I imagine we all have a few favorite writers. Sahil Bloom is one of mine. If you’re not aware of Sahil, you should be. He’s an excellent writer, and over […]
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Category: Retirement
Our 2026 RV Adventure
It’s that time of year again. In 10 days, we’ll be pulling out of our driveway for a month-long RV adventure through the Midwest, visiting State Parks and family along […]
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Living Off Your Acorns – A Book Review
There’s a new retirement book that’s worthy of your attention, and it’s being released TODAY. I received an advance copy of Dana Anspach’s new book, “Living Off Your Acorns – […]
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How I Became A 401(k) Millionaire
There’s a story behind this story, but I’m going to save “That Story” until the PS at the end (don’t miss it, it’s golden). With that disclaimer, let’s get started. […]
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My Trifecta Theory: A Simple Budgeting Strategy For Every Phase in Your Life
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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Your 12 Good Years
On rare occasions, I read something so powerful I have to share it here. Today is one such occasion. Dan Haylett is one of my favorite writers, and a heckuva […]
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60/40 vs. Buckets During The Lost Decade
Earlier this month, my article The 60/40 Portfolio vs. The Bucket Strategy compared the two approaches since my retirement and generated a LOT of discussion. The Bucket Strategy outperformed by $241k, […]
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Do You Really Need a Trust? And Other Estate Planning Questions Retirees Ask Most
In the comments on my last post, several readers asked thoughtful questions about family trusts, second marriages, and protecting assets in the event of cognitive decline. A few readers even […]
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The 60/40 Portfolio vs. The Bucket Strategy
When I retired in 2018, I implemented the Bucket Strategy. What would have happened if I had used the 60/40 Portfolio instead? I decided to find out. For today’s post, […]
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How To Refill Your Buckets in Retirement
In January, I was honored to speak about The Bucket Strategy at a CampFI event in Florida. Today, I’ll be sharing a portion of my presentation on “How To Refill […]
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