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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Tag: Net Worth
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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How To Retire in 5 Simple Steps
If you’ve ever wondered How To Retire, today’s post is for you. A summary of the 5 most important steps you need to take as you’re considering retirement. While these […]
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A Real-Life Journey to Financial Freedom
Last month, I had an interesting email exchange with a reader. I’m pleased to introduce that reader to you today. “Tom” and his wife are on a successful journey to […]
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A Strategy For Buying Into A Bear Market
Buying into a bear market is a tricky thing, and the volatility we’ve experienced this year is enough to test anyone’s nerves. We don’t want to be market timers, but […]
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How To Manage The Bucket Strategy
The most popular post I’ve ever written was titled How To Build A Retirement Paycheck, which outlines the details of how we were setting up The Bucket Strategy for retirement. […]
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A Step-By-Step Guide For Your Annual Financial Update
Happy New Year!! For the past 28 years, I’ve conducted an annual financial update every January. While the topic may not be sexy, I believe it’s one of the most […]
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A Simple Guide To Targeted Asset Allocation
This post is important, and I urge you to read it in its entirety. I’ll introduce a simple step-by-step process you can conduct once a year to ensure that you […]
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The 5 Top Secrets To Retire Early
For those of you seeking the Top Secrets To Retire Early, today is your day. Below, I “bare all” in this overview of the 5 Top Secrets that allowed us to […]
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Unprepared For Retirement
Whether you like it or not. Whether you’re prepared or not. The reality is that someday, you will retire. Are you ready? Type “Unprepared For Retirement” into Google, and you’ll […]
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