Posts Tagged ‘retirement’

Financial Readiness - My 5 Stages of Grief

Financial Readiness – My 5 Stages of Grief

By The Banker | Blog Posts, Insurance, Investing, Personal Finance, Taxes, Texas

My personal bank – which also offers insurance and investments – recently invited me to discover my ‘Financial Readiness’ score, available in five minutes by taking a quick online survey. Now, I am a competitive person who likes to win. For example, I know my SAT scores from high school, as well as my fastest [&hellip

On Retirement, From a Millennial's Perspective

On Retirement, From a Millennial’s Perspective

By The Banker | Blog Posts, Personal Finance

A thoughtful reader sent me this Time Magazine article, with musings on retirement written by a 24 year old. The first question the article prompted: Is Time Magazine still around? I had no idea! Anyway, the next set of questions posed by the article are worth contemplating: 1. Why does a rational 24 year-old decide to [&hellip

On Entrepreneurship, Part III - the air, the taxes, the retirement

On Entrepreneurship, Part III – the air, the taxes, the retirement

By The Banker | Blog Posts

The air is just different owning business equity rather than earning a fixed income with a salary.  Can you smell it? I left Goldman in 2004 and have been downwardly mobile, career-wise, ever since.  I’ve also never been happier. I’ve written before that one of the keys to feeling and being wealthy is do something [&hellip