Friday was Dan's BD, and we had plans to meet friends for dinner, but first, a business meeting with our financial planner was scheduled for the AM. He walked us through the financial plan booklet he'd prepared for us and as he was talking about page 3 he said, "I think you'll be happy to see the numbers on page 4." <*insert drum roll here*> We're on track and if we retire at the end of August and then after a few lean months, by the following January 2010 we should expect our monthly income to be almost exactly what we're living on now. It was clear that he had almost as much fun saying this as we had hearing it ... especially as right now in the U.S. he's worked with a lot of people whose investments have done so badly that they've had to put off retirement for YEARS.
Our new friends J. and A. met us for dinner at a local bar/restaurant that's popular with sailors. They had just closed the deal on a new boat and they were full of news. We talked excitedly and had dinner, and as we got up to leave we noticed that we were the last ones there. We got home and I was stunned to learn it was 11 PM. We had spent 4 hours at that restaurant table! I sent an email to J. and A. that said OMG I can't believe we talked about boats nonstop for 4 hours and never noticed the time passing! They sent back an email saying they'd noticed the same thing. Sounds like this particular friendship is off to a roaring start!
2 comments:
Sounds like one cool financial adviser! I'm glad we weren't planning on retiring this year, or we'd be SOL. :)
The good new is, we aren't planning on retiring for another 30 years or so...
Glad you had such a wonderful connection as well. I love those meals when time flies by because you'd been chatting about something of interest. :)
sounds like good good chemistry for a long lasting friendship!
Post a Comment