January 2020

Portfolio Rebalancing - Get Your Asset Allocation in Line

Portfolio Rebalancing: Get Your Asset Allocation in Line

I’ve never done a portfolio rebalancing on my resting investments.  As I’ve made money moves over the last few years to get prepared for early retirement, that’s helped me to rebalance accordingly at those times. However, this was my first shot at actively doing a portfolio rebalancing just because it was time. All the smart financial folks out there will tell you that rebalancing is an important part of maintaining your investments.  The problem is that those folks don’t usually […]

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FI and Early Retirement… Could It All Come Crashing Down?

I’m not going to lie – being FI (financially independent) is a truly awesome feeling.  To realize that you don’t need to work again if you don’t want to takes such a massive weight off of your shoulders. But if you take it to the next level and throw in early retirement, you’re now solely depending on whatever you’ve put in place to sustain that financial independence. That’s scary.  No, I mean, that’s really scary. If you continue to work, you

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Guest Interview on Financially Alert

Guest Interview on Financially Alert

Michael Quan started his blog, Financially Alert, right about the same time as I started Route to Retire (early 2015). The big difference is that Michael was already financially independent when his blog came out.  He crushed it and retired from the corporate world at 36 in 2012… how cool is that?! I think we’ve followed each others’ journeys since our sites came out.  We finally had an opportunity to meet at the FinCon personal finance conference a couple of years

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Would You REALLY Work Out Once You’re Retired?

I hate to work out. When talking to gym-addicts, they love to tell me things, “oh, you’ll learn to enjoy it over time.”  I chuckle. I don’t think so.  I hate knowing that it’s time to go work out and I hate the actual workout. “Yeah, but you feel so much better once you’re done, right?” Um, no.  I’m glad it’s over, but no, I don’t feel better or refreshed at all. Look, I’m just keeping it real.  I do

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Make Your Money Work for You Instead of Vice Versa

I think I first heard the mantra of “make your money work for you” when I was a kid.  I’d also guess that it was my grandfather who preached it.  He was able to retire in his mid-40’s before the term FIRE (financial independence / retire early) was even coined. But it took me years to really understand what that meant.  And even once I thought I got it, I still assumed it was just some pipe dream that only

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What's Up Next? - Geoarbitrage Podcast

Somehow I Got Asked Back on “What’s Up Next?”

Somehow I was able to get invited back on the “What’s Up Next?” podcast… who’da thunk it?! You’d think after Doc G and Paul Thompson had me on their “What’s Up Next?” show the first time around, they would’ve learned their lesson.  Not so much! To top it off, they invited my better half to be a part of it – maybe they were thinking that through the law of averages, Lisa could help bring me up a little more.

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