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Background

How old are you? Do you have a spouse/partner? Do you have any children?

I am 61.5 y/o.  I have a wife, 2 grown boys with wives and a grandson

What part of the country do you live in? (ex. Suburbs of mid-Atlantic city, rural mid-western town, downtown west-coast city)   

We live in the Mid-Atlantic of Central Maryland. The area is suburban

How would you define “a rich life”? What does “living a rich life” mean to you? Can you provide any examples of how your definition evolved to what it is today?

A life with balance between work, play, and family.  Achieving a rich life with financial stability. Being able to have enough money saved to balance work, my wife, my kids, and my parents 

What are some daily/monthly/yearly habits that have helped motivate you to reach your goals and how have they produced results for you?

Financially– putting away 30% of each paycheck to cover extra IRS taxes. Daily and weekly exercise.  Setting goals for exercise and exercising with a partner.  I ran 5 marathons and I trained with the same partner

Professional:

Business or Career part of life, aka your job

What are some habits that have helped you in your career/professional life? Can you provide some stories/examples of the habits?

Doing the most important things first. The book by Stephen Covey “The 7 Habits of Highly effective people” is a good resource and has examples

What are some habits that you wish you didn’t have during your career/professional life? Can you provide some stories/examples of the habits?

Trying to be a perfectionist

How much time do you devote to your career/profession (work)? What is your work-life balance like? 

I’m retired now so I am able to devote all of my time to what I want.

Family & Friends:

Those people you love unconditionally even if they drive you crazy // Like-minded people you choose to spend time with

How have you been able to keep healthy and long-lasting family & friend relationships?

To keep things working there has to be some give and take.

Why have some of your family & friend relationships not lasted?

Following the lines of my previous answer, not giving and receiving equally.

What habits (actions done repeatedly) have you used to keep family & friend relationships going?

The best friendships I’ve kept up with are those that I connect with regularly.

Physical:

The body

At what point in your life were you the most physically fit? Why?

I was age 40 and I was in the middle of marathon season training.

What was your schedule/life like during that time-period?

5:30 am runs, being at work by 8:30am working to 6:00 or 6:30 and eating all the time. Had to replace all those calories I burned.

What habits did you use during that time-period?

Lots of time management. While running took up a lot of my free time, I had to balance all of my other obligations.

Mental:

Intellectual and cognitive parts of the brain

Are you able to stimulate your mind as much as you would like? Why or Why not?

Yes, I do a variety of activities ranging from athletics, playing cards, and working with my hands. I am currently working on sewing my first custom-designed quilt.

Spiritual:

The soul of a person

How do you spend the time when you are doing things for yourself? How does each of these make you feel afterward? 

I zone out. This allows me to clear my mind and it helps to relax me.

What is your preferred practice to clear your mind?

Taking a long bike ride with a book on my ear piece.

Financial:

The monetary situation

What habits do you use to keep your budget under control? What software/tools do you use if any?

Save 30% of each paycheck, pay off every credit card bill every month.  I keep it all straight using Quicken

How have you been able to increase your net worth? By earning/saving/investing more? How? Please provide examples.

Investing in stocks and bonds regularly and starting at a very young age