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Helping Public K-12 Educational Colleagues Who Teach Our Children Understand and Succeed with Volunteer Retirement Plans, 403(b) and 457(b).

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The Latest from the Late Bloomer Millionaires

Book Review: The Soul of Money

Book Review: The Soul of Money

Posted by Steve Schullo, PhD on Apr 19, 2017

If you want a more emotional, personal, and passionate point of view of money, read my review of The Soul of Money by Lynn Twist. It is surprising similar to John Bogle’s Enough book.

Steve’s Q1 2017 Returns of his Portfolio and “Dating”

Steve’s Q1 2017 Returns of his Portfolio and “Dating”

Posted by Steve Schullo, PhD on Apr 11, 2017

Yep, you read the title of this blog correctly. But first I apologize, as it’s been a long time since my last post.

Since the beginning of the year, my portfolio and my personal life are growing and changing. As you know, I have experienced the worst personal loss of my life for the last 1.5 years. Because of my work with a grief group, 1 X 1 with a life coach, and maintaining connections with family and friends, being single again sucks sometimes, but I have begun the impossible, dating! I had never planned to be single so soon in my retirement and in the most shocking way. So what am I doing differently? I put my personal profile on a couple of dating sites, and I have actually gone out on coffee, hiking and dinner dates for the first time in 40+ years! I am beginning to appreciate being free and single again. I can do anything I want, and I have the financial resources to do just that.

Besides my personal life going in a positive direction, this stock market continues to grow, and so does my portfolio. Take a look at how my investments performed, my asset allocation and my costs. It’s only one click away.

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