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...]
Retirement Interview 23
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...]
Eight Great Learnings from You Can Retire Sooner Than You Think
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...]
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