Your two best investing books—and do you also keep an End-of-Life “family binder”?
37 replies
AUTHOR: Jeff Peck on 1/4/2026
FIRST: Dan Smith on 1/4 | RECENT: MikeinLA on 2/8
Spending Without Guilt: An Overlooked Retirement Skill
24 replies
AUTHOR: Jeff Peck on 1/20/2026
FIRST: Mark Crothers on 1/20 | RECENT: normr60189 on 1/30
“Too Much House” vs “Not Enough House”—But Through the Lens of Aging in Place
19 replies
AUTHOR: Jeff Peck on 1/20/2026
FIRST: Mark Crothers on 1/20 | RECENT: Marilyn Lavin on 1/22
Mortgage in Retirement
25 replies
AUTHOR: Jeff Peck on 12/27/2025
FIRST: Mark Gardner on 12/27/2025 | RECENT: martha donohoe on 1/11
Distance from family: inconvenience…or a financial planning blind spot?
21 replies
AUTHOR: Jeff Peck on 1/2/2026
FIRST: DrLefty on 1/2 | RECENT: Martin McCue on 1/8
At what age did travel start feeling like work—and what changed your plan?
19 replies
AUTHOR: Jeff Peck on 1/2/2026
FIRST: Mark Crothers on 1/2 | RECENT: mytimetotravel on 1/5
What Age Did You Retire—and What Made You Decide It Was Time?
52 replies
AUTHOR: Jeff Peck on 12/27/2025
FIRST: Winston Smith on 12/27/2025 | RECENT: Michael1 on 1/2
If You Could Rewind 5 Years Before Retirement… What Would You Change?
23 replies
AUTHOR: Jeff Peck on 12/27/2025
FIRST: OldITGuy on 12/27/2025 | RECENT: eludom on 1/1
Fixed Indexed Annuity for 3–6 Years: Worth It as a Short-Term Move?
4 replies
AUTHOR: Jeff Peck on 12/27/2025
FIRST: Mark Crothers on 12/27/2025 | RECENT: Ray Holland on 12/28/2025


Comments
Congratulations—what an exciting step. This sounds like a smart, thoughtful move for your retirement, your future flexibility, and your daughter. The walkable location, beautiful yard, private ADU, and space to truly enjoy life make it feel like much more than just another house. It also makes sense to feel a little nervous. A bigger payment, an older home, and upcoming remodeling are real considerations. But it sounds like you did your homework, stayed within your means, and found a place that genuinely fits your goals. Wishing you a smooth closing, an easy move, and a wonderful new season in a home that seems full of possibility. Jeff
Post: A Big Little Move (by Dana/DrLefty)
Link to comment from March 30, 2026
I've always been a practical thinker and spender. Yes, I'd love a luxury car, but my practical side says, "Jeff, you don't need that." My last new car purchase was in 2006. I still have that Ford F150 today. :)
Post: Choices, choices everywhere
Link to comment from February 8, 2026
I’ve advised friends over the years—back during my USAF career, I also briefed new troops on the Thrift Savings Plan and the importance of paying yourself first. More recently, I put together a small booklet for fellow Fed employees where I work.
Post: I got the call
Link to comment from February 8, 2026
I'm so sorry Mark...
Post: “Too Much House” vs “Not Enough House”—But Through the Lens of Aging in Place
Link to comment from January 20, 2026
I'm a Vanguard customer for nearly 40 years. I can't really speak on customer service as I have rarely dealt with them.
Post: Schwab or Vanguard?
Link to comment from January 19, 2026
When Cathy and I made the decision to get married, I asked her about her finances. She had a small car loan, a small consumer loan, a little bit of credit card debt and no savings. I told her I didn't live that way... After we got married, I paid off her loans and opened up an IRA for her. IT's been smooth as glass very since. I think she is a bigger penny pincher than I am. :)
Post: Are you and your spouse synchronized?
Link to comment from January 19, 2026
I keep my investing simple too. Index Funds and recently sold a rental property I owned for 25 years. Retirement is 3 years way now, and I've already spotted my local DQs in the nearest towns I'll be living close to. :)
Post: Are you an investor?
Link to comment from January 19, 2026
Clare - Send me an email at racelens@gmail.com and we can discuss my plans for the trust.
Post: Your two best investing books—and do you also keep an End-of-Life “family binder”?
Link to comment from January 5, 2026
That's a great plan Dan.
Post: Your two best investing books—and do you also keep an End-of-Life “family binder”?
Link to comment from January 4, 2026
Dana — happy 6-month retirement anniversary, and Happy New Year to you and all the HumbleDollar folks. I loved reading this: the relief you describe (more than “missing” the job) feels so real, and your days sound like a great blend of purpose, health, and margin. Also—how fun that retirement is proving contagious. October 1, 2026 will be here fast, and it sounds like your husband is making a thoughtful exit plan. I’m three years out from my own retirement, and posts like yours are exactly the kind of “this is what it can look like” encouragement I need. One more thought: I enjoy watching Real Retirees Uncut on YouTube, and you’d be a fantastic guest retiree on there—your mix of structure, meaning, and honesty would really resonate. Keep us posted on the spending plan and the next six months of simplifying and wrapping things up. Jeff
Post: Six Months In! (from Dana/DrLefty)
Link to comment from January 4, 2026