Join Early Retirement Today
Thread Tools Search this Thread Display Modes
CFP retired @ 54
Old 09-05-2018, 06:05 AM   #1
Confused about dryer sheets
HunterAdvisor's Avatar
Join Date: Oct 2012
Location: Puerto Vallarta
Posts: 5
CFP retired @ 54

I was a Certified Financial Planner who decided at 54 to give up making oodles of money and the stress that was killing me managing money for 80 families.
My husband & I bought a 100 acre ranch on the beach in Mexico near Puerto Vallarta. I have a happy herd of goats and have been making cheese, growing food and learning Spanish. I love my life, especially here where every dollar is worth about 5 X what it buys up north.
We primarily use rental income from two properties with no mortgages, we have no debt. I chose to take SS at 62 as I was no longer working and my break even was late 70s when I won’t need as much and can draw from 2 annuities. I also don’t trust the government with my hard earned SS given their track record. My husband and I have roughly 1 mil in retirement savings.
As expats we are not subject to state & local income tax. We chose a simple life after tiring of the “wash-rinse-repeat” way we were living in Maine. Plus I hate the cold!
Happy to lend an ear and give input where desired.
HunterAdvisor is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 09-05-2018, 06:35 AM   #2
Jerry1's Avatar
Join Date: Nov 2014
Posts: 5,151
Welcome to the forum. Look forward to hearing about your experiences as a expat farmer. Interesting as a FA that you took SS early and that you own annuities. Those topics come up a lot. I’ll look for your input.

Again, welcome!
Every day when I open my eyes now it feels like a Saturday - David Gray
Jerry1 is offline   Reply With Quote
Old 09-05-2018, 07:17 AM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 7,978
Welcome HunterAdvisor. I see you joined the forum 6 years ago. Looking forward to your posts about life in Mexico. We considered Lake Chapala for awhile for retirement, but chose Florida.
Dtail is offline   Reply With Quote

cfp, expats

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
CFP Process Finance Dave FIRE and Money 7 11-05-2007 06:18 PM
Free CFP financial planning course dylar FIRE and Money 4 06-01-2007 05:45 PM
CPA/CFP Assistance needed. two4theroad FIRE and Money 5 05-23-2007 01:37 PM
Our CFP results for the year Callie FIRE and Money 30 02-13-2007 02:00 PM
Financial Advisor (CFP) Horror Story intercst FIRE and Money 7 07-28-2005 04:55 PM

» Quick Links

All times are GMT -6. The time now is 11:06 AM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2021, vBulletin Solutions, Inc.