AUTHOR: luvtoride44afe9eb1e on 5/12/2025 FIRST: Fran Moore on 5/12 | RECENT: luvtoride44afe9eb1e on 5/14
Comments
Why did it need to be sent to you by check? I recently had my main IRA account transferred from Assetmark to Schwab “in -kind” and all assets arrived in the Schwab account in a few days. It is now being managed by Schwab with no drama or concern.
Wow! What a great story of family and relationships. My DW and I are blessed to be married for 45 years and have 2 daughters with good marriages to 2 great young men who have given us 4 wonderful grandchildren. The relationships we have built with our grandchildren is the most cherished part of our lives.
Not that it’s the same thing as having “exes” but we have also grown and maintained great relationships with the other grandparents, the in-laws of our daughters. The fact that we “share” these wonderful grandchildren with them for holidays, family events and other milestones makes it important to include them whenever possible to enjoy those times together and not to make our daughters and grandchildren have to “choose” who to spend time with. We are all geographically close by which makes spending time together easier.
Richard, I agree that family and relationships are the most important things and bring great joy to all of us. We are truly blessed!
My head is spinning just thinking about these institutions you’ve raised and the impact on our finances, well-being and lives. I prefer to focus on the things I have some control over like my health and day to day activities for happiness and enjoyment.
Well, we gotta call it somethin’. Yes, it’s an easy answer to the question what do you do or what business are you in, without going into a lengthy explanation.
We do all find our new direction after trading in the work days at the office for NOT going there anymore.
”I was formerly a Comptroller, a rocket scientist, an attorney…”!?
Don’t ask my DW about her former career as a nurse. She will get downright indignant if you suggest that she USED To BE a nurse! She is STILL a Nurse, just no longer working in a hospital or formal healthcare setting. Just ask any of our family or friends who still consult her on any type of medical or health issue!
I wouldn’t get hung up on semantics of what we call our time after our formal careers end….other than GREAT!
Dr Lefty, these are the types of things that fill your time in retirement! Would you have had that much time to spend on the phone checking on your pensions when you were working?!
It may not be an everyday occurrence but it sure seems to happen frequently with “retirement “ type issues. I recently needed to access some funds from my IRA accounts and we decided with our FA to take parts from 2 different accounts. One distribution was direct deposited to my account promptly. The other one, 3 weeks later still hasn’t arrived (but yet I see the “withdrawal” minus taxes in the transaction tab if that account). When I raised this with my FA he quickly researched it and found that “someone” had transposed 2 of the numbers in my bank account that the funds were going to (I had sent a VOID check copy as part of the withdrawal paperwork). He assured me that it would be resolved this week. What’s today…Thursday? Still no deposit showing. 🤷🏻♂️
ROFL. Dan, I was thinking of going out and buying a mattress that I could stuff all my money under, after reading this post. I don’t think I could use the mattress I sleep on now as it may make it uncomfortable for sleeping . 🤷🏻♂️
AOL is terminating its dial up service soon…did that really still exist?! For many (most of us) that was our first foray into the realm of the World Wide Web and getting “online”. An end of an Era!
I remember when I was in middle school, late 60’s my dad brought home a small hand held battery operated calculator that he had bought from a friend at work for some princely some ($20-$30) that had up to 8 LED digits and could perform 4 basic math functions! We were in awe!
To think how far technology has come in my lifetime, is mind boggling. I have no doubt that the advancements and the pace of future technological advances for my grandchildren will be nothing short of mind blowing (to our generation).
Mark, welcome to the “scary” other side, the post-work years. I’m sure many of us have feelings like this about the retirement . It may be part of the reason why some of us keep working longer than we should/ need to. After working for 40+ years, the fear of the unknown can be a force that keeps us from making that decision to stop and try something else.
I don’t think I would categorize retirement as chaos, but if done right it can sure produce a lot of contentment.
Enjoy your continued exploration of the world on the other side of working!
Comments
Why did it need to be sent to you by check? I recently had my main IRA account transferred from Assetmark to Schwab “in -kind” and all assets arrived in the Schwab account in a few days. It is now being managed by Schwab with no drama or concern.
Post: Have you seen your money lately?
