Charlie Warner Jr

Comments:

• My grown children would identify me with being cheap. I consider myself a value person. 😃

  Post: My Spending Rules

  Link to comment from September 28, 2024

• I suggest a spreadsheet showing the payments for each year. One column starting at FRA and the the second column starting at 70. See where the totals meet. My wife and I started at FRA.

  Post: Quinn asks himself, Is delaying Social Security to age 70 the right decision?

  Link to comment from September 22, 2024

• Johnathan you are so right. Ten things could go well in a day and one could be a disappointment……we find the one disappointment clouds our mind.  Here’s a quote I try to live by. “It is impossible to be grateful and unhappy at the same time.” Matthew Kelly

  Post: Never Quite Enough

  Link to comment from September 21, 2024

• I’m better off financially today than I was four years ago, a blessing for sure. Those who have accumulated financial security and have invested well and eliminated debt are probably living in a similar bubble.  The majority of the population is struggling with debt and inflation. 

  Post: Quinn ponders – Are you better off than you were four years ago?

  Link to comment from September 19, 2024

• Thanks for your blog. I feel we spend may to much energy searching for the best possible financial returns. It appears to me you have focused your energy on identifying and executing the strategy you are most comfortable with. Great job!  My wife and I are blessed in many ways. We have a financial planner we like and trust. As far as laying down a floor; between three modest pensions and social security we can pay our monthly obligations. This allows us to be a bit more aggressive with our investment accounts. 

  Post: Laying Down a Floor

  Link to comment from September 15, 2024

• It is impossible to be grateful and unhappy at the same time. Matthew Kelly

  Post: Try to Be Satisfied

  Link to comment from April 25, 2024

• Dennis, thanks for the blog, I admire courageous risk takers. Was it your Dad’s courage or his faith that inspired the trip west?

  Post: Took Courage

  Link to comment from March 21, 2024

• Chris, thanks for the article. How do these QCD’s effect IRMAA?

  Post: QCDs and Me

  Link to comment from March 5, 2024

• Thanks for the blog. I can’t help laugh thinking of how complicated our tax codes make simplifying our lives. One question: The HSA, my thought has been to leave that for my heirs since it grows tax free, thoughts? 

  Post: Look All Ways

  Link to comment from November 20, 2023

• Dennis, thanks for your prospectus. What if someone had told you 30 years ago, 20 years ago or even 10 that at age 72 you would be the the happiest. Would you have believed them? I’m a year behind you age wise I’m looking forward to many more happy busy years.  As a spiritual person I agree with you that we were created with companionship as a corner stone of our being. You are certainly right we should prepare for the aging process….don’t age yourself faster than you have to. 

  Post: My Happy Retirement

  Link to comment from October 29, 2023