The Fun Bucket – Overcoming the Frugality Mindset

Many, if not most, people on the path to Financial Independence (FI) ultimately adopt the frugality mindset to reach their FI goal.

During this time, the focus is on accumulating enough assets (or passive income) to have the option of not working for money to support your chosen lifestyle. At that point one has reached Financial Independence. Continue Reading →

Moving Forward After the Loss of a Spouse

During the month of March, I had the honor of being a featured guest on The Retirement Answer ManĀ® Show to discuss “Going from Two to One”. We explore the difficult topic of losing a spouse from both a non-financial and financial perspective. No matter how well we plan for life after early retirement, twists and turns are inevitable, however, losing a spouse and moving forward may be one of the biggest challenges of all. Continue Reading →