Simplified Analysis of Financial Independence Retire Early with Real Estate

The following resources are related to 12 common investing strategies that people seeking financial independence and desiring to retire early might consider.

Part 2: Buying a Single 5% Down Payment Owner-Occupant Property To Live In and Investing 60% in Stocks and 40% in Bonds

Scenario 1 and 2 - Retirement Goal - All Months

In this second Scenario, we will go over Buying a Single 5% Down Payment Owner-Occupant Property To Live In and Investing 60% in Stocks and 40% in Bonds. Here is a video where I explain both the setup of the Scenario and also go through the Charts of the output and compare it to the previous Scenario. Copy Scenario To Your Planner™ Would you like to copy this Scenario to your own Real Estate Financial Planner™ software and drill down into the results or modify the assumptions to see how that impacts the Scenario? Just copy it to your Planner™ … Read more

Part 1: Renting with 60% Invested in Stocks and 40% Invested in Bonds

Scenario 1 - Retirement Goal - All Months

This is Scenario 1 of 12 different Scenarios for a book that I am putting together with a friend of mine. I’ve outlined the default starting conditions for this model in A Simplified Analysis of Financial Independence, Retire Early with Real Estate, but in this Scenario we will be renting so I want to take a few moments to go over how we model that. If you recall, we’ve assumed that we’re earning $5,500 per month at the start of this Scenario, and we are trying to save 20% of that income toward an early retirement. We model income and … Read more

A Simplified Analysis of Financial Independence, Retire Early with Real Estate

12 Scenarios Net Worth

I am preparing to put together a new book with a friend of mine of about 12 different Scenarios. During my preparation for writing this new book, I will be organizing my thoughts here and sharing some of the details about the 12 Scenarios. Shared Assumptions for All Scenarios Within these Scenarios, there are some commonalities. For example, in each Scenario we assume that we earn the exact same amount every month: $5,500. That works out to be $66,000 per year. Furthermore, our initial assumption in each Scenario is that we are saving 20% of our $5,500 per month toward … Read more