Retiring With Enough

Latest Episodes:

Inflation and Retirement Aug 05, 2025

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Join Kevin Lyles, CRPC™ and me as we provide a long form discussion about inflation and its multiple effects on retirement.

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Old is New Again Jul 29, 2025

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Is the historical Viewmaster style of traditional wealth accumulation with no frills or technology still valid, or have traditional wealth accumulation concepts been replaced and negated by more modern approaches?

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Essential Rules of Finance Jul 22, 2025

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There are several basic and essential rules of personal finance that should be learned and followed.

NO ONE wants to reach retirement age with little or no money, and no way to catch up!

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Family Meetings- Good or Bad? Jul 15, 2025

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“Family isn’t defined only by last names or by blood; it’s defined by commitment and by love.” – Dave Willis.

Many new homes are built without a dedicated space for family communal dining. This building trend says volumes about American family units today.

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All Star Interview #6- Cindy Terry Jul 08, 2025

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Join me as I interview Cindy Terry, a unique Retiree with a special outlook on life.

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Withdrawal Sequencing- Which Pile First? Jul 01, 2025

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The conventional approach to withdrawing retirement funds generally involves withdrawing from taxable accounts first, followed by tax-deferred accounts, and finally tax-free accounts. This strategy can minimize taxes and maximize the growth of tax-advantaged investments.

Does that mean that this is the best approach for everyone? Like most retirement-related topics, the answer is not a simple yes or no.

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What’s Your Horizon? Jun 24, 2025

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“Time is what we want most but what we use worst.” — William Penn

Each passing year changes and shortens my horizon, just like it does yours.

And that changes how one approaches life. Does one buy a new house at age 73 and consider a 30-year mortgage? Or does someone engage in the opposite behavior, refraining from buying green bananas?

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Eat the Frog First Jun 17, 2025

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“If it's your job to eat a frog, it's best to do it first thing in the morning. And if it's your job to eat two frogs, it's best to eat the biggest one first.” - Mark Twain

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Power Dressing Jun 10, 2025

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In our media-driven world, perception is a powerful emotion. The type and style of clothing worn are common tools that media influencers use to enhance perception. The style and type of clothing a person wears send a powerful message.

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Why Not Now? Jun 03, 2025

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I've always been busy, juggling multiple projects simultaneously and completing projects efficiently. Because each day was fully scheduled, I used time as effectively as possible.

When I quit working full-time, this changed!

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