“I am retired, and my wife is an employed physician. She is 56 and would like to retire as well.”
‘He even bragged about his Mercedes-Benz:’ I rejected two egotistical advisers. I managed my life savings and they tripled over 25 years. Did I do OK?
“We do not take out-of-country or five-star vacations. Instead, we enjoy time with family and friends and hobbies.”