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FIRE checklist
Early Retirement
FIRE, early retirement, personal Finance, investing, mutual funds, trading, options, real estate crowdfunding, income investing
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Texas, United States
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Sales Trainer
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Latest Blog Posts

My day job for the past 15 years is that of a sales trainer.  I teach salespeople how to overcome objections and how to Start Selling with the word, “no.”  For years I’ve instructed them to not cease their persuasion until they’ve heard their customer tell them “no”  four times (though recently I’ve toned that […] ...
Posted: Mar 17 2018 @ 3:30 PM
The name for this financial blog is “Fire Checklist.”  There are so many folks like me who desire to say goodbye to Corporate America and retire early.  There’s MANY “FIRE” blogs all associated with the same subject matter, financial independence, retire early.  I don’t want to be just another FIRE blog.  I want to provide […] ...
Posted: Mar 13 2018 @ 11:51 PM
First of all, anyone I come across an online offer that I think is worthy of your consideration,  I’ll post it here.   This is an offer that I am personally going to take advantage of and this is my greatest endorsement.  DISCLAIMER:  I am not an affiliate of Betterment nor American Advantage programs.  I […] ...
Posted: Mar 13 2018 @ 7:24 PM
I’M ABOUT TO GET VERY PERSONAL….If you’ve read my First post you are aware that F.I.R.E. is my goal by the year 2023.  FIRE is a popular acronym these days , it means Financial Independence, Retire Early.  I’m a fit and healthy 51-year old.  So fit that I’m considering adding a new “Fitness Over 50” blog (any potential […] ...
Posted: Mar 11 2018 @ 10:55 AM
RE: Real Estate Crowdfunding, Part I In my first segment on my series of articles on Real Estate Crowdfunding I explained that this asset class currently comprises 32% of my overall asset allocation.  I feel very strongly about real estate investing and I find that the crowdfunding online investment platform the “new frontier.”  Imagine owning a slice […] ...
Posted: Mar 07 2018 @ 6:20 PM
Yesterday’s article on selling puts received a great deal of attention on several forums.  In fact, I submitted a edited copy of the blog posting to Seeking Alpha for a future, featured article.   In the realm of Options Trading and it’s complexities, there are several stages, with a little more experience or expertise required at each stage.  I […] ...
Posted: Mar 04 2018 @ 4:56 PM
Have you ever heard that trading options is a zero-sum game'   What on earth does that mean'  DEFINITION: a zero–sum game is a situation in which each participant’s gain or loss of utility is exactly balanced by the losses or gains of the utility of the other participants.  Huh'''  How’s this instead; a situation in which one […] ...
Posted: Mar 03 2018 @ 5:01 PM
As I’ve written recently here: Allocations III , Real Estate Crowdfunding comprises 32% of my liquid net worth.  Some of my readers are probably scratching their heads on this one.  “Does he mean rental properties' Or REIT’s'”    Not exactly. Real Estate Crowdfunding has only been around for a couple of years.  It is a direct platform […] ...
Posted: Mar 02 2018 @ 5:35 PM
Whatever moves Warren Buffett (of Berkshire Hathaway) makes, the world notices!  The Man (more a Demi-God) moves markets.   I finally had a chance to read thru the WSJ, weekend edition and lo-and behold, the first page article details Berkshire’s current cash position, a whopping $100 Billion stashed in T-Bills!  He has held this sizable cash […] ...
Posted: Feb 25 2018 @ 1:20 PM
  Today I purchased a couple of asset classes that I found very attractive; REIT’s and Treasury strips (via ticker: ZROZ).  Lately bonds have been selling off along with all interest rate sensitive sectors.  I couldn’t resist jumping into Real Estate Investment Trusts (or REIT’s as they’re called).  These are way down in price so […] ...
Posted: Feb 21 2018 @ 11:58 PM


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