2024 Financial Review: Investment Withdrawals, Dividends And Roth Conversions

This is my first time writing a post like this. In retirement I’ve posted about my spending, my income and that’s basically it. But I wanted a place to talk about my money moves in general and sum everything up for the year, so that’s what this new annual post will be! Let’s look at my overall financial picture and see what the future holds.

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How I Lived On $21,499 As A Global Nomad In 2024

In a surprise to no one more than me, I was under-budget this year 🙂 . I started my retirement in 2020 with the goal of spending $20,000 (which was 11% more than I spent living in Seattle) and I have increased that goal number each year based on inflation. Inflation these last few years has been high so my goal for 2024 was to spend $23,400. I ended up spending $21,499, which is 8% less than my goal.

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Slow Travel Review: San José, Costa Rica – The Land Of Pura Vida

So I mentioned in my monthly recaps while in Costa Rica all the reasons that I chose to move there for over 2 months, but one of those was because I was shocked at how affordable it was to get there.

I’ve worked out that my flights are usually $200 one-way anywhere in the US. I’m able to get those prices even for longer flights because I book early and I am able to plan my travels around when flight prices are lower. However, despite Costa Rica being way farther than any location in the US, it only cost me about $200 to get there.

Specifically I paid $201.78 on American Airlines to fly from Albany, NY to San José, Costa Rica and $232.34 to fly from San José to Austin, Texas on COPA Airlines to see the Solar Eclipse. Continue reading “Slow Travel Review: San José, Costa Rica – The Land Of Pura Vida”

The Month Of San José: March 2024 Recap

And with that, 1/4 of 2024 is complete. Wow. And I only got used to saying “2024” instead of “2023” recently. Oh well 🙂 . Anyway, let’s see what I got up to in March!

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The Month Of Warmth: December 2023 Recap

December’s theme of “warmth” had two meanings 🙂 . First was the fact that I spent half of the month soaking up the sun in Puerto Vallarta, México where it was literally warm (75F), and the second was that I spent the rest of the month in Upstate NY with family that makes my heart warm…in an emotional way, not a concerning medical condition way 🙂 . Continue reading “The Month Of Warmth: December 2023 Recap”