Finance

Non-financial Financial Literacy

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financial literacy

My wife and I are excited about an opportunity to help teach financial literacy to some university and high school students. Our first thought was how do we share our experience when it comes to the basics such as interest, compounding, taxes, credit, inflation and savings. Our second thought was that will probably bore them. […]

Finance

The Bucket Strategy

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the bucket stategy

The bucket strategy is an increasingly popular personal investment strategy especially with retirees. People like it because it is easy to comprehend and is intuitive. Watch my short presentation

Podcasts

RH 028 The 6 Stages of Retirement and Goose Island

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Show Notes Retirement Segment I’ve produced an article and video presentation on the 6 Stages of Retirement. It is the most popular subject I have ever produced. At the time of this posting, theYouTube video has over 8,300 views. The 6 Stages were developed in 1975 by Gerontology Professor Richard Atley. Pre-retirement Retirement Disenchantment Reorientation […]

Lifestyle

$pring Training 2019

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spring training

This is an update to a post that first appeared in March 2018. Finally our seasonal spring weather has arrived: sunshine; warm temperatures; longer days; more outdoor activities; wildflowers; the scent of citrus; and baseball. When it comes to baseball I see it as a metaphor for spring: the rebirth of another season when anything […]

Finance

Should You Carry an Umbrella?

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umbrella insurance

My wife recently took over the treasurer duties of her volunteer group. To complete the transition, she needed to meet with an outgoing board member at a near-by bank. Unfortunately, the outgoing board member did not show up as expected. Less than a block away she was in an accident where she allegedly hit a […]