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Keys to a Successful Retirement, Part 1

May 6, 2020 By ESI 10 Comments

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...]

Filed Under: Books, Retirement

Retirement Update: 3.75 Years

May 1, 2020 By ESI 52 Comments

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...]

Filed Under: About, Retirement

Life is Short. Retire Early.

April 29, 2020 By ESI 44 Comments

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...]

Filed Under: Retirement

How to Have a Purposeful Retirement, Part 1

April 15, 2020 By ESI 12 Comments

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...]

Filed Under: Books, Retirement

The Top Five Money Secrets of the Happiest Retirees, Part 3

April 10, 2020 By ESI 8 Comments

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...]

Filed Under: Books, Retirement

The Top Five Money Secrets of the Happiest Retirees, Part 2

April 8, 2020 By ESI 20 Comments

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...]

Filed Under: Books, Retirement

Our Trip to a Retirement Workshop, Part 3

April 4, 2020 By ESI 27 Comments

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...]

Filed Under: Retirement

Our Trip to a Retirement Workshop, Part 2

April 3, 2020 By ESI 56 Comments

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...]

Filed Under: Retirement

Our Trip to a Retirement Workshop, Part 1

April 1, 2020 By ESI 24 Comments

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...]

Filed Under: Retirement

The Top Five Money Secrets of the Happiest Retirees, Part 1

March 21, 2020 By ESI 8 Comments

So far we've covered what makes retirees happy and what makes them unhappy from the book You Can Retire Sooner Than You Think. Today we get into the heart of the book's promise in its subtitle: The 5 Money Secrets of the Happiest Retirees. I'll share the five secrets as well as dive into the first secret in this post. In future articles I'll dig into the other four … [Read more...]

Filed Under: Books, Retirement

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