When I was younger, I had a simple budgeting strategy for making decisions. I called it my trifecta theory. If something checked three boxes… Financially smart, Personally beneficial, and Efficient […]
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Category: Budget
How Much Time I Spend Managing Our Money
In the 5 years before I retired, I spent a lot of time managing our money as I prepared our portfolio for the transition from the “Accumulation Phase” to the […]
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How To Get Health Insurance in Retirement (AKA: What we did when our COBRA expired…)
I’ve been negligent. Let me explain… My negligence has not been in ensuring my wife and I were covered, but rather in keeping you abreast of our final decision for […]
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10 Steps to Make Sure You Have Enough Money to Retire
One of the biggest worries folks have as they approach retirement is whether or not that they have enough money to retire. Since the goal of this blog is to […]
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200 Years Of Safe Withdrawal Rates In One Cool Chart
Today’s post is a fascinating one, and I promise you’ll learn something from it. I certainly did. 200 years of Safe Withdrawal Rates in one chart!? Is that interesting, or […]
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Why We’re Taking On Debt To Move From Good To Great
555 Days ago, we sold our “big house” in The City and moved to our retirement cabin in the mountains. As soon as the proceeds from the sale of the […]
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Our Retirement Investment Drawdown Strategy
A Retirement Investment Drawdown Strategy is a key element in retirement planning. The strategy used in the “Withdrawal” phase is fundamentally different than the “Accumulation” phase, and it’s important to […]
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The 4 Keys To Building Wealth
The 4 Keys To Building Financial Wealth I don’t know where I first heard the quote shown above, but I’ve cited it many times over the past 30 years. […]
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Obamacare Is Falling Apart…
“Obamacare Is Falling Apart…..And What It Means For Your Retirement”. Today’s post will focus on what’s really been happening since Obamacare became the law of the land, and what it […]
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Five Reasons Why It’s Great To Be Debt Free
Five Reasons Why It’s Great To Be Debt Free: (But first….The story behind the story): A month or so ago, I became friends with “Mr. & Mrs. Groovy” (who happen […]
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