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Early Retirement: Six More Observations After Three Years

Nate Carter

5 min read

Early Retirement: Six More Observations After Three Years

After working overseas for nearly 20 years I retired in 2021 at age 50. I will quickly answer the two most common questions I am asked....

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Don't Die with Your Boat in the Driveway

Nate Carter

2 min read

Don't Die with Your Boat in the Driveway

A friend told me about one of her colleagues who delayed retirement until he was in his late 60s. For years he told coworkers he would...

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Nate Carter

3 min read

The Money Questions for Retirement

This article is part two in a series, the previous article looked at three questions to help focus on the non-monetary goals in...

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Three Questions to Find What Matters Most

Nate Carter

3 min read

Three Questions to Find What Matters Most

When most people think about financial freedom they tend to focus solely on financial goals. This is a mistake, as money is only part of...

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Healthy Habits for Reducing Health Care Expenses

Nate Carter

3 min read

Healthy Habits for Reducing Health Care Expenses

New Year's is the time for health and financial resolutions. When it comes to health, good habits can mean cost savings. According to...

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Nate Carter

4 min read

Passive Income from Music Royalties

I am always interested in learning from other investors about new investment strategies. At a recent real estate meet up, I met an...

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Six More Observations from Early Retirement

Nate Carter

5 min read

Six More Observations from Early Retirement

A few months after retiring, I offered six initial observations. As I reach my one year retirement anniversary, I want to share six more...

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Reducing Taxes and Expenses When Selling Rental Properties

Nate Carter

5 min read

Reducing Taxes and Expenses When Selling Rental Properties

Selling Rental Properties: Overview of Taxes and Expenses Real estate investing is a great way to build a portfolio of appreciating...

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Investing Mindset: Ignoring the Noise of Negativity

Nate Carter

4 min read

Investing Mindset: Ignoring the Noise of Negativity

As a kid growing up there was a cartoon called the Adventures of Gulliver. One of the characters is Glum, who offers only negativity...

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Nate Carter

4 min read

Taxes on 401k Retirement Withdrawals

One of the key advantages of retirement plans like 401k accounts, Thrift Savings Plan for federal government employees or traditional...

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Retirement Savings: Comparing a 401k to Real Estate

Nate Carter

4 min read

Retirement Savings: Comparing a 401k to Real Estate

Building a diversified portfolio with multiple income streams is a great strategy for financial freedom and early retirement. Income...

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Nate Carter

5 min read

Three Steps to Strengthen the 4% Rule

The 4% Rule Origin Story Many savers are familiar with the 4% rule for drawing down savings in retirement. William Bengen launched the 4%...

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Time to Change Jobs? Consider Five Factors

Nate Carter

4 min read

Time to Change Jobs? Consider Five Factors

Almost everyone has experienced the difference between good jobs and bad ones. Good jobs provide interesting work in an organization that...

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Nate Carter

4 min read

Avoid These Five Risks in Retirement

Retirement should be a period of low stress, financial security and enjoying time with family and friends. A secure and stable retirement...

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$1 Million Net Worth from Cash Out Refinancing

Nate Carter

5 min read

$1 Million Net Worth from Cash Out Refinancing

Cash Out Refinancing Overview One of the best ways to build significant wealth is through periodic cash out refinancing of real estate....

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Nate Carter

4 min read

Retirement: Effectively Using Annuities

Annuities Overview An annuity is a financial product investors purchase to receive a series of future payments. For example, Lars pays...

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Nate Carter

4 min read

Investing: You Will Make Mistakes

No investor is perfect, we all make mistakes, and sometimes they are big ones. Part of becoming a successful investor is accepting this...

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Stop Sleepwalking Through Your Financial Life

Nate Carter

4 min read

Stop Sleepwalking Through Your Financial Life

Where is Your Financial Plan? Are you happy with your current financial plans? Did you follow through on your retirement goals from five...

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Nate Carter

3 min read

Six Observations from Early Retirement

Walking Away Feels Better Than Expected I always knew it would be nice to retire. But I did not realize, until it was gone, how...

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Real Estate Investing: Feeling Priced Out?

Nate Carter

4 min read

Real Estate Investing: Feeling Priced Out?

Factors Causing Real Estate Prices to Rise The real estate market remains highly competitive and many buyers are finding it hard to...

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