Life After Full-time Work Blog

Learn about preparing for life after full-time work through posts from Don's upcoming book.

#38 Unbundle The Fees

What do we pay for the privilege of asking someone else to manage our investments? This post lists many forms of payment.

#37 Active Or Passive: Three Separate Issues

One of the most heated (and therefore potentially confusing) topics in investing is whether to be active (try to choose winners) or passive (just “go with the flow”). In this post we’ll see that one reason for the confusion is that “active versus passive” really encompasses many different questions.

#36 Historical Investment Return Patterns

How have different kinds of investments performed in the past? Let’s take a look, because history, even though it doesn’t predict the future, is still a good basis for adding to our understanding of investments.

#35 Is Your Home Part Of Your Portfolio For Life After Work?

in Finance

Wouldn’t it be great if we had enough money to create a lifetime income stream, and could live forever in the home we own? Sure! But all too often we need to use our home to help generate that income stream. This post explains four ways to do so.

#34: How Healthy Is Your Romantic Venn Diagram?

We’re all different; we’re all individuals. Even in marriage, becoming one team, we still retain our own personalities. This post focuses on times when it’s important to recognize those differences.

#33 Decumulate: Four Ways To Generate Sustainable Income

in Finance

So here we are, we’ve saved and invested, and we’re ready to stop working and convert our assets from a lump sum into a flow of retirement income that can be sustained for the rest of our life. How can we do that?

#32: Three Things That Could Derail Your Plan

in Finance

There are things that we should be aware of, that could upset our post-work lives from evolving as we hope. Here’s what we can consider, in case one of them appears in our path.

#31: What If You Don’t Have A Financial Professional To Help You?

Not everybody has, or finds, a financial professional to help them. This post looks at the kinds of attitudes and issues people typically have in connection with pensions, through the eyes of a rare national advisory agency.

#30: Good Advisors Will Speak Our Language

in Finance

Financial professionals often tell us that they want to speak our language, then retreat into jargon. I’ve learnt about the difference.

#29: Looking Forward To The Next Few Months

You’re probably still easing into the year, so this week I won’t post anything that’s meant to teach. Instead, permit me to look forward to the next few months.