Early Retirement: Six More Observations After Three Years
After working overseas for nearly 20 years I retired in 2021 at age 50. I will quickly answer the two most common questions I am asked....
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Nate Carter
2 min read
Don't Die with Your Boat in the Driveway
A friend told me about one of her colleagues who delayed retirement until he was in his late 60s. For years he told coworkers he would...
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Nate Carter
3 min read
Healthy Habits for Reducing Health Care Expenses
New Year's is the time for health and financial resolutions. When it comes to health, good habits can mean cost savings. According to...
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Nate Carter
5 min read
Six More Observations from Early Retirement
A few months after retiring, I offered six initial observations. As I reach my one year retirement anniversary, I want to share six more...
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Nate Carter
5 min read
Retirement: Withdrawal Rates, Longevity and RMD Taxes
There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will...
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Nate Carter
4 min read
Retirement Savings: Comparing a 401k to Real Estate
Building a diversified portfolio with multiple income streams is a great strategy for financial freedom and early retirement. Income...
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Nate Carter
4 min read
Avoid These Five Risks in Retirement
Retirement should be a period of low stress, financial security and enjoying time with family and friends. A secure and stable retirement...
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Nate Carter
5 min read
Withdrawing Funds in Retirement
Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some...
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Nate Carter
5 min read
Case Study 2: Retiring at Age 50 with College Aged Kids
There are many ways to achieve financial freedom. The key is finding a mix of investments that provide enough retirement income to...
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