Retiring With Enough

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Last weekend I attended a finance conference. Was I there with a herd of people, or a Tribe?

My thoughts on the weekend.

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If money is not a major consideration, then the “Why” of what someone does in retirement becomes much more important. 

I want to answer the question of “Why” because the answers will hopefully provide listeners with a basis for consideration. 

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When choosing a short-term cash vehicle (money you’ll likely need within the next few months to a few years), the goal is usually to preserve principal while earning a reasonable return. 

The importance of each factor depends on whether the money is for an emergency fund, a planned purchase, or simply money waiting to be invested.

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If a person thinks of themselves as a castle, their ego is the wide moat surrounding the castle. A moat was designed to protect and defend the castle against attacks. Having an “inflated ego” is not good, but even a “healthy ego” can become the moat around a person, preventing “change” from entering.

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It’s been a little over one year since I placed some of my assets with a financial advisor. One year, already!!!! A one-year review of my portfolio and its performance was promised. So, here’s an update on my portfolio and a one-year review. 

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Join me for the 4th Birthday celebration of the Retiring With Enough podcast.

In this podcast I list and discuss the five most listened to podcasts from Retiring With Enough during the last four years.

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“Learning without reflection is a waste. Reflection without learning is dangerous.” – Confucius

It’s the day after the night before, and I’m sitting quietly on my front porch. Join me as I reflect on our 50th Wedding Anniversary Celebration.

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Successful investors use different strategies, but the best ones tend to share a common set of traits. This podcast outlines the ones that matter most.

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“I can’t promise that we’ll ever be rich, and I can’t promise that we’ll ever be famous. I can promise that if you marry me, you’ll live an interesting life”. 

It’s been 50 years, and I think I’ve delivered on my promise. 

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There are many things in life over which we have little or no control. Normally, these events have little long-term effect on our lives or finances. The biggest financial problems are self-inflicted. We are our biggest problem! After a lifetime of toiling and saving, don’t let a self-inflicted wound destroy your financial life. 

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