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The Villages: Overview and Cost of Living

July 22, 2022 By ESI Leave a Comment

Most of you reading this know that my wife, my dad, and I spent 2.5 months this past winter living in The Villages. For details on that time as well as my review of The Villages, see Thoughts on The Villages, Florida, and Snowbirding, Part 1, Thoughts on The Villages, Florida, and Snowbirding, Part 2, Thoughts on The Villages, Florida, and Snowbirding, Part 3, and Review of … [Read more...]

Filed Under: Real Estate, Retirement

Longevity and the New Journey of Retirement

July 16, 2022 By ESI 6 Comments

Here's a new study out about older Americans, lifestyles, retirement, and such. It's from Edward D. Jones, Age Wave, and The Harris Poll. It's full of interesting data. Here's a summary: Edward Jones and Age Wave initially joined forces in 2019 to explore people’s hopes, dreams, and concerns in retirement. Together with The Harris Poll, we conducted a groundbreaking … [Read more...]

Filed Under: Retirement

Retirement Interview 34, Part 2

July 6, 2022 By ESI 14 Comments

Here’s part two of a retirement interview I posted a couple weeks ago. In case you missed it, check out Retirement Interview 34, Part 1. This interview was conducted in April. Today's post is a detailed answer to the question "How was the adjustment, especially the first few months after retirement?" The interviewee takes us on a step-by-step process that I think you … [Read more...]

Filed Under: Interviews, Retirement

A Real-Life Story of How to Create Your Escape Plan

June 29, 2022 By ESI 19 Comments

Let's face it, most Americans are less than in love with their jobs/careers. Even those who earn the big bucks, have all the benefits, and have good, decent, challenging jobs get sick and tired of all the negative aspects of working at times (and over time as the crap just builds up). I know this certainly described me. I had times where I HATED jobs/a career that I … [Read more...]

Filed Under: Career, Financial Independence, Retirement

Retirement Interview 34, Part 1

June 24, 2022 By ESI 20 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 April. This one is different in a couple ways. First of all, it's from a friend. The author and I (and several others) … [Read more...]

Filed Under: Interviews, Retirement

Retirement Interview 33

May 20, 2022 By ESI 29 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 February. My questions are in bold italics and their responses follow in black. Let's get started... GENERAL … [Read more...]

Filed Under: Interviews, Retirement

What the Happiest Retirees Know: Investing and Spending Habits

May 18, 2022 By ESI 7 Comments

Today we continue our coverage of the great retirement book What the Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. It is packed full of solid information and statistics about the state of retirement today. If you've missed any posts in this series, there are two ways to catch up. You can begin with the first post, which is an introduction to the … [Read more...]

Filed Under: Books, Retirement

My Fourth Experience at a Direct Mail Retirement Seminar

May 13, 2022 By ESI 7 Comments

I know. It's becoming somewhat of a bad habit. But I just couldn't resist this time! I received a mailer on April 20 that invited me to a direct mail retirement seminar. It promised to "Help you (me) know information beneficial to your retirement" by presenting a seminar on "understanding different retirement strategies." It also said the presentation would be … [Read more...]

Filed Under: Retirement

Review of The Villages, Florida, Part 2

May 11, 2022 By ESI 23 Comments

Today we continue my review of The Villages, Florida. If you missed part 1, you can find it here.  This post will focus on evaluating The Villages in two new ways. First, I'll do a review based on my list of five retirement categories everyone needs to address to have a great retirement. Then I'll share some results from top Google search articles I found -- posts … [Read more...]

Filed Under: Retirement, Travel

What the Happiest Retirees Know: Home Habits

May 6, 2022 By ESI 9 Comments

Today we continue our coverage of the great retirement book What the Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. It is packed full of solid information and statistics about the state of retirement today. If you've missed any posts in this series, there are two ways to catch up. You can begin with the first post, which is an introduction to the … [Read more...]

Filed Under: Books, Retirement

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