Dan McD

Comments:

• I think you could write an entire post about how to know when "it's time!" And you're spot on that you're going to be the same person pre and post-retirement. I love your examples - and it sounds like with your living arrangements you truly have the best of both worlds.

  Post: Some Friendly Advice

  Link to comment from January 19, 2024

• Yes, a move makes it tough as you sever some of the relationships in an area. I've heard from others that 55+ (or similar) communities are like starting college. No one is "from" there, many are of similar ages and interests...and everyone wants to know where you're from, whether you're still working, and what your interests are. You meet some friends...then you meet their friends...and so on.

  Post: Some Friendly Advice

  Link to comment from January 19, 2024

• Thanks for the comment, and the delineation of 'colleague vs. friend.' I'm not as familiar with Continuing Care Retirement Communities (CCRCs) so I'm glad you shared your experience - I'm going to learn more.

  Post: Some Friendly Advice

  Link to comment from January 19, 2024

• Ah, I appreciate that, Rick. We should strive to be the one who initiates conversations, lunches, etc. with friends. And we shouldn't 'keep score' in terms of who's being the catalyst; we should just enjoy getting together and invariably we'll hear, "You're so good at staying in touch with others."

  Post: Some Friendly Advice

  Link to comment from January 19, 2024

• Thanks for the comment, Edmund. I've found that we also need to be vulnerable enough to ASK others for help. We're so tuned to do it ourselves, and yet asking others for help can endear us and deepen the friendship.

  Post: Some Friendly Advice

  Link to comment from January 19, 2024

• Thanks for your reply, Rick. Very astute advice from someone who's 2 years into the retirement journey. I hope you're enjoying your retirement and continuing those fruitful conversations.

  Post: Dance of Coordination

  Link to comment from August 11, 2023

• David, having that additional perspective and assessments can help with your own analysis. They've seen many situations while we mostly see only ours! We still have to be our own advocate and can't hand off the ultimate decisions. Thanks for your comment.

  Post: Dance of Coordination

  Link to comment from August 11, 2023

• Agreed, Edmund. There may never be a "perfect time" to have these conversations but we can certainly make time in meaningful increments that help us understand each other's perspectives. Drive time, even in relatively short bursts is a great way to ask your partner how they're feeling about your readiness.

  Post: Dance of Coordination

  Link to comment from August 8, 2023

• Right on, Mytime!

  Post: Dance of Coordination

  Link to comment from August 8, 2023

• Right you are, Winston. We covered all of that (and more, like the LTC I mention above) in detail when we had our financial "professional help" session last month!

  Post: Dance of Coordination

  Link to comment from August 8, 2023