Life After Work - Will I Be "OK"?

  Last week I merely introduced my blog and asked everyone to join my retirement journey.   It didn’t seem right to start out of the gate with anything controversial.   But now that this is week 2, it seems like a good time to enter into the debate as to whether an annuity should be part of a retirement income plan.   Spoiler alert – I spent my entire 42-year career in the annuity industry, so it won’t come as any surprise to anyone where I will land in this debate.   But first, a quick update on my new grandson Calvin Jack (CJ).   He was 3 weeks premature, so he was only 5 lb. 1oz at birth and wasn’t able to breath on his own.   He remains in NICU but is now breathing on his own and continues to make good progress.   We’re all hopeful that he will be able to come home early this week. I own 3 annuities.   Each were bought at various times for different purposes.   But now, they all have one primary goal – fill the gap between Social...

  Life After Work – Will I Be “OK”? July 1, 2025 (Day 1) Yesterday I retired.  That makes this day 1 of life after work.  I’m guessing I have a lot of the same questions as all of those that are already living the “good life”.  “What now?”  “What am I going to do all day?” “How will I remain relevant?”  “Did I save enough?” “How much can I afford to spend?”  “What if there is a large, unexpected expense?”  All of these questions can be summed up in one big, general question: “Will I be OK”? I spent my entire 42-year working career helping people prepare financially for retirement.  Now it’s my turn.  I am finally going to find out once and for all whether I knew what I was talking about.  In order to both help fill my day and remain relevant, I thought I would bring you along on my journey by starting this blog.  Each week (assuming I stay that motivated), I will write about how things are going.  Some of these blo...