Just Reporting Back Regarding My Retirement
(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...
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...
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...
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...
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...
Two Retirement Books You Must Read – NOW
I Think A LOT About The Future of Retirement I imagine you do the same. Unfortunately for me, and maybe not for you, I was blessed(cursed) with a contrarian gene at inception. Not sure why but I've always had a need to try to poke holes in prevailing conventional...
Federal Employee Group Life Insurance (FEGLI) Explained
By: Chris Barfield (Another great article from Chris Barfield over at BarfieldFinancial.com. I HIGHLY suggest you subscribe to his newsletter.) Everyone is looking for something they can do to make a big impact in their personal finances. This article is one of...
Get Chris Barfield’s “The Barbell Strategy” Book For Free!
"As a follow up to my original newsletter on the Barbell Strategy, this is a more detailed guide, free to download at the link below. I hope it answers a lot of the questions I get regarding it. Please consult a professional before deciding upon a strategy to...
The Diamond Princess From a Japanese Perspective
I posted this video a few days ago, "The Diamond Princess 14 Months Later", and received this correspondence from an American who lived in Japan for 15+ years, speaks Japanese well, and still regularly follows Japanese language news reports, both print and...