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Are You “Paying Attention”: Part II

Good Morning Relaxing Retirement Subscriber, In light of the daunting lifelong task you face of managing your money to provide…

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Are You “Paying Attention”

Good Morning Relaxing Retirement Subscriber, One of the biggest challenges in anyone’s life is to go from working, receiving a…

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Are You “Paying Attention”

Good Morning Relaxing Retirement Member, One of the biggest challenges in anyone’s life is to go from working, receiving a…

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The Summer of 2018 Comes to an End

Posted September 3, 2018 With Labor Day weekend, our summer officially came to a close.  While our season is way…

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Do You Know What Day Monday Is?
(Hint: It’s Not Hump Day)

Good Morning Relaxing Retirement Subscriber, Do you know what day this coming Monday is? Does it have any significance for…

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Do You Know What Day Monday Is?
(Hint: It’s Not Hump Day)

Good Morning Relaxing Retirement Member, Do you know what day this coming Monday is? Does it have any significance for…

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How To Shop for Long Term Care Insurance

Good Morning Relaxing Retirement Subscriber, As I mentioned in last week’s edition, I continue to receive questions from members who…

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How To Shop for Long Term Care Insurance

Good Morning Relaxing Retirement Member, As I mentioned in last week’s edition, I continue to receive questions from members who…

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How Will You Pay?

Good Morning Relaxing Retirement Subscriber, “Don’t let a nursing home take your home and your life savings if you become…

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How Will You Pay?

Good Morning Relaxing Retirement Member, “Don’t let a nursing home take your home and your life savings if you become…

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Part II: Playing The Odds at Every Turn

Good Morning Relaxing Retirement Subscriber, Last week, I walked you through a spirited conversation we had with a friend over…

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Part II: Playing The Odds at Every Turn

Good Morning Relaxing Retirement Member, Last week, I walked you through a spirited conversation we had with a friend over…

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Playing The Odds at Every Turn (with Updated Statistics)

Several years ago, I shared a “spirited” conversation we had with friends over dinner about health which led to some…

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Playing The Odds at Every Turn
(with Updated Statistics)

Good Morning Relaxing Retirement Subscriber, Several years ago, I shared a “spirited” conversation we had with friends over dinner about health which…

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Playing The Odds at Every Turn
(with Updated Statistics)

Good Morning Relaxing Retirement Member, Several years ago, I shared a “spirited” conversation we had with friends over dinner about health which…

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Is Dental Insurance Worth it?

Good Morning Relaxing Retirement Subscriber, While assisting new Relaxing Retirement members with their transition to retirement this past month, we…

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Is Dental Insurance Worth it?

Good Morning Relaxing Retirement Member, While assisting new Relaxing Retirement members with their transition to retirement this past month, we…

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Part II:
Does This Sound Like Anyone You Know?

Good Morning Relaxing Retirement Subscriber, In the last edition of The Retirement Coach Strategy of the Week: Does This Sound…

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Part II:
Does This Sound Like Anyone You Know?

Good Morning Relaxing Retirement Member, In the last edition of The Retirement Coach Strategy of the Week: Does This Sound…

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Does This Sound Like Anyone You Know?

Good Morning Relaxing Retirement Subscriber, Imagine for a moment that you’re having a conversation over dinner last Friday night with…

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Does This Sound Like Anyone You Know?

Good Morning Relaxing Retirement Member, Imagine for a moment that you’re having a conversation over dinner last Friday night with…

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Does This Sound Like Anyone You Know?

Imagine for a moment that you’re having a conversation over dinner last Friday night with your brother and his wife. …

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Do You Qualify for a
Homeowner’s Insurance Premium Refund?

Good Morning Relaxing Retirement Subscriber, A few years back, one of our long time Relaxing Retirement members, Bob Mitchell, relayed…

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Do You Qualify for a
Homeowner’s Insurance Premium Refund?

Good Morning Relaxing Retirement Member, A few years back, one of our long time Relaxing Retirement members, Bob Mitchell, relayed…

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Buying vs. Leasing Your Next New Car

Good Morning Relaxing Retirement Subscriber, After multiple car buying discussions with Relaxing Retirement members over the last month, I shared…

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Buying vs. Leasing Your Next New Car

Good Morning Relaxing Retirement Member, After multiple car buying discussions with Relaxing Retirement members over the last month, I shared…

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How To Buy Your Next Car

Good Morning Relaxing Retirement Subscriber, It’s that time of year again! I’ve had multiple car buying discussions with Relaxing Retirement…

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How To Buy Your Next Car

Good Morning Relaxing Retirement Member, It’s that time of year again! I’ve had multiple car buying discussions with Relaxing Retirement…

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Don’t Let Your Kids Lose 40+% of Your IRA

A year rarely passes without me hearing another horror story in financial circles about families losing half of their parents’…

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The Two Steps Your Kids Must Take
to Avoid Losing 40+% of Your IRA

Good Morning Relaxing Retirement Subscriber, Last week, we talked about the horrific tax consequences your kids will face if they…

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The Two Steps Your Kids Must Take
to Avoid Losing 40+% of Your IRA

