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Pretty much retired for over a year...
08-22-2014, 08:40 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Aug 2014
Location: Red Rock Country
Posts: 1,932
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Pretty much retired for over a year...
(just turned 63) but have not started to draw on any SS, pension or IRA's. This site seems to have a wealth of info on the various approaches to optimizing income for the retirement years and I'm looking forward to digging into it. I do get a lot of invites to lunch/dinner for presentations on retirement strategies and wonder if they are worth the time or are simply investment adviser marketing ploys.
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08-22-2014, 09:01 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Feb 2014
Location: Williston, FL
Posts: 3,925
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I have been to a few 'free' diners. They are sales presentations, relatively painless, and actually free.
After you get the information, go home and validate it.
__________________
FIRE no later than 7/5/2016 at 56 (done), securing '16 401K match (done), getting '15 401K match (done), LTI Bonus (done), Perf bonus (done), maxing out 401K (done), picking up 1,000 hours to get another year of pension (done), July 1st benefits (vacation day, healthcare) (done), July 4th holiday. 0 days left. (done) OFFICIALLY RETIRED 7/5/2016!!
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08-22-2014, 09:34 PM
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#3
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Thinks s/he gets paid by the post
Join Date: Sep 2012
Posts: 1,570
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 Quote:
Originally Posted by Senator
I have been to a few 'free' diners. They are sales presentations, relatively painless, and actually free.
After you get the information, go home and validate it.
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After you get the information, go home and throw it away.
Then be prepared for follow up calls.
Sent from my iPad using Early Retirement Forum
__________________
You know that suit they burying you in? Thar ain’t no pockets in that suit, boy.
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08-29-2014, 12:36 PM
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#4
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Full time employment: Posting here.
Join Date: May 2011
Posts: 873
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Go eat the free dinner and don't get any information. That way you aren't tempted. :-)
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08-29-2014, 12:50 PM
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#5
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Apr 2013
Posts: 11,078
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Ain't no free lunch, or dinner either. If you go just realize the dinner is a marketing tactic. Some folks like this stuff, my FIL/MIL used to go to any free timeshare pitches, FAs..... take their free stays/meals and laugh all the way home.
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08-29-2014, 12:57 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Jul 2009
Location: Miraflores,Peru
Posts: 1,992
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My Father & Mother used to take the free bus trips to Atlantic City, walk along the boardwalk, have the free buffet, then cash in the $30.00 in chips and go home!
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08-29-2014, 01:49 PM
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#7
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2008
Posts: 5,214
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Quote:
Originally Posted by MRG
Ain't no free lunch, or dinner either. If you go just realize the dinner is a marketing tactic. Some folks like this stuff, my FIL/MIL used to go to any free timeshare pitches, FAs..... take their free stays/meals and laugh all the way home.
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Has anybody received an invitation from Personal Capital? I live in the bay area, and they invite d me to a yaht cruise in SF - Wine, Hors d'Oeuvres and dancing to some live bands, it says..
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