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Retirement Interview 35

August 31, 2022 By ESI 2 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. 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: Conclusion

August 19, 2022 By ESI 7 Comments

Today we conclude 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

Retirement Countdown Interview 3, Part 3

August 17, 2022 By ESI 20 Comments

Today we conclude my "interview" with one of my Millionaire Money Mentors who detailed his journey into retirement. If you missed the first two posts in this series, check out Retirement Countdown Interview 3, Part 1 and Retirement Countdown Interview 3, Part 2. If you're getting close to retirement, actively working on several steps in that process, and interested in … [Read more...]

Filed Under: Interviews, Retirement

Retirement Health, Changing Definition, Work, and Worries

August 6, 2022 By ESI 2 Comments

Today we're going to continue our discussion of 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. In case you missed the first post in this series and want to catch up, go back and read Longevity and the New Journey of Retirement. As usual, I'll be … [Read more...]

Filed Under: Retirement

Retirement Update: 6 Years

August 3, 2022 By ESI 14 Comments

Well, it's that time again -- time for another retirement update where I share what it's like in the retired world of ESI! It's been a while since I've done one of these updates...sort of. It has been since last November when I posted Retirement Update: 5.25 Years, my last "official" retirement update. But since then I did post the following: Thoughts on The … [Read more...]

Filed Under: About, Retirement

Retirement Countdown Interview 3, Part 2

July 29, 2022 By ESI 17 Comments

Today we continue my "interview" with one of my Millionaire Money Mentors who detailed his journey into retirement. If you missed the first post in this series, check out Retirement Countdown Interview 3, Part 1. If you're getting close to retirement, actively working on several steps in that process, and interested in doing an interview, please drop me a note. Now … [Read more...]

Filed Under: Interviews, Retirement

Retirement Countdown Interview 3, Part 1

July 27, 2022 By ESI 25 Comments

The following is my third "interview" with a someone planning on going through retirement. I put "interview" in quotes because like the first two in this series, it's not a traditional interview. It's a person from the Millionaire Money Mentors telling their story. That said, I do hope to make Retirement Countdown Interviews a thing, so if you're getting close to … [Read more...]

Filed Under: Interviews, Retirement

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

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