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Retirement Interview 24

July 24, 2020 By ESI 75 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 at the end of May. My questions are in bold italics and his responses follow in black. Let's get started... GENERAL … [Read more...]

Filed Under: Interviews, Retirement

Retirement Interview 23

June 29, 2020 By ESI 32 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 completed in mid-May. My questions are in bold italics and his responses follow in black. Let's get started... GENERAL … [Read more...]

Filed Under: Interviews, Retirement

Eight Great Learnings from You Can Retire Sooner Than You Think

June 26, 2020 By ESI 15 Comments

As we end our coverage of the book You Can Retire Sooner Than You Think, there are about a gazillion more pieces of wisdom I could share from it. We've already covered so much (and there's much more left in the book) but what follows are eight pieces of learning that didn't fit well into my other posts. And yet I had to share them, so here we are. And in addition to … [Read more...]

Filed Under: Books, Retirement

How to Retire Happy, Wild, and Free, Part 3

June 24, 2020 By ESI 9 Comments

I have already posted two articles (part 1 and part 2) with my thoughts on the book How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor. In those I shared portions of the book and added my commentary. Today we finish this series, focusing solely on the importance of interests/activities in retirement (which we started last … [Read more...]

Filed Under: Books, Retirement

How to Retire Happy, Wild, and Free, Part 2

June 19, 2020 By ESI 21 Comments

I have already shared part 1 of my thoughts on the book How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor. Today we continue with my review. As I've been doing with book reviews lately, I'll be sharing portions of the book and adding my commentary. Here we go... Retire Sooner Rather than Later I get asked frequently … [Read more...]

Filed Under: Books, Retirement

How to Retire Happy, Wild, and Free, Part 1

June 17, 2020 By ESI 21 Comments

The latest retirement book I've read is How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor. The author is a free spirit to say the least, similar to Vicki Robin who wrote Your Money or Your Life, which makes the book a fun and entertaining read. I'm probably the opposite of a free spirit (is there such a thing as an … [Read more...]

Filed Under: Books, Retirement

28 Ways to Create Extra, Passive Income

June 12, 2020 By ESI 19 Comments

Today we're finishing up some thoughts from Passive Income, Aggressive Retirement by Rachel Richards, which I think should have been titled "How to Become Financially Independent by Creating Multiple Streams of Passive Income". Haha! If you missed parts one and two about this book, check out Passive Income, Aggressive Retirement and Five Categories of Passive Income and How … [Read more...]

Filed Under: Books, Earn, Financial Independence, Retirement

Five Categories of Passive Income and How to Evaluate Them

June 10, 2020 By ESI 16 Comments

Today we're going to continue with some thoughts from Passive Income, Aggressive Retirement by Rachel Richards (which I highly recommend BTW). If you missed part one of my thoughts on this book, check out Passive Income, Aggressive Retirement. BTW, I think a better title for the book would be "How to Become Financially Independent by Creating Multiple Streams of Passive … [Read more...]

Filed Under: Books, Earn, Financial Independence, Retirement

Retirement Interview 22

June 5, 2020 By ESI 13 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. My questions are in bold italics and his responses follow in black. Let's get started... GENERAL OVERVIEW How old are you (and spouse if applicable, … [Read more...]

Filed Under: Interviews, Retirement

How to Invest for Retirement with Limited Assets and Avoid Sequence of Returns Risk

June 3, 2020 By ESI 18 Comments

In Our Meeting with Two Financial Planners there was an epic comment that I just couldn't let go to waste. I know that many people don't read the comments (I don't know why as there's often very valuable information in the comments but I know many don't read them because I often get questions emailed to me that have been answered in the comments). Off track a bit: if you … [Read more...]

Filed Under: Invest, Retirement

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