Link to comment from August 17, 2025
Wow! What a great story of family and relationships. My DW and I are blessed to be married for 45 years and have 2 daughters with good marriages to 2 great young men who have given us 4 wonderful grandchildren. The relationships we have built with our grandchildren is the most cherished part of our lives. Not that it’s the same thing as having “exes” but we have also grown and maintained great relationships with the other grandparents, the in-laws of our daughters. The fact that we “share” these wonderful grandchildren with them for holidays, family events and other milestones makes it important to include them whenever possible to enjoy those times together and not to make our daughters and grandchildren have to “choose” who to spend time with. We are all geographically close by which makes spending time together easier. Richard, I agree that family and relationships are the most important things and bring great joy to all of us. We are truly blessed!
Post: I never expected this…..
Link to comment from August 17, 2025
My head is spinning just thinking about these institutions you’ve raised and the impact on our finances, well-being and lives. I prefer to focus on the things I have some control over like my health and day to day activities for happiness and enjoyment.
Post: The Day I Cashed In My Forgotten Treasure
Link to comment from August 16, 2025
Well, we gotta call it somethin’. Yes, it’s an easy answer to the question what do you do or what business are you in, without going into a lengthy explanation. We do all find our new direction after trading in the work days at the office for NOT going there anymore. ”I was formerly a Comptroller, a rocket scientist, an attorney…”!? Don’t ask my DW about her former career as a nurse. She will get downright indignant if you suggest that she USED To BE a nurse! She is STILL a Nurse, just no longer working in a hospital or formal healthcare setting. Just ask any of our family or friends who still consult her on any type of medical or health issue! I wouldn’t get hung up on semantics of what we call our time after our formal careers end….other than GREAT!
Post: Not Retired, Just Re-Directed
Link to comment from August 14, 2025
Dr Lefty, these are the types of things that fill your time in retirement! Would you have had that much time to spend on the phone checking on your pensions when you were working?! It may not be an everyday occurrence but it sure seems to happen frequently with “retirement “ type issues. I recently needed to access some funds from my IRA accounts and we decided with our FA to take parts from 2 different accounts. One distribution was direct deposited to my account promptly. The other one, 3 weeks later still hasn’t arrived (but yet I see the “withdrawal” minus taxes in the transaction tab if that account). When I raised this with my FA he quickly researched it and found that “someone” had transposed 2 of the numbers in my bank account that the funds were going to (I had sent a VOID check copy as part of the withdrawal paperwork). He assured me that it would be resolved this week. What’s today…Thursday? Still no deposit showing. 🤷🏻♂️
Post: The Half-Completed Retirement Transition
Link to comment from August 14, 2025
Edmund, I’m with you. I’ve become forgetful but the thought of losing my wife terrifies me! THInGs can be replaced!
Post: Not Qualified to Carry This Anymore
Link to comment from August 14, 2025
ROFL. Dan, I was thinking of going out and buying a mattress that I could stuff all my money under, after reading this post. I don’t think I could use the mattress I sleep on now as it may make it uncomfortable for sleeping . 🤷🏻♂️
Post: Have you seen your money lately?
Link to comment from August 13, 2025
I have 2 immediate thoughts reading your post:
- AOL is terminating its dial up service soon…did that really still exist?! For many (most of us) that was our first foray into the realm of the World Wide Web and getting “online”. An end of an Era!
- I remember when I was in middle school, late 60’s my dad brought home a small hand held battery operated calculator that he had bought from a friend at work for some princely some ($20-$30) that had up to 8 LED digits and could perform 4 basic math functions! We were in awe!
To think how far technology has come in my lifetime, is mind boggling. I have no doubt that the advancements and the pace of future technological advances for my grandchildren will be nothing short of mind blowing (to our generation).Post: Back to the Future
Link to comment from August 12, 2025
Spent more time cultivating friendships with a few non-work friends to carry over to our retired years.
Post: My favorite question.
Link to comment from August 6, 2025
Mark, welcome to the “scary” other side, the post-work years. I’m sure many of us have feelings like this about the retirement . It may be part of the reason why some of us keep working longer than we should/ need to. After working for 40+ years, the fear of the unknown can be a force that keeps us from making that decision to stop and try something else. I don’t think I would categorize retirement as chaos, but if done right it can sure produce a lot of contentment. Enjoy your continued exploration of the world on the other side of working!
Post: Don’t worry, be happy: tripping through the go-go years
Link to comment from August 6, 2025