Today we have a unique retirement book to review. I'm torn on it -- there are some things I like about the book and others I'm not so fond of. Refire! Don't Retire: Make the Rest of Your Life the Best of Your Life is basically about moving to a higher gear in retirement, a different theme from the "how to have a happy retirement" focus of most books. It's this … [Read more...]
My Online Retirement Seminar
I've been to several direct mail retirement seminars (here's the summary for the first, second, and third seminars) as well as a retirement workshop. All of these were used by financial planners to solicit new clients. I was aware of that when I went to them (of course) and expected that a "pitch" or "offer" of some sort would be made. But little did I suspect that … [Read more...]
Retirement Interview 25
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 June. My questions are in bold italics and her responses follow in black. Let's get started... GENERAL OVERVIEW How … [Read more...]
18 Traits of the Happiest Retirees
Over the past few weeks I've been sharing parts of the book You Can Retire Sooner Than You Think and giving my thoughts on it. It's a great retirement book that I highly recommend because it's helpful for almost anyone interested in retirement. Those who are 5-10 years before retirement can use it to fine-tune their plans while those farther out can use the book to design an … [Read more...]
Ten Tips to Make the Most from Your Retirement
The book What Will I Do All Day? ends with "10 take-aways that can help you get over retirement and on with living." I thought I'd share those today and give my thoughts on them. Let's get started... 1. Know your destination. Quote from the book: You shouldn’t decide on Wednesday to retire on Friday. Even if you could retire, you’re not ready until you know where … [Read more...]
Five Things I Miss About Work
Did anyone see this a while ago? It's an article about Sam at Financial Samurai. He's been retired for seven years (he retired at 34) and is supposedly looking to re-enter the workforce. Here's what I see as the key parts of the post: Due to his child’s education, a slumping economy, the cost of living in San Francisco and a general ennui with the retirement … [Read more...]
What Will You Do All Day in Retirement?
The most recent retirement book I've read asks a great question. The book is What Will I Do All Day? and has the sub-title of "Wisdom to Get You Over Retirement and on With Living!" I liked this book. It was a short, easy read and is full of questions and tasks designed to get the reader to think and take action on various parts of retirement. As I've done with other … [Read more...]
Do Roth Conversions Satisfy Required Minimum Distributions?
In Seven Steps to Creating Passive Income through Dividend Investing a couple readers got into a discussion. It began with this comment: I’m almost 75 and therefore taking annual RMD’s. One strategy I’m using is to transfer stocks, which are down by the largest percentage, from my regular IRA to my Roth IRA. This should allow them to now grow tax free and also satisfies my … [Read more...]
Retirement Update: 4 Years
There's some interesting and unique stuff in this post...don't skip through it or you might miss something. ;) Wow. Four years. I've been retired for four years now. In some ways, it seems like I left work yesterday. In others, it feels like I've been retired for a decade. Must be those retirement reverse dog years making me feel that way. ;) I can say that at this … [Read more...]
Retirement Interview 24
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 at the end of May. My questions are in bold italics and his responses follow in black. Let's get started... GENERAL … [Read more...]
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