ESI Money

Three Simple Steps to Wealth

Moving to a New Location in Retirement

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Today I'm going to share more thoughts from The Wall Street Journal Complete Retirement Guidebook. In case you missed the first two posts in this series, check out Basics of Retirement Planning and Working or Volunteering in the New Retirement. This post will address the book's thoughts on where to live in retirement. I'll share their take and then add my … [Read more...]

Retirement Interview 38

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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 July. My questions are in bold italics and their responses follow in black. Let's get started... GENERAL … [Read more...]

IGE: An Alternative to ISE

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This is part two of my quest to spend more in retirement to be happy. In case you missed it, part one was Our Search for Happy Retirement Spending. You should read that post before this one as it sets the stage for what happens here. As a reminder, I ended the last post with the following: Now remember, these two, seemingly different, things were happening at the same … [Read more...]

Our Search for Happy Retirement Spending

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It all started with me considering how I could invest, spend, and enjoy (ISE) the rest of my life. Those of us in the Millionaire Money Mentors (MMM) forums have been talking about ISE and spending (versus saving) in retirement almost since the day the forums launched. This is because it's an issue faced by many who have accumulated wealth. It's common that people who are … [Read more...]

Working or Volunteering in the New Retirement

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Today I'm going to share more thoughts from The Wall Street Journal Complete Retirement Guidebook. In case you missed the first post in this series, check out Basics of Retirement Planning. Last time I told you that the book had an eighth question people should ask about retirement that it added to the seven suggested by Ronald Manheimer, executive director of the Center … [Read more...]

Basics of Retirement Planning

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Sometimes great things come in old packages. That is certainly true of a retirement book I read recently titled The Wall Street Journal Complete Retirement Guidebook. It was written in 2007, which seems like a million years ago, but as I read it I found as much or more wisdom than I have in most of the other 50+ retirement books I've read in the past several years. So … [Read more...]

Retirement Update: 6.25 Years

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Well, it's that time again -- time for another retirement update where I share what it's like in the retired world of ESI! And there's some big news in this post! FYI, I did an update in August titled Retirement Update: 6 Years. If you missed that you may want to go there first to catch up. FWIW, this might be my last "official" retirement update for several months. … [Read more...]

Retirement Interview 37

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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 July. It's with Akaisha and Billy from Retire Early Lifestyle. My questions are in bold italics and their responses … [Read more...]

Retirement Interview 36, Part 2

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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 April and is part 2 of an extended post. You can find part 1 here. This post is a bit different as it includes thoughts … [Read more...]

Retirement Interview 36

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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 April. It's a bit long for one post, so I'm breaking it into two parts. This post is a bit different as it includes … [Read more...]