He called it a “cheap gimmick,” so I challenged him to a duel. Strap in, folks, we’ve got a doozie today… It’s always good when two people with strong opinions […]
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Tag: investments
Saying Goodbye To The 401(k)
She’s been a part of my life for 38 years, but the time has come to say goodbye. With a dedicated line on my Net Worth statement since 1985, it’s […]
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How Real People Manage Their Money In Retirement
Managing a personal portfolio is always a challenge. It’s something we typically do alone (or with an advisor) and we seldom get insight into how others manage their money in […]
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Revisiting Our Drawdown Strategy After 3 Years of Retirement
A year before I retired, I wrote Our Retirement Investment Drawdown Strategy as our plan for how we were going to manage the transition from Accumulation Phase to Drawdown Stage […]
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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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My Evaluation of a Powerful New Retirement Tool: RISA
I recently discovered a new retirement tool, and it’s worth sharing with you. Today, my evaluation of “RISA”, a tool that can provide real value for your retirement planning. I […]
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Some Fascinating Retirement Statistics…
Call me a nerd, but I love studying retirement statistics (for the record, I prefer to consider myself curious). When something as dramatic as COVID comes along, it really makes […]
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Tax-Loss Harvesting (Making The Most Of Your Losses)
The markets have been hot for a while, and you’ve likely experienced some significant gains in your portfolio. What options do you have to minimize the taxes associated with those […]
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Your Bucket Strategy Questions, Answered!
Two of the most popular posts I’ve ever written are about The Bucket Strategy, and how we’re using it to fund our spending in retirement. But…you still have “Bucket Strategy […]
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Are We In A Stock Market Bubble?
“Are we in a stock market bubble?” I’ve heard a lot of people asking that question recently. I’ll provide my answer to that question in today’s post, but…it’s the wrong […]
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