Catherine,
I really like your point about ‘just-in-time’ financial literacy. Some lessons only become meaningful when life gives us a reason to apply them.
Donny,
So well said! Success looks different for everyone, and it sounds like your sons learned the value of hard work and dedication directly from you. You must be incredibly proud.
Mark,
Thank you for the comment. I couldn't agree more—many of the best lessons in finance and in life are remarkably simple, even if they're not always easy to follow.
Bill,Thanks for the recommendation. I found the episode and listened to it. The episode, titled Harry Margolis: How to Confront Aging Challenges Head-On and was released on April 14, 2026. For anyone interested, you can find it here. The discussion about reassessing housing options around age 75 especially interesting.
Linda,
Your experience is a good reminder that aging-in-place isn't just about what works for us, but also about what is practical for the family members who may need to help us.I hope your health continues to improve and that you can stay there comfortably for many years to come.
Your experience highlights many of the advantages of moving earlier, and those are worth considering. I just hesitate to call waiting a mistake in general, because people's finances, health, support systems, and priorities vary so much. For some, an early move is ideal. For others, staying put longer may be the better choice.
Ed,
Even with all the professional knowledge and experience in the world, it’s different when the decisions involve our own parents. It sounds like you and Sharon are doing everything you can to respect their wishes while preparing for the realities to come. Both of your mothers are fortunate to have your support.
I think that’s wise. Your new home sounds ideal for aging in place, especially with the guest cottage. But having a place on a CCRC waiting list provides options and a peace of mind.
Comments
Catherine, I really like your point about ‘just-in-time’ financial literacy. Some lessons only become meaningful when life gives us a reason to apply them.
Post: Lessons on the Ground
Link to comment from July 21, 2026
Donny, So well said! Success looks different for everyone, and it sounds like your sons learned the value of hard work and dedication directly from you. You must be incredibly proud.
Post: Lessons on the Ground
Link to comment from July 19, 2026
Mike, Well said. Taking time to appreciate the present is such an important reminder.
Post: Lessons on the Ground
Link to comment from July 19, 2026
Mark, Thank you for the comment. I couldn't agree more—many of the best lessons in finance and in life are remarkably simple, even if they're not always easy to follow.
Post: Lessons on the Ground
Link to comment from July 18, 2026
Bill, Thanks for the recommendation. I found the episode and listened to it. The episode, titled Harry Margolis: How to Confront Aging Challenges Head-On and was released on April 14, 2026. For anyone interested, you can find it here. The discussion about reassessing housing options around age 75 especially interesting.
Post: Close to Everything I Need
Link to comment from June 23, 2026
Linda, Your experience is a good reminder that aging-in-place isn't just about what works for us, but also about what is practical for the family members who may need to help us.I hope your health continues to improve and that you can stay there comfortably for many years to come.
Post: Close to Everything I Need
Link to comment from June 22, 2026
Your experience highlights many of the advantages of moving earlier, and those are worth considering. I just hesitate to call waiting a mistake in general, because people's finances, health, support systems, and priorities vary so much. For some, an early move is ideal. For others, staying put longer may be the better choice.
Post: Close to Everything I Need
Link to comment from June 21, 2026
Mark, Well said. We can plan and prepare as best we can, but aging has a way of reminding us that not everything is within our control.
Post: Close to Everything I Need
Link to comment from June 21, 2026
Ed, Even with all the professional knowledge and experience in the world, it’s different when the decisions involve our own parents. It sounds like you and Sharon are doing everything you can to respect their wishes while preparing for the realities to come. Both of your mothers are fortunate to have your support.
Post: Close to Everything I Need
Link to comment from June 20, 2026
I think that’s wise. Your new home sounds ideal for aging in place, especially with the guest cottage. But having a place on a CCRC waiting list provides options and a peace of mind.
Post: Close to Everything I Need
Link to comment from June 20, 2026