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Retirement Planning

Why Am I Still Working?

I plan on retiring next December so this past weekend I sat down to look over my numbers. I was shocked at what I found out.         I currently bring home $890/wk after all deductions and taxes which is $46280/yr. Once I retire, I am thinking I’ll need about...

Jim and Pam’s Investing Plan For Retirement

It's Jim and Pam from cold (Northern State) here. We hope all is well with you and your family.  After speaking with you in late August, we both decided to retire in early October.  It's amazing how much less stressful life has become. It's great not...

I Was Making 6 Figures & I QUIT, at 58!

(From a regulard reader/viewer in California) Hi Josh, I quit my COJ on September 1 after 31 years at my 6 figure job + bonus. We live in California, I'm 58 and my husband is 61. We are paying $1,700 a month for cobra until the end of the year. The plan is to live off...

I Get Paid For This???

Be Like Jimmy! One of the benefits of my line of work is that I see, with my own very eyes, what works and what doesn't when it comes to retirement planning.  I've been doing this since 1998 and I've worked with THOUSANDS of people over the course of my career. It...

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...

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...

The Best Financial Planning Spreadsheets…Ever!

At Least 10 Times a Week... ...I receive emails asking to provide access to my crappy, Social Security spreadsheets.   The emails are so many I don't even respond anymore, which I feel guilty about. I also receive many other people's spreadsheets for me to...