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Been doing tax consulting two days a week for the last month or so. Fully remote while I listen to talk radio in my pjs. It is mostly writing some tax research memos and crunching numbers. It has pinched my busy schedule of doing whatever I want, but I couldn't pass it up at $150/hour on a W2...

I was in a similar situation last year when I left. Still a bit scary, but I feel soooo much better mentally/physically and it sinks in more each day - see below for more detail. Your financials look solid and you have flexibility "built in" to tighten things up, if needed. For example, buy...

I just retired in December and have 3.5 years of our annual budget in cash. The rest is invested 100% in stock index funds. I move the cash around doing different bank promos, some I-bonds, and such to get a little better return on the cash.

I've worked at a FAANG for the last eight years in middle management. I can confirm that this guy's figures are reasonable. SV really is a completely different world from many different perspectives.

Ok. Thank you for the feedback Chassis. Is there any specific areas you would say our spending would drastically increase and why?

I agree completely on getting out and diversifying, just trying to figure out opinions on how to do so fron the tax hit perspective. In terms of luck, definitely some there, but I know tech very well and these companies are robust in every perspective. That being said, I know crazy things can...

Thank you Chassis. Can you give me more on why/where you think it is close to the edge? I would appreciate that. It terms of helping our kids as adults, we will definitely always be there to help and would be generous with gifts as we can be, but as you said, they are adults, so we don't feel...

I am a long time reader and my wife recently joined as well. I am so grateful to everyone on this site for educating me! You are the reason why I think we can do this..... We aim to pull the ER trigger in Jan 2022 and respectfully ask for your help to pressure test the hell out of our plan. For...

Thank you OldShooter. I did not think about that. I definitely think I would want the latter in order to do a "Am I missing anything" review.

Yep, we have Vanguard. I spoke to them and the review was very cookie-cutter. Maybe I am more knowledgeable than I thought and need to trust myselfn a bit more. Thank you very much for the help.

Very good advice. Thank you. My plan post is coming soon!

Thank you. I will check them out.

I agree completely. I am always fearful of missing something, so I was thinking to to do the advisor route in addition to the advice here (If I could find one that I felt was sincere and also understood our fact pattern and plan). I've used the different tools and will include the results in my...

My wife and I feel we are very close to pulling the trigger. I am DEFINITELY ready from a mega-corp BS perspective! Financially, we also believe we are close. I am in the process of writing a post detailing our financial facts and plan that I am hoping the vets here will pressure test. While I...

2021 Goals: 1. Hit $4M in total investable assets via pre-tax 401k max, post tax 401k Roth conversion, additional monthly taxable MF contributions, and a decent stock market return. I can then begin serious RE planning. 2. Somehow get my wife to partner with me in planning/strategizing for...

LOL...The good old days of 0%, no fee balance transfers. CC companies were more than happy to loan you money for free. At one point, I had nearly $900,000 in BT outstanding with most of it sitting in online savings accounts. This is when those accounts easily had 3% interest rates. That lasted...

Congrats and sorry about your friend. I know how hard that can be and how hard it can be to explain to folks that aren't animal lovers. I have many of the same feelings as you. Every work day is a drain for me even though I work at (supposedly) one of the greatest tech companies in the world...

+1 This is me perfectly. Even when I try to back it down, knowing that I would be fine in terms of my stature in the org, I just can't seem to keep it up and go back to overworking and worrying about everything.

+1 to rescue dogs, especially if you can devote a little more time than normal to a pet! It is so worth it for you and to save a dog from a horrible existence! We got our Ahsoka from a local IL shelter and she has been the best dog I've ever known. All we knew about her is that she was a stray...