Good Morning Relaxing Retirement Member, Last week, we talked about the horrific tax consequences your kids will face if they…

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Don’t Let Your Kids Lose
40+% of Your IRA

Good Morning Relaxing Retirement Subscriber, A year rarely passes without me hearing another horror story in financial circles about families…

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Don’t Let Your Kids Lose
40+% of Your IRA

Good Morning Relaxing Retirement Member, A year rarely passes without me hearing another horror story in financial circles about families…

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Clearing Up All Gift Tax Questions

Good Morning Relaxing Retirement Subscriber, There are two roadblocks that I see members confront before they are comfortable and confident…

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Clearing Up All Gift Tax Questions

Good Morning Relaxing Retirement Member, There are two roadblocks that I see members confront before they are comfortable and confident…

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Does Your Family Know What You Want
Them To Do When You’re No Longer Here?

Good Morning Relaxing Retirement Subscriber, The terminal illness of a current Relaxing Retirement member, and a conversation I just had…

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Does Your Family Know What You Want
Them To Do When You’re No Longer Here?

Good Morning Relaxing Retirement Member, The terminal illness of a current Relaxing Retirement member, and a conversation I just had…

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The Stock Market is Having its Worst
Second Quarter Since the Great Depression

Good Morning Relaxing Retirement Subscriber, Did that headline get your attention? I’m sure it did.  I’m sure it also rattled…

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The Stock Market is Having its Worst
Second Quarter Since the Great Depression

Good Morning Relaxing Retirement Member, Did that headline get your attention? I’m sure it did.  I’m sure it also rattled…

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The Stock Market is Having its Worst Second Quarter Since the Great Depression

Did that headline get your attention? I’m sure it did. I’m sure it also rattled a lot of un-suspecting Bloomberg,…

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Before You Help Your Grown Children

Good Morning Relaxing Retirement Subscriber, One of the most difficult challenges I have seen some of our Relaxing Retirement members…

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Before You Help Your Grown Children

Good Morning Relaxing Retirement Member, One of the most difficult challenges I have seen some of our Relaxing Retirement members…

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Helping Your Grandchildren Pay for College

Good Morning Relaxing Retirement Subscriber, In addition to answering your two biggest questions, i.e. “Do we have enough built up…

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Helping Your Grandchildren Pay for College

Good Morning Relaxing Retirement Member, In addition to answering your two biggest questions, i.e. “Do we have enough built up…

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Rebalancing Rules in Retirement

Good Morning Relaxing Retirement Subscriber, As we illustrated and emphasized last week, after you have strategically allocated your Retirement Bucket™…

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Rebalancing Rules in Retirement

Good Morning Relaxing Retirement Member, As we illustrated and emphasized last week, after you have strategically allocated your Retirement Bucket™…

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You Can’t Leave It Up To How You Feel

Good Morning Relaxing Retirement Subscriber, You’ve built your foundation and you’re now there! You’ve determined just how dependent you are…

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You Can’t Leave It Up To How You Feel

Good Morning Relaxing Retirement Member, You’ve built your foundation and you’re now there! You’ve determined just how dependent you are…

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How to “Stomach” Market Volatility

Good Morning Relaxing Retirement Subscriber, During one of those days in February when market prices fell 3 to 4%, or…

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How to “Stomach” Market Volatility

Good Morning Relaxing Retirement Member, During one of those days in February when market prices fell 3 to 4%, or…

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How to “Stomach”
Market Volatility

During one of those days in February when market prices fell 3 to 4%, or over “1,000 points” as our…

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Compensated Risk Factors

Good Morning Relaxing Retirement Subscriber, Over the last couple of weeks, we’ve been discussing the factors that go into the…

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Compensated Risk Factors

Good Morning Relaxing Retirement Member, Over the last couple of weeks, we’ve been discussing the factors that go into the…

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Where?

Good Morning Relaxing Retirement Suscriber, Last week, we discussed the one binary question you face which will have the greatest…

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Where?

Good Morning Relaxing Retirement Member, Last week, we discussed the one binary question you face which will have the greatest…

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Risk and Return

Good Morning Relaxing Retirement Subscriber, When your spending needs are supported by the income you earn from work, you can…

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Risk and Return

Good Morning Relaxing Retirement Member, When your spending needs are supported by the income you earn from work, you can…

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BEWARE:
“Retire Reassured”

Did you see this headline last week? On Tuesday, February 27th, in big bold RED letters above The Wall Street…

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BEWARE: “Retire Reassured”

Good Morning Relaxing Retirement Subscriber, Did you see this headline last week? On Tuesday, February 27th, in big bold RED…

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BEWARE: “Retire Reassured”

Good Morning Relaxing Retirement Member, Did you see this headline last week? On Tuesday, February 27th, in big bold RED…

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Keep a Short-Term Cushion

Good Morning Relaxing Retirement Member, If you’ve been reading all of my recent issues of The Strategy of the Week…

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Keep a Short-Term Cushion

Good Morning Relaxing Retirement Member, If you’ve been reading all of my recent issues of The Strategy of the Week…

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What “Real” Rate Do You Need?

