Prepare to Live to 120 Says Ric Edelman. Really???
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 the...
Refinancing a Reverse Mortgage to Increase Emergency Funds
(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...
How Mark & Jane Retired at 58 And Got Health Insurance
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...
I Did It! I Quit My Crappy, Old Job!
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...
Generational Wealth, It Only Gets Better
By: Marie from PA If you believe the financial media they would lead you to believe that you need millions and millions of dollars for retirement. Let’s look back on my prior two generations and see how they did it. My grandparents were married for more than 50 years...