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.

Continue reading “2024 Financial Review: Investment Withdrawals, Dividends And Roth Conversions”

I Joined The Health Insurance Marketplace

It finally happened. Now that I’m pulling money from my investments, my ‘income’ according to the tax man surpassed the level where I need to choose a healthcare plan from the marketplace instead of defaulting to Washington State Medicaid that I basically never used. Continue reading “I Joined The Health Insurance Marketplace”

The Month Of Family: January 2024 Recap

Welcome to another monthly recap of what I’ve been up to during my 4th year of early retirement 🙂 . I’m currently writing this while sitting in the sun in our Costa Rica Airbnb staring at the lush green mountains that surround San José. But for the sake of accuracy, let’s turn back the clock to see what I was up to during most of January, which overall involved freezing my ass off in the northeast US 🙂 . Let’s get into it!

Continue reading “The Month Of Family: January 2024 Recap”

How I Made $4,359 While Retired In 2023

So let’s talk about something fun: the surprising amount of money I made in retirement this year. It’s surprising because outside of dividends, I expected this amount to be $0 after I quit my job in October 2020, but like a lot of things in life, I was wrong 🙂 . Let’s get into it! Continue reading “How I Made $4,359 While Retired In 2023”

How I Sell Investments To Fund My Retirement: A Step-By-Step Guide

At this point, I’ve almost completed 3 years of retirement and I finally sold my first share! I wasn’t out of my cash cushion yet so selling wasn’t an urgent need, but I felt the anniversary of saying “I QUIT!” was a good time as any and I will keep that schedule going forward so don’t try to time the market since that never works. Continue reading “How I Sell Investments To Fund My Retirement: A Step-By-Step Guide”

Should I Use a Money Market Or High Yield Savings Account For My Retirement Spending?

It’s finally happening people! It’s my 3rd year of retirement and I’m starting to plan for withdrawing from my portfolio…probably in my 4th year of retirement. Like you’re surprised I enjoy planning ahead 😉 .

Continue reading “Should I Use a Money Market Or High Yield Savings Account For My Retirement Spending?”

The Month Of New Hampshire: February 2023 Recap

I did it y’all!!! I survived my first ‘real’ winter in almost a decade and unlike any previous time, I…enjoyed it?!?! It’s obviously been a wild month with a lot of revelations so let’s see what I got up to and how I came to these new conclusions.

Continue reading “The Month Of New Hampshire: February 2023 Recap”