Good Morning Relaxing Retirement Subscriber, As we began discussing last week, would you take a new potent drug because it’s…

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What “Real” Rate Do You Need?

Good Morning Relaxing Retirement Member, As we began discussing last week, would you take a new potent drug because it’s…

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Market Corrections and Time

Most Americans walk proudly and carefree when market prices are climbing. Risk becomes irrelevant. Strategic asset allocation looks boring, and…

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WARNING: Don’t Invest
Until You Know This First

Good Morning Relaxing Retirement Subscriber, You’re making great progress… Over the last few weeks, I’ve exposed you to the first…

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WARNING: Don’t Invest
Until You Know This First

Good Morning Relaxing Retirement Member, You’re making great progress… Over the last few weeks, I’ve exposed you to the first…

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The Relaxing Retirement Coach Blog

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Market Corrections and Time

Good Morning Relaxing Retirement Subscriber, Most Americans walk proudly and carefree when market prices are climbing. Risk becomes irrelevant.  Strategic…

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Market Corrections and Time

Good Morning Relaxing Retirement Member, Most Americans walk proudly and carefree when market prices are climbing. Risk becomes irrelevant.  Strategic…

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Why Do You Invest?

Good Morning Relaxing Retirement Subscriber, Have you ever stopped to think about why you invest your hard-earned money and put…

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Why Do You Invest?

Good Morning Relaxing Retirement Member, Have you ever stopped to think about why you invest your hard-earned money and put…

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Step II

Good Morning Relaxing Retirement Subscriber, In last week’s Strategy, we talked about your level of Retirement Bucket™ Dependence, and the…

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Step II

Good Morning Relaxing Retirement Member, In last week’s Strategy, we talked about your level of Retirement Bucket™ Dependence, and the…

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Just How Dependent Are You?

Good Morning Relaxing Retirement Subscriber, As we discussed over the last two weeks, my strongest recommendation, as we begin this…

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Just How Dependent Are You?

Good Morning Relaxing Retirement Member, As we discussed over the last two weeks, my strongest recommendation, as we begin this…

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What Everyone Wants to Know

Good Morning Relaxing Retirement Subscriber, When we meet with an individual or couple for the first time, there are two…

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What Everyone Wants to Know

Good Morning Relaxing Retirement Member, When we meet with an individual or couple for the first time, there are two…

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We Begin 2018 With That Word Again

While shooting baskets at the gym with my son Michael down in Chatham last weekend, I observed him do something…

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We Begin 2018 With That Word Again

Good Morning Relaxing Retirement Subscriber, While shooting baskets at the gym with my son Michael down in Chatham last weekend,…

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We Begin 2018 With That Word Again

Good Morning Relaxing Retirement Member, While shooting baskets at the gym with my son Michael down in Chatham last weekend,…

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Before You “Turn the Page”

Good Morning Relaxing Retirement Subscriber, 2017 is coming to a close so it’s time to turn the page to 2018.…

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Before You “Turn the Page”

Good Morning Relaxing Retirement Member, 2017 is coming to a close so it’s time to turn the page to 2018.…

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Donating “Shares” vs. Cash

Good Morning Relaxing Retirement Subscriber, As the end of the year approaches, many of us write out sizable checks to…

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Donating “Shares” vs. Cash

Good Morning Relaxing Retirement Member, As the end of the year approaches, many of us write out sizable checks to…

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Tax Loss Harvesting

Good Morning Relaxing Retirement Subscriber, When December rolls around, it’s always a smart time to see if you can benefit…

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Tax Loss Harvesting

Good Morning Relaxing Retirement Member, When December rolls around, it’s always a smart time to see if you can benefit…

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The Morningstar Rating Mirage

Good Morning Relaxing Retirement Subscriber, A couple weeks ago, new Relaxing Retirement members asked a very good question which prompted…

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The Morningstar Rating Mirage

Good Morning Relaxing Retirement Member, A couple weeks ago, new Relaxing Retirement members asked a very good question which prompted…

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2017 Year End Checklist

Good Morning Relaxing Retirement Subscriber, December is here again so let’s take this annual opportunity to review a quick checklist…

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2017 Year End Checklist

Good Morning Relaxing Retirement Member, December is here again so let’s take this annual opportunity to review a quick checklist…

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The Mayonnaise Jar and
Two Cups of Coffee

Good Morning Relaxing Retirement Subscriber, In honor of Thanksgiving Day, we’re going to take a sabbatical from my weekly financial…

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The Mayonnaise Jar and
Two Cups of Coffee

Good Morning Relaxing Retirement Member, In honor of Thanksgiving Day, we’re going to take a sabbatical from my weekly financial…

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Reasons to Have a Mortgage in Retirement

Good Morning Relaxing Retirement Subscriber, Last week, we evaluated the often-asked question: “should we pay off our existing mortgage”? As…

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Reasons to Have a Mortgage in Retirement

Good Morning Relaxing Retirement Member, Last week, we evaluated the often-asked question: “should we pay off our existing mortgage”? As…

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