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Retirement Interview 3

April 3, 2019 By ESI 31 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. There was no way to include every possible question in an interview like this, so if you're wondering about something that's not addressed, please leave … [Read more...]

Filed Under: Interviews, Retirement

Retirement Interview 2

March 29, 2019 By ESI 45 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. There was no way to include every possible question in an interview like this, so if you're wondering about something that's not addressed, please leave … [Read more...]

Filed Under: Interviews, Retirement

Retirement Interview 1

March 23, 2019 By ESI 60 Comments

Here’s our latest (first, really) 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. There was no way to include every possible question in an interview like this, so if you're wondering about something that's not addressed, … [Read more...]

Filed Under: Interviews, Retirement

Top Retirement Don’ts

March 22, 2019 By ESI 46 Comments

From the title you might expect this post to be full of "don't do this" and "don't do that" retirement advice. But this "don'ts" post is a bit different. It's not focused on the things you should avoid to get to retirement. Instead this post celebrates retirement greatness by listing the (annoying to terrible) things you don't have to do once you retire. It's my top … [Read more...]

Filed Under: Retirement

How to Get to a $50k Retirement

March 20, 2019 By ESI 28 Comments

Today I'm going to share some options for setting up a retirement requiring $50k in annual spending. I get a lot of questions like "How can I retire?", "What can an average person do to retire?", and so forth. This post should answer a lot of these. There are many ways to retire (of course) but I'll detail four of the most popular/likely options plus add some commentary … [Read more...]

Filed Under: Retirement

What to Do with Your Time in Early Retirement

March 16, 2019 By ESI 51 Comments

In my Black Friday Chat last fall one reader made the following comment: One of my biggest concerns about early retirement is lack of structure/purpose. It would be nice to see more questions targeting what people do to fill their days during early retirement. Not everyone is inherently disciplined or have a lot of activities outside of their professional lives. It would be … [Read more...]

Filed Under: Retirement

Defining Retirement

March 6, 2019 By ESI 9 Comments

Wow, we have had quite a run recently. It seems there's just one great money book after another these days! It started last fall with the release of The Next Millionaire Next Door I covered this book in several posts including: The Next Millionaire Next Door  The Characteristics of Successful Investors  Self-Reflection: A Critical Step Before … [Read more...]

Filed Under: Books, Retirement

2018 Financial Year in Review and 2019 Forecast

March 1, 2019 By ESI 29 Comments

I'm writing this at the end of January. By the time it posts I'll be well into tax season. Ugh. My investments and businesses have done well this year and I'll owe money even though I paid quarterly taxes. So I'm in no hurry to file. ;) While I'm slaving away getting details ready for my CPA, I wanted to give you an overview of how 2018 turned out financially. I'll … [Read more...]

Filed Under: About, Retirement

Retirement Interviews

February 15, 2019 By ESI 49 Comments

We already have two interview series at ESI Money: the very popular Millionaire Interviews and the loved-by-some-but-not-all ESI Scale Interviews (BTW, I haven't stopped doing the latter, just spacing them out a bit more.) I personally love both series because each offers a unique perspective. The millionaires teach us everything they did to become wealthy and I always seem … [Read more...]

Filed Under: Interviews, Retirement

Retirement Update: Two Years and Six Months

February 8, 2019 By ESI 43 Comments

It's been two and a half years since I retired! Where has the time gone? I'll tell you where it's gone -- into fun, relaxation, and enjoyment! LOL!!! For those of you who are sticklers, yes, it's actually been two years, six months, and five days. But who's counting? ;) Since my retirement day I've given an update every six months just to let everyone know how it's … [Read more...]

Filed Under: About, Retirement

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