methods. So at the … [Read more...]

Filed Under: About, Save

How to Become Financially Independent in Five Years

December 18, 2019 By ESI 25 Comments

Back in October I was part of a panel discussion on the What's Up Next? podcast. Three of us "older" bloggers joined Doc G and Paul to discuss the subject "Is it ever too late to pursue financial independence?" The episode will soon be released but if you want to hear what we had to say, you can listen to it here now. In the discussion Doc asked a GREAT question (which … [Read more...]

Filed Under: About, Financial Independence, Retirement

Money Conversations On and Around the Pickleball Court

December 7, 2019 By ESI 15 Comments

Everywhere I go there are money conversations!!! A while ago I talked about a money conversation I overheard in my health club's locker room. Well, now we take the talk outside to the pickleball courts (these are from the summer, of course, we're now back inside for the winter, playing at my gym). If you didn't know, pickleball is a very social game. There's a lot of … [Read more...]

Filed Under: About

The Money People in My Life that I’m Thankful For

November 15, 2019 By ESI 9 Comments

In September I was invited to an early screening of A Beautiful Day in the Neighborhood. Back in the day when I was still working, I actually had some influence. So I was often invited to early screenings of movies and received books and music in advance of release as well. This was so I could help spread the word about the product and help it launch successfully. I'm … [Read more...]

Filed Under: About, Books

Retirement Update: 3.25 Years

November 2, 2019 By ESI 20 Comments

Here we are again! Seems like it wasn't that long ago that I was sharing my three year retirement update and we're already at 3.25 years. My, my how time flies when you're having fun! Anyway, let's get right to it. Here's what's happened since my last update three months ago... Life I noted last time that we were staying in our house for the foreseeable future. … [Read more...]

Filed Under: About, Retirement

How The Game of Life Teaches Personal Finance

August 31, 2019 By ESI 9 Comments

We were always a big gaming family. My dad and I would play Monopoly and Aggravation for HOURS when I was home from college -- until 3 am or 4 am in the morning at times! Then when we had our own family, games naturally played a big part in our entertainment time (to this day, my daughter and dad play Aggravation for money! LOL!) If I had to pick one game that we … [Read more...]

Filed Under: About

My Favorite Podcasts

August 14, 2019 By ESI 15 Comments

I have been a life-long learner. Even as a young boy, I read quite a lot (mostly fiction) and enjoyed learning new things. As I got older I went to college and then graduate school which involved lots of learning, of course. But instead of stopping there, I kept reading both books and magazines, especially on personal finance and topics related to my … [Read more...]

Filed Under: About, Books

Did Being a Country Boy Help Make Me Wealthy?

August 2, 2019 By ESI 17 Comments

When I work out, I always listen to music. I've tried listening to books or podcasts when exercising, but it just doesn't work. I have to count (reps) or strain (lifting or cardio) and my attention on anything anyone says is gone. When I've tried a podcast or book I end up constantly rewinding which makes for a very frustrating experience. So music it is. I listen … [Read more...]

Filed Under: About, Net Worth, Save

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