An old man is knocking at my door. At some point, he’ll find a way to get in. Once he enters, I know he’ll be here to stay. Until then, […]
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Tag: retirement planning
Building Our Pre-Retirement Manifesto
Here I am again, in Beaver Creek, CO — the place where, two years ago, I first connected emotionally with the idea of retirement, and where the concepts for my […]
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The Best Retirement Advice Ever
A few months ago, I started sharing the best article I had read the month prior. Your support for this approach has been positive, so today I’m continuing with the […]
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Vanguard’s Security Audit – What I Learned When I Took It
I got an email yesterday, and I suspect all of you who use Vanguard received the same. It’s rare for me to write within one day of something happening, but […]
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How Bonds Work in Retirement Portfolios
Sometimes there’s a world of nuance hiding inside things we barely notice. Kind of like the Dr. Seuss book, Horton Hears a Who!, where Horton the Elephant discovers Whoville, an […]
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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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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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