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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

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

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

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

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

The Best Post-Retirement Decisions I Have Made, Part 2

January 26, 2023 By ESI 21 Comments

Today we'll continue my list of the best post-retirement decisions I've made. In case you missed it, you can read part one of this series in The Best Post-Retirement Decisions I Have Made. So without further ado, let's get into the details... Sold Real Estate and Got into Syndications One of my tasks post-retirement has been to decrease what I call the "hassle factors" … [Read more...]

Filed Under: About, Retirement

The Best Post-Retirement Decisions I Have Made

January 23, 2023 By ESI 10 Comments

We talk a lot about planning for retirement and what decisions need to be made prior to doing so to have success. But today I want to approach retirement decisions from a different perspective. I want to discuss moves we made after we retired that have improved our retirement lives. As you'll see, it's not like you make a series of decisions before you retire and that's … [Read more...]

Filed Under: About, Retirement

Facts About The Villages, Florida

January 14, 2023 By ESI 22 Comments

As most of you know, we recently purchased a home in The Villages, Florida. I’ll be doing a more personal update/review soon (once I sort through all my notes), but I wanted to get this post out asap. The reason: it will probably be obsolete in a week. The Villages is growing so fast that stats are changing almost daily – and always going up/improving. So while the … [Read more...]

Filed Under: Retirement

Retirement Interview 39

January 5, 2023 By ESI 10 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 July. 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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