Dan Caplinger
speaker
1,800 appearances
17 recordings
4 series
first heard Oct 2023
last heard yesterday
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 16 in all, peaking in Nov 2025 with 3.
Appearances
my regular budget and I try to use spreadsheets to figure out where I'm gonna be with my investments and what effect changes in how I invest might have on what my future looks like.
I do use some online calculators.
The social security websites calculator for social security has been extremely helpful.
In addition, there are some calculators on the Motley Fool website that I've used really just to kind of double check my numbers on my spreadsheets and also to try to get some additional insight on
Kind of what the established financial community would tell me is the right answer.
And then I can kind of customize and do my own tweaks to make it more my own because I know what my preferences are.
I know where I differ from kind of where the mainstream thinking is.
And so making allowances in my own personal financial plan that I can do, but I still like to know kind of where the baseline is.
What's preventing you from retiring?
It's a combination of factors, bro.
But I'll tell you, I mean, I've been thinking about retiring for a long time now.
When I was a younger person early in my career, I'd kind of set age 50 as my target for early retirement.
That was at a stage in my career that I wasn't as happy with my work as I have been at the Motley Fool.
And so being at the Fool kind of took away the urgency for, okay, I got to get out of this rat race as quickly as possible.
At the same time, it just so happened that my 50th birthday came right in the middle of COVID.
And so I had been thinking about it.
I had about $2.5 million in retirement at that point.
And my numbers, I'm not that profligate a person.
My budget, I think I could have made that work.
The early healthcare before Medicare is always the big factor there.
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