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Margin of Safety Update

November 9, 2023 By ESI 9 Comments

Over six years ago I wrote Key to Early Retirement: Margin of Safety. I have referred to that post many times over the life of this site, and I thought it was time to share an update -- where we stand these days on our margins of safety. After all, things are a bit rocky in the market and economy and it's times like these when you may need your margins of safety (if for … [Read more...]

Filed Under: Retirement

Retirement Update: 7.25 Years

November 2, 2023 By ESI 21 Comments

Well, here we are – it’s time for another retirement update where I share what it's like in the retired world of ESI! My last official update was Retirement Update: 7 Years. You’ll want to read that one to catch up if you missed it. With that said, let's get started… Life Lots has happened over the course of three months. Here are the highlights of general “life” … [Read more...]

Filed Under: About, Retirement

Financial Seminars in The Villages, Part 3

October 26, 2023 By ESI 3 Comments

I am at the end (with this post) of a three-part series on financial seminars I’ve gone to in The Villages, Florida. Some of you are likely jumping for joy at that statement and others are crying their hearts out. LOL! These posts certainly seem to be either totally loved or totally hated! In case you missed either of the previous posts in this series, they are at … [Read more...]

Filed Under: Not Experts, Retirement

Financial Seminars in The Villages, Part 2

October 19, 2023 By ESI 8 Comments

Last time I started a three-part series on financial seminars I’ve gone to in The Villages, Florida. In case you missed that one, you can catch up by reading Financial Seminars in The Villages. Today I’ll just cover one event…and it’s a doozy! It’s the largest one of these I’ve ever been to…and probably the largest I’ll ever attend. Let’s get started… Villages … [Read more...]

Filed Under: Not Experts, Retirement

Financial Seminars in The Villages

October 12, 2023 By ESI 13 Comments

Those of you who have been reading ESI Money for some time know I have developed a problem. You see, I’m addicted to financial seminars. You know, the kind where you get an invitation to a swanky restaurant to hear someone talk about a financial topic so important that all your wealth may depend on what they say? At least that’s how they make it seem. In reality it’s a … [Read more...]

Filed Under: Not Experts, Retirement

Retirement Interview 52

October 5, 2023 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 June. My questions are in bold italics and their responses follow in black. Let's get started... GENERAL … [Read more...]

Filed Under: Interviews, Retirement

Retirement Interview 51

September 28, 2023 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 May. My questions are in bold italics and their responses follow in black. Let's get started... GENERAL OVERVIEW How … [Read more...]

Filed Under: Interviews, Retirement

Retirement Interview 50, Part 2

September 25, 2023 By ESI 11 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 September. This is part two of the interview. If you missed the first part, check out Retirement Interview 50 to catch up … [Read more...]

Filed Under: Interviews, Retirement

Retirement Interview 50

September 21, 2023 By ESI 15 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 September. This guy is long-winded so we’re going to split his interview up into two parts. Hopefully he doesn’t bore you … [Read more...]

Filed Under: Interviews, Retirement

Retirement Interview 49, Part 3

September 14, 2023 By ESI 11 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 May. Today is the final post in a three-part interview series that is simply amazing. In case you missed part 1 or 2, … [Read more...]

Filed Under: Interviews, Retirement

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