My friends at Apex Money recently shared an article that made me think. The article was from the Harvard Business Review and highlighted 7 Hidden Traps of Retirement, which the writers discovered during interviews with “dozens of highly respected former chief executives.” As I read the article,...
After years of saving during your working years, what changes should you make to prepare your finances for retirement? When your paycheck stops, you’ll depend on your portfolio to fund your living expenses. It’s a scary shift in the way you use your money. Moving from the “Accumulation...
None of us want to die. All of us will. In preparation for that inevitability, I write an annual “Love Letter” to my wife. In the event of my passing, my wife will know exactly what needs to be done. I’ve never written in detail about my love letter...
I’ve always loved charts. Done well, they offer a great opportunity to learn a lot in a short amount of time. If you’re a chart-lover like me, you’re going to love today’s post, which highlights some of the best retirement charts I’m aware of. Today, I’m sharing the...
Somewhere along the zig-zag of my working years, the idea of marketing ones’ self to create your personal brand and get ahead in the workplace arose on the business how-to horizon. Dubbed ‘You, Inc.’ the concept hinged on the entrepreneurial notion that we are a...
When you think of “Wealth,” what comes to mind? If you’re like most people, your first thought is of financial wealth. Money, houses, possessions, “stuff.” If that was your first thought, today’s post is for you. Yes, Financial Wealth is one of the five types of wealth. And...
As the one year anniversary of Martin’s death approaches, my heart weighs heavy with sorrow. It’s been a strange year, one of deep persistent sadness coupled with immutable joy. I’ve learned that sadness and joy are not mutually exclusive. They are but two different emotions...
I officially retired 6 years ago, on July 5, 2018. Before I retired, I was curious about what life would REALLY be like in retirement. Now…I know. I started The Retirement Reality Series to share my journey and lessons from retirement. The series has provided a window into...
When I posted about the start of construction on my house, some of you expressed an interest in updates. So, here is the first update on the progress. It’s taken all of two months to complete the permit process, excavation and foundation. That seems like...
It’s hard to spend money in retirement. I get it. I’ve been there. That paycheck has stopped, inflation is rampant, and you’re afraid your money may run out before you die. Scary stuff, indeed. Today, we’re asking a challenging question. Is being “scared to spend” a valid fear? I’m also...