Am I a ‘Guru’?

Off the bat, I want to make clear I’m talking about the word ‘guru’ here, not the cartoon character ”Gru,” villain and master of the Minions. However, one might say that Gru is a guru to the Minions. (What can I say, I have grandchildren.) On more than one occasion, a friend or acquaintance has … Read more

The Ordinary Christian Life in Retirement

I recently read this quote by Tim Challies: “We please God—we thrill God—when we live as ordinary people in ordinary lives who use our ordinary circumstances to proclaim and live out an extraordinary gospel.” It’s from an article Tim wrote in 2015 titled “Ordinary Christian Work.” The article was a Christian view of vocation, but … Read more

Are We Experiencing ”Epochal Change”?

I recently came across the phrase “epochal change.” It was used to describe the domestic and global economic changes that I discussed in a recent article titled “A Challenging Time for Retirement Investors.” The basic idea is that we have reached a historical inflection point due to dramatic economic and political changes. Of course, we … Read more

The Master of Retirement

You may have read the title of this post and thought, “wow, he’s really gone off the deep end; now he’s calling himself the ‘master of retirement.’” Well, let me assure you that’s not the case, as you will see if you read on. I know this may sound strange, but sometimes, when I’m attending … Read more

My Year-End Retirement Stewardship Review and Planning Routine

I’m occasionally asked how I manage my retirement finances. I’ve touched on some aspects in previous posts, but I thought I’d share a little about my not-very-formal-or-complicated year-end regime. I don’t do this to suggest that I handle things in an exemplary way or that you should do what I do. Retired families can have … Read more

Schemes and Scams and Fraud, Oh My!

A friend recently sent me a link to a news item titled “Christian radio host sentenced to three life sentences for Ponzi scheme bilking millions from elderly listeners—William Neil ‘Doc’ Gallagher, 80, and his Gallagher Financial Group advertised on Christian radio with the tagline, ‘See you in church on Sunday.’” According to the state’s attorney … Read more

There’s More to Retirement Stewardship Than Getting the Numbers Right

According to some recent stats, more people are retiring earlier than planned due to the effects of the pandemic. Their specific reasons may differ, but part of what’s been fueling it has been rising stock and real estate markets. Quality of life is also often cited as a key reason. I’m reasonably sure that a … Read more