This aricle is part of the Retirement Financial Life Equation (RFLE) series. It was initially published on June 6, 2018, and updated in January 2026. When it comes to choosing your approach and how to implement it, you have several choices here. The main distinction is between doing it yourself (DIY) and hiring an investment … Read more
This article is part of the Biblically-Informed Framework for Retirement Stewardship (BIFRS). It was initially published in June 2018 and updated in January 2026. In Investing for Retirement – Parts One and Two, I introduced a ‘framework’ for investing for retirement and discussed different asset types and holding options, and also active versus passive management … Read more
This article is part of the Retirement Financial Life Equation (RFLE) series. It was initially published on May 23, 2018, and updated in January 2026. Once you’ve determined your investment approach and strategy, the next critical question becomes: What specific assets should you actually own? This is where the theoretical meets the practical—where your carefully … Read more
This article is part of the Biblically-Informed Framework for Retirement Stewardship (BIFRS). It was initially published in May 2018 and updated in February 2026. This is the second article in a three-part series about investing for retirement. In the first article, I discussed the various types of assets that can be held as investments. In … Read more
This article is part of the Retirement Financial Life Equation (RFLE) series. It was initially published on May 9, 2018 and updated in January, 2026. Your “future wealth” (FW) becomes “current wealth” (CW) when you reach retirement. In the Retirement Financial Life Equation (RFLE), current wealth represents your starting point—the accumulated assets you bring into … Read more
This article is part of the Biblically-Informed Framework for Retirement Stewardship (BIFRS). It was initially published in May 2018 and updated in January 2026. If you have followed this blog for very long, you may have noticed that I don’t write much about investing. There are several reasons for that, not the least of which … Read more
In a recent chat with a younger friend at church, he expressed a desire to find the right balance in his retirement stewardship. He didn’t use that phrase specifically, but that’s how I understood him. He was talking about his financial resources in general, but planning and saving for retirement is part of that equation. … Read more
I recently did a series of articles describing a simple process for deciding whether you can retire – from a financial perspective. One possible outcome is that you can’t, at least not yet. But even if you can, there is another dimension to consider before pulling the trigger: should you retire? The financial aspects are … Read more
This article is part of the Biblically-Informed Framework for Retirement Stewardship (BIFRS). I can almost hear the gasps. “What is going on here!? He’s always harping on the need to save something for retirement; now he’s going to tell us we shouldn’t?” The fact is that most people probably aren’t saving as much as they … Read more
