Lifestyle

In Search of Community

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community

This is the first in a series chronicling our move into an active adult community. Retirement in Arizona has been great with one exception – finding community. We’ve looked to our neighborhood, to volunteering and to various interest groups. But for many reasons, we’ve struck out.  According to Albert Einstein: The definition of insanity is […]

Podcasts

RH 029 Benefits of Exercise and Bell’s Oberon

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Show Notes Retirement Segment If you stop exercising, it is very difficult to work yourself back to where you were. The benefits of exercise include lowering stress levels, better health, longer life, weight control, lower risk of heart disease and diabetes and lower risk of mental decline. Bill enjoys mountain biking and hiking which he […]

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 […]