by Josh Scandlen | Oct 14, 2021 | Blog Post, Retirement Planning
(A client sends this in and with his permission I am sharing it here) I feel so free! It’s like my life is now my own! I am so grateful to you for the two zoom meetings regarding my retirement finances as well as your videos on youtube that I watch... by Josh Scandlen | Oct 8, 2021 | Blog Post, Social Security
Ric Edelman is one of the good guys in financial planning/investment management. He comes across a bit arrogant in some regards, but that doesn’t bother me so much given what he has done for average Americans in their financial planning. However, Ric has drank... by Josh Scandlen | Sep 26, 2021 | Reverse Mortgages
(From an email I received, published with permission) Two years ago, you tweaked my interest in Reverse Mortgages. I carried a conventional mortgage into retirement with a $175,000 balance. I could make retirement work, but I didn’t like the (lack of) robustness of... by Josh Scandlen | Jul 29, 2021 | Blog Post, health care
Hey Josh, We had our meeting in May where we discussed our financial plan. One of the last things we discussed was health insurance (not something that I had planned on asking about but you brought it up). My wife, Jane, was on COBRA after retiring from her job... by Josh Scandlen | Jul 24, 2021 | Uncategorized
I did it!!! I gave my COJ my 2 week notice that I will be retiring and it’s all thanks to you and the great info your spread on your YouTube channel. I will turn 61 in August. My expenses, including ACA health insurance, will be about $3000-3500/month. I have a...