Funding Our Early Retirement – 2022

In last week’s post, we highlighted our 2022 expenses.  This post will summarize our investments and process for funding our third year in early retirement together. OUR INVESTMENTS Our investment portfolio is roughly 70% stocks and 30% bonds/cas...

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Ask The Readers: What If You Couldn’t Make Money?

I was talking to my friend Jen recently when she asked a fantastic question. It was posed to her about a year ago. Here is how it went down: Jen had just retired and was on a trip down to Oaxaca to celebrate. On the plane, she sat next to her friend Se...

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Our 2022 Early Retirement Expenses

Welcome to a detailed look at our 2022 early retirement expenses.  This was our third full year of early retirement together as a couple. Dragon Gal retired in June 2017, and I retired in November 2019.  Once we learned about FIRE, tracking our spendin...

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SECURE 2.0 and the FI Community

Congress just passed a very long retirement tax bill, colloquially referred to as SECURE 2.0 or the SECURE Act 2.0. The FI community is interested in anything affecting tax-advantaged retirement accounts. This post dives in on the impact of SECURE 2.0 ...

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10 Years of 1500 Days

I published my first post on 1/1/2013. Here it is: https://www.1500days.com/start-here/ 10 years later, here we are. Crazy. Time flies by. So cliche, but so true. 10 years is most likely more than 10% of my life. And the past 10 years are certainly som...

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Early Retired Life – Wrapping Up 2022

We hope everyone has had a safe and wonderful holiday season! We’re wrapping up 2022 by celebrating the many places we visited this year: Big Bend, San Juan, Spain, Germany, Austria, Iceland, Colorado, The Dakotas, The Maldives, Doha, and Califor...

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Is Now A Great Time To Retire?

It’s a strange time. War. Inflation. Recession. This is reflected in the stock market: However, I also think this is probably a great time to retire. Hear me out. Everything Is Cyclical Before I liberated myself from formal work back in 2017, I f...

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Talking Money with Jeff and Josh from AHA FIRE

We’re convinced that when people share their money stories and dive into the emotional side of personal finance that’s a good thing. And that’s why we started our Talking Money series, to make room for others to share their stories. We’re all...

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2022 Year-End Tax Planning

Below are the main tax planning items for the year 2022 as I see them. Of course, this is educational information for the reader, and not tax advice directed toward any particular individual.  The first two tax loss harvesting items are particularly un...

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Year Three of My Early Retirement

On November 1st, Dragon Guy completed year three of early retirement! He quit his job in 2019 after 20 years of working in the finance industry. These past 12 months we really upped our travel — being away from home for over 100 nights and &...

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The MAGI Limitation on Roth IRA Contributions

During a recent Econome Encore presentation, a questioner asked a question that caused me to do a double take: Do Roth conversions create MAGI (modified adjusted gross income) for purposes of determining whether someone exceeds the MAGI thresholds to m...

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Sean on New Podcast Episodes

This week I’m on episodes of The Stacking Benjamins Show and the Earn & Invest podcast talking about taxes, retirement savings, and my new book, Solo 401(k): The Solopreneur’s Retirement Account. I’ve also recently recorded, and w...

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Early Retired Life – 10.22 – The Maldives and Doha

This month we took an 11 day trip to the Maldives and Doha, Qatar.  It was a dream trip for Dragon Guy, as we redeemed American Airlines miles and flew business class on Qatar Airways. MALDIVES AND DOHA We redeemed American Airlines miles and flew&#160...

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Performance Crapdate: August! September!! October!!! Oh My!!!!

My main goal* was to build an investment and cash portfolio of $1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in 1500 days**, starting from 1/1/2013 and ending in February of 2017. I made my goal in 2016, my 1500 Days are over,...

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Life After FI – 4 Years in Retirement

As September was wrapping up I realized the anniversary of when I quit my last job had just slid by again. Since I don’t celebrate that day every year I had to check some notes to remind myself of exactly when that was. My last day as an employee was S...

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