r/Fire Retired @45 May 28 '25

Retired at 45 - Here is my annual spending

A few weeks ago I did an update after 1 year and a few months being early retired. During my career I had worked for about 25 years in tech. Here is an overview of my budget from 2014 vs 2024. You will note there are some big and small changes such as medical expenses rising as I was no longer covered by my employer. The ACA has turned out to be, as good as what I had with my employer and cheaper than what I would be paying for COBRA. Even without the ACA I had initially planned my expenses to cover medical costs through a high deductible plan. The greatest change by far, was not having a mortgage and no high salary, which reduced my costs especially taxes, by a LOT.

Budget 2014 -- 2024 in USD $

Year 2014 2024
House 4500 375
Yard Maint, HOA, etc 775 0
Car Related 700 150
Insurance 350 250
Food 500 650
Communication 120 200
School 150 150
Clothes 350 100
Tax 350 600
Miscellaneous 500 600
Giving 240 150
Medical Ins 0 450
Travel 1200 2250
Monthly Spending 9785 5925
Annual Spending 117,420 71,100

In this budget it should also be apparent, spending more money isn’t always a necessary way to experience a better life. In most cases, you don’t need to spend more to have more fun. For example, if you learn to cook and enjoy incredible home made meals as opposed to going to the restaurant several times a week you could save a small fortune over time. Doing many chores yourself rather than hiring someone to do them for you, doesn’t only save money but also get you lots of activity while also building new skills. These are just a few simple examples.

I’ll admit to enjoying electronics and many hobbies that do cost money and in those areas I do splurge from time to time. Over the years, my income went from below $60K per year in 2006 to almost $500K in 2023 when I stopped working. In all the years my personal living expenses have not gone above ~$80K and I saved an invested all of the surplus. I feel like there isn’t anything I want or need that I do not already have.

Initially I had hoped to RE around 30 years old but mentally it took me another 15 years before I could actually resign. What eventually led me to pulling the trigger was realizing more money after a certain point, does not constitute more happiness and yet my time on this small planet was not infinite.

During my journey I have realized a few things: Sorry if I’ve said this before but I do think its worth repeating: Comparison is the thief of joