Vol. 01 · Issue 04

The Smart Money — Weekly personal finance dispatches

Personal finance for people who want to be great with money — written by the friend who already is.

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Joining soonThe Retired Millionaire Next Door

Marcus Hale

Retired at 58 from a decidedly ordinary career. The math is boring. The discipline was not.

Retirement DeskWealth Preservation Desk

About Marcus

Marcus never earned more than a modest six-figure salary, never had a windfall, and never touched a hot stock tip. He retired comfortably by doing five or six unglamorous things consistently for thirty years.

On the Retirement Desk, he writes about the honest tradeoffs: when to claim Social Security, how to think about the go-go years, and the small mistakes that quietly cost people six figures.

In their own words

The math is boring. The discipline was not.

Marcus Hale, The Retired Millionaire Next Door

The money story

Marcus's father died at 61, three years before he was supposed to retire, leaving a plan on paper and a family unprepared. Marcus decided at 28 he would not repeat that. He automated everything, ignored every hot tip for thirty years, and walked out of his job at 58 with more than he needed and a marriage still intact.

Signature playbook

The Boring Five

Five decisions, made once, that quietly did 90% of the work of getting to retirement.

  1. 1

    Max the Match

    Never leave employer match on the table, ever, at any job.

  2. 2

    Automate the Raise

    Every raise, half went to lifestyle, half went to the 401(k). No debate.

  3. 3

    One Fund, Then Forget It

    Target-date or three-fund portfolio. Rebalanced yearly. Never touched in a downturn.

  4. 4

    House You Can Afford

    One mortgage payment under 25% of take-home. Never refinanced to pull cash out.

  5. 5

    No New Debt After 50

    The last decade of earning is for finishing the mortgage, not starting a boat loan.

A taste of the beat

Sample headlines from Marcus's desk.

  • The three biggest mistakes I watched friends make in their first year of retirement.
  • Social Security at 62, 67, or 70: the honest tradeoff, not the internet answer.
  • Why the go-go years are worth spending on — and what to cut instead.

Rules I won't break

The non-negotiables — the things Marcus refuses to recommend, no matter how good the pitch.

  • Never buy something on credit that depreciates.
  • Never sell equities in a downturn.
  • Never retire without a written spending plan for year one.

Filed by Marcus

First dispatch coming soon.

Marcus is joining the masthead soon. The Retirement Desk opens with their first dispatch.

Get notified when it drops →

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