I Retired! Here’s My Portfolio Update November 2024

Curious about a real retiree’s portfolio? In this November 2024 update, I’m pulling back the curtain on my early retirement finances! I’ll share how I retired comfortably on a modest income, revealing the exact balances in my accounts and the growth that’s helping me cover my monthly expenses. Wondering if my investments are keeping pace with retirement costs? I’ll break it all down to ease your fears and inspire confidence in your own financial journey. Perfect for retirees and early retirees looking for practical insights to optimize their retirement plans! Don’t miss this exclusive peek into a real retirement portfolio..

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✅ Cool Retirement Swag: T-Shirts, Hoodies, Mugs, etc.
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⏰ Timecodes ⏰
0:00 Portfolio Curiosity
1:48 Savings Account Balance Review
1:30 November Splurges
2:29 Retirement Account Review
6:40 YouTube Earnings Update
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Hi, I’m Trena, and I retired comfortably at 59 with just over $500k! I’ve got the inside scoop on how to achieve financial freedom, even on a modest income. This channel is your ultimate guide to retiring early without needing a huge nest egg. I’m thrilled you’re here!

I’m passionate about helping you retire early so you can live a life you truly love! Let’s work together to plan for financial independence, escape the 9-to-5 grind, and enjoy the freedom of early retirement. Discover valuable tips on mindful spending, practical strategies for financial independence, and my personal early retirement journey right here!
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✋DISCLAIMERS: These are the financial planning strategies and tactics I implemented to retire comfortably at 59 with $500k. Information on this channel represents my thoughts and opinions only. All content on this channel is intended for informational and inspirational purposes only. I am not a financial advisor. Talk with your financial planner to determine what makes sense for you. Do your own research and contact a professional with any questions you may have regarding any information you have seen or heard on any YouTube channel.

⚠️ Scammer Warning ➡ PLEASE READ! ⚠️
Be careful of scammers. In the comments section, I will NEVER ask you to contact me, offer any investment products, or anything similar. Some scam bot commenters 'ask' for investment help, and later, other comment bots reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them!

[retirethisway]

How's dd your portfolio do last month?

[mikeallen]

I love how you share REAL numbers. This is so helpful. I can’t relate to most of these folks who just generalize the numbers. Thank you for sharing!

[chrisnegele]

I retired 2 days ago. I told my employer 3 months ago I would go on December 31, Wednesday my boss told me I could stop coming to work but I remain on the payroll until 31 December so yippee. Very strange to not even think about work the last two days! I like your video’s keep them coming.

[MrJpj]

As I eyeball retirement with a similarly sized nest egg in early 2026, I find myself looking forward to your monthly update with anticipation. Your transparency is refreshing.

[Jdid-kczs]

Congrats on your 1st payout! I'm really enjoying your content as it's perfect timing for me!

[dforrest]

I follow some other retiree YouTube channels, and you’re one of the few female led channels, which may give you a unique perspective. Nice job and happy retirement!

[deerhunter]

Thanks for being up front and transparent!

[Rottingboards]

If the E-Bike gets you off the couch...then it was a fantastic buy. I always tell people, "Yes my bicycle is expensive but so is open heart surgery." Have fun on the trails and get a good bike lock. Never leave your bike unattended. I always lock mine if I am sitting ten feet away. Happy for you!!

[genelevesque]

You down to earth approach is refreshing. Thank you for your transparency!

[Westcoastguy]

I subscribed to your channel because of your transparency. Thank you for showing your numbers and good luck to you in the future.

[paulmlemay]

Congratuations! Your asset allocation is VERY personal, so I wouldn't let anyone tell you how you will be comfortable. Your YouTube income is super nice and your videos help us understand our own situation. Thank you.

[emerycreek]

November was a very good month. Just over 4% up. I'm happy for you about your YouTube income. You earn it.

[coastalhillbilly]

When the markets and portfolios are up, it’s Good to take more for the things you need and some of the things you want, especially in the early years of retirement when we are still strong and active

[billhaskins]

I am beyond grateful to you. your channel is truly life changing. Thank you for all of the information you share. Be Blessed.

[beringjoyfarms]

Retiring at the end of January next year. Nervously excited about self investment opportunities to occupy my time!

[myvalium]

Congrats on your first payout, and the next one to come! Good move on the bike … after all we’re entitled to enjoy our retirement adventure. Your plan is well thought out, and obviously works well for you. Everyone needs a plan, which seems to be your underlying message.

[johnf]

Congratulations on your investments and active/healthy lifestyle. Many years more.

[wheels]

I took the full retirement age plus 5 months past. Just retired last month. Medicare just started with a supplement plan so a $250.00 yearly deductible and $89.00 a month for it which comes out of a medical retirement fund that will pay myself and my wife's for the rest of our lives.
I have about 5 times what she's talking about so my monthly income is around $14k with the 7 different income streams I have, SS, disability, annuities, rental, and cash Interest. House is paid for, no debt. It's a good feeling that as long as I don't overspend we should be fine.

[jimm]

Nice down to earth presentation... thanks for your honesty!

[kathyrussell]

We just retired last year. Will be following your channel.