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The Long View

Fritz Gilbert: Early Retirement Made Simple

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 27 October 2021

⏱️ 56 minutes

🧾️ Download transcript

Summary

The author and blogger shares tips for finding balance, purpose, and friendship in retirement.

Transcript

Click on a timestamp to play from that location

0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.7

Hi, and welcome to the Longview. I'm Christine Ben's director of personal finance and retirement planning for Morningstar.

0:39.3

And I'm Jeff Patak, Chief Ratings Officer for Morning Star Research Services.

0:43.1

Our guest on the podcast today is author and blogger Fritz Gilbert. Fritz and his wife retired at age 55,

0:49.9

and he has been writing about the experience. His blog is called the Retirement Manifesto.com,

0:55.8

and he also wrote a book about retirement called Keys to a Successful Retirement,

1:00.8

staying happy, active, and productive in your retired years. Fritz, welcome to the Longview.

1:06.8

Hey, thank you very much, Christine, and Jeff. I've been a long-time fan and I'm excited to be on your show.

1:11.7

We're excited to have you here. We wanted to talk to you because you retired early, which a lot of people aspire to do, but not crazy early.

1:19.7

So can you give a little bit of background on your career and how and when you decided to retire?

1:26.2

Sure, Christine. You know, I think mine was a pretty typical

1:29.4

course. I went to college, you know, liberal arts school, majored in business, got out and just

1:34.2

started doing the interview circuit, got a job in the aluminum business, thinking, oh, I'll do it

1:37.7

for a couple of years, get some experience. And 33 years later, I retired from the aluminum business.

1:42.2

So it turned into a very good career for me.

1:45.2

Basically, a corporate America career, worked around corporate headquarters the last 10 years in my

1:50.5

career, but spent quite a bit of time moving to sales offices, plant manager jobs, things like that.

...

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