Your Retirement Life: Our Cabin on Kodiak, Alaska

I’ve been working with Dr. Lee for 16-years. He was only 53 when he became a client. Even back then he was the millionaire next door.

But for about two weeks of every month, he doesn’t have any neighbors. That is unless you happen to have a cabin on Kodiak Island, Alaska. Even then you probably won’t see each other. Overlooking the water, his cabin is a fly cast away from world-class King Salmon fishing. He loves to fish.

He also loves to share his knowledge and to keep learning.

Before he retired he would sharpen his professional axe teaching university students about oral healthcare. Today he still attends a financial seminar every year to keep up on the world of finance and investing. You wouldn’t believe some of the horror stories he’s told me from investors he’s spoken to at these events. Oftentimes he sums up the seminars like this: “You know E.J., it turns out compound interest still works.”

Dr. Lee knows investing is simple. He also knows realizing investment success is difficult to do. That’s why we’ve worked so well together for so many years.

“E.J.-I was out at my cabin on Kodiak recently with some friends. Talk got around to how can you afford to do this. I told them about what we recently talked about and the idea for this Thank You note was born. I’m the one in the center holding the homemade note. They all send their thanks since this probably wouldn’t have been possible without your help. Have a great day. Lee”