Where are all the retirees? How do we ask for their advice?
If the military’s pension and healthcare benefits solve an early retiree’s biggest challenges, then why are military early retirees so hard to find? Have you ever noticed that the people in your...
View ArticleMilitary retirement spending: how much will I need?
The short answer: your retirement savings portfolio needs to be about 25 times the size of your net annual retirement spending. If you want to spend $40,000/year in retirement and you don’t have any...
View ArticleRetiring from the Reserves and National Guard
Retiring from the Reserves or National Guard is more flexible than retiring from active duty. In the vast majority of cases, your retirement is based on at least 20 good years of service. (A “good...
View ArticleRetiring on multiple streams of income
This topic isn’t tied to “The Military Guide” chapter on the Reserve/National Guard, but those military retirees frequently confront a retirement consisting of multiple sources of income. Veterans who...
View ArticleRetiring without a military pension
By now you’ve noticed a trend in the chapters from the “simplest” type of military early retirement (staying on active duty for at least 20 years) to the most difficult (separating as soon as your...
View ArticleTailor your investments to your military pay and your pension
Moshe Milevsky’s book “Are You a Stock or a Bond?” suggests that military on active duty can invest much more aggressively than many civilians. Milevsky’s concept of “human capital” grew out of his...
View ArticleThe “fog of work”
This essay caps off the book’s first seven chapters of ways to leverage your military career & benefits for financial independence and retirement. I wrote it after an exchange with Tomcat98 at...
View ArticleAsset allocation considerations for a military pension
Here’s the first part of a three-part post to answer the nitty-gritty details of the following question: If you’re receiving a military pension, then how should you invest the rest of your portfolio?...
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Can I Count On A Military Pension?
A reader asks: “Thank you for your words of wisdom in your blog and being a source of motivation. I have a quick question and I would appreciate your advice. I have 18.5 years towards my military...
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