I've recently been to two retirement planning seminars (one I've already posted about in My Experience at a Direct Mail Retirement Seminar and the second coming soon). After thinking about what the events offered and how financial advisors use these seminars to solicit new customers, I think I have a great idea for planners looking to court the soon-to-retire crowd. That … [Read more...]

When I wrote My Experience at a Direct Mail Retirement Seminar I promised that I would do a separate post on the main presentation they gave us at the seminar. This is that post. In between arriving at the event and the Q & A at the end, the majority of our meeting time was a presentation titled "Retire on Purpose." Basically it's a summary of what you need to … [Read more...]

Have you ever received a solicitation in the mail to attend a "retirement seminar"? We get them ALL THE TIME! They look like the sleaziest things you can imagine (if you read between the lines) -- post cards offering a free meal at a local restaurant in exchange for hearing a presentation about a given retirement topic. Most of them look like they are trying to sell … [Read more...]

I've mentioned work stress quite a few times on ESI Money. Most recently in Ten Things I Didn’t Expect in Early Retirement, item #9 detailed how stress has departed my life since retirement. It has virtually vanished for me over the past few years -- something I am very thankful for. While working, I didn't realize what an impact work stress had on me. Sure, I knew … [Read more...]

You know I am a big fan of retirement. There's just not enough great things I can say about it. ;) But I'm pretty average when it comes to retirement activities -- I travel a bit, get lots of exercise, and run a blog on the side. Fairly average in my book. On the other hand, there are some people doing some amazing things in retirement. They have stepped it up big time in … [Read more...]