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How to Retire Inspired, Part 1

March 6, 2020 By ESI 12 Comments

I just finished reading Retire Inspired and I loved it! It's written by Chris Hogan, a Dave Ramsey Personality (yes, Dave Ramsey has "Personalities" who speak with the backing of his organization -- here's the list of them if you're interested.) Instead of doing a more traditional book review (which I generally hate), I thought I'd list ten things about the book that I … [Read more...]

Filed Under: Books, Retirement

How to Avoid an Unhappy Retirement

March 4, 2020 By ESI 17 Comments

Now that I've shared How to Have a Happy Retirement from the great retirement book You Can Retire Sooner Than You Think, it's time to look at the other side of the equation -- what makes people unhappy in retirement. The book shares a whole host of facts from a comprehensive survey they completed, some of which were mentioned last time (as a contrast to what happy retirees … [Read more...]

Filed Under: Books, Retirement

2019 Financial Year in Review and 2020 Forecast

February 28, 2020 By ESI 18 Comments

As I've done every year on this site, I want to review my past year's financial results as well as make a forecast for the year to come. FYI, I'm writing this at the beginning of January even though it won't post for a couple months. As such, the numbers I'll be sharing aren't final yet (I'll sort through the official ones when I do my taxes). These have not been … [Read more...]

Filed Under: Cash Flow, Net Worth, Retirement

How to Have a Happy Retirement

February 26, 2020 By ESI 18 Comments

A couple months ago an ESI Money reader sent me an email asking if I had ever read the book You Can Retire Sooner Than You Think. I said I hadn't but it looked interesting. A few days later I tracked down the publisher and asked to receive a review copy. They sent me one and I read it over two days while watching the NFL divisional playoff games (yes, I still … [Read more...]

Filed Under: Books, Retirement

How to Create a Great Retirement

February 21, 2020 By ESI 3 Comments

When we attended our first retirement planning seminar, the presenter recommended the book What Color Is Your Parachute? for Retirement as a great book to plan an awesome retirement. Obviously, I couldn't let a comment like that pass me by, so I got a copy and started to read. I'm so glad I did! Today I'll take you through the book's main messages and share some of my … [Read more...]

Filed Under: Books, Retirement

Why is Inflation the Single Biggest Retirement Threat?

February 7, 2020 By ESI 21 Comments

My top-recommended retirement book is How Much Money Do I Need to Retire?. It's written by my friend, Todd Tresidder, who blogs at Financial Mentor, and it's simply excellent! In fact, it's good enough to make my list of the only five money books anyone needs to read as well as be one of the 12 books that can make you a financial expert in a year.  The book was … [Read more...]

Filed Under: Books, Retirement

Retirement Update: 3.5 Years

February 5, 2020 By ESI 20 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 I spent a lot of time with my … [Read more...]

Filed Under: About, Retirement

How I Lost Five Years of Early Retirement by Not Having a Plan

February 1, 2020 By ESI 14 Comments

Here's another one of those "mistakes I made" posts that I like to do every once in a while. It has the added benefit of being a New Years resolution sort of post, which I simply love. :) Doing "mistakes posts" helps me (and ESI Money readers) remember that I'm not always the perfect money manager that this site often seems to make me out to be. In addition, it shows … [Read more...]

Filed Under: Retirement

Our Meeting with Two Financial Planners

January 31, 2020 By ESI 66 Comments

As noted in My Third Experience at a Direct Mail Retirement Seminar, my wife and I accepted an invitation to meet with Dustin (financial planner) and Gregg (Chief Investment Officer) from Accelerated Wealth. They had done an impressive enough job at the presentation to convince us it was worth an hour, plus I had a few questions I wanted to run by them, so why not? In … [Read more...]

Filed Under: About, Retirement

My Third Experience at a Direct Mail Retirement Seminar

January 25, 2020 By ESI 22 Comments

I know, I know. I'm starting to get hooked on these things! Ha! In case you haven't been following along, I've written about the first and second direct mail retirement seminars my wife and I have attended. After the second one, I didn't know if we'd go to another one, but turns out we did! I'm glad we did since this was a good one for a few different reasons. But … [Read more...]

Filed Under: About, Retirement

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