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Moving to a New Location in Retirement

December 21, 2022 By ESI 15 Comments

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...]

Filed Under: Books, Retirement

Retirement Interview 38

December 16, 2022 By ESI 27 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 in July. My questions are in bold italics and their responses follow in black. Let's get started... GENERAL … [Read more...]

Filed Under: Interviews, Retirement

IGE: An Alternative to ISE

December 9, 2022 By ESI 16 Comments

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...]

Filed Under: Giving, Retirement, Save

Our Search for Happy Retirement Spending

December 7, 2022 By ESI 25 Comments

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...]

Filed Under: Giving, Retirement, Save

Working or Volunteering in the New Retirement

December 2, 2022 By ESI 2 Comments

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...]

Filed Under: Books, Retirement

Basics of Retirement Planning

November 18, 2022 By ESI 1 Comment

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...]

Filed Under: Books, Retirement

Retirement Update: 6.25 Years

November 2, 2022 By ESI 22 Comments

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...]

Filed Under: Retirement

Retirement Interview 37

October 28, 2022 By ESI 30 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 in July. It's with Akaisha and Billy from Retire Early Lifestyle. My questions are in bold italics and their responses … [Read more...]

Filed Under: Interviews, Retirement

Retirement Interview 36, Part 2

September 7, 2022 By ESI 10 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 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...]

Filed Under: Interviews, Retirement

Retirement Interview 36

September 2, 2022 By ESI 12 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 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...]

Filed Under: Interviews, Retirement

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