Today I'm sharing some more great points from the new book Keys to a Successful Retirement. The book is written by my friend, Fritz Gilbert (author of The Retirement Manifesto), and contains several key points that I haven't found in many other retirement books. This is probably because most authors write about retirement in theory. Fritz writes about it from practical … [Read more...]
Keys to a Successful Retirement, Part 1
I have read a ton of retirement books lately. It's funny -- I don't remember reading any before I retired. Haha! That's one of the points in today's book. But I'll get to that in a bit. For now let's review a few of the books I've read (and written about) in the past few months: You Can Retire Sooner Than You Think What Color Is Your Parachute for Retirement … [Read more...]
Retirement Update: 3.75 Years
Here we are again -- time for another retirement update where I share what's going on in my life! For the record here's the last one. You may want to read it as some of the items mentioned in this post will assume you know what's in the former post. The past three months have been full of excitement, so let's get to the details! Life My son was supposed to spend … [Read more...]
Life is Short. Retire Early.
Consider this a public service announcement about early retirement that You don't hear that often (if at all). Stumbling around on Twitter a couple months ago I ran into a series of tweets that shocked me. Apparently a fellow money blogger had retired and things had not gone so well -- not because of money problems, but because of health issues. I contacted the wife … [Read more...]
How to Have a Purposeful Retirement, Part 1
Many eons ago, I was a young business school graduate at my first "real" job. I was working for a company that was then (and is still) in the top 50 Fortune 500 companies. Needless to say, I was pretty green, a bright-eyed, bushy-tailed country boy from Iowa, now in the "big city" to make my dreams come true. Cue the theme song from the Mary Tyler Moore show! Up to … [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...]
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...]
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