Here we are in January 2019 and I’ve been retired for five months. Time to reflect, take stock and consider 5 lessons from 5 months of retirement. Continue reading “5 lessons in 5 months of retirement”
Category: personal finance
Second ride in 2019 – looking ahead
Today I had my second ride in 2019 – looking ahead. I think I’d better explain the title before I ramble on too far. When I run and, to a certain extent cycle, I often get some really good ideas. So one of the effects of exercise is to get my brain working a little more. Continue reading “Second ride in 2019 – looking ahead”
Financial Advisors called requesting a meeting
Over time we have had quite a few conversations with our Independent Financial Advisors about how we are funding my retirement. We had been pretty sure where we were heading, then our Financial Advisors called requesting a meeting with the suggestion the previous advice was changing! Continue reading “Financial Advisors called requesting a meeting”
The 10 10 80 approach to money
In our own personal finance over the years, we have followed a sort of 10 10 80 approach to money. We found this worked well for us; only now do we discover how this is a method used more widely by others. Let me stress I am not advising anyone to follow this, although it might possibly be worth considering. Continue reading “The 10 10 80 approach to money”
Winning the Lottery is good, or not so good?
Plenty of folk have wondered whether winning the Lottery is good, or not so good. I too have wondered about this over the years as there are strong arguments on both sides. Continue reading “Winning the Lottery is good, or not so good?”
Talking money and marriage
Here we are as a family, walking along the beautiful Newborough Beach on Anglesey, North Wales. Lately Rachel and I have been reflecting over how we operate with our money and how we have managed 22 years without any disagreements over our finances. We have pondered this, wondering how we have managed to get this mostly right all this time. Here’s a few thoughts…. Continue reading “Talking money and marriage”
Tale of the monkey puzzle investment
The tale of the Monkey Puzzle investment. In our front garden we have a Money Puzzle tree. We think it is about 40 years old and about 20 feet tall. We love it! The tree is quite a feature in our front garden and when we give someone directions to our house, we often say “look out for the monkey puzzle tree on the left”. Continue reading “Tale of the monkey puzzle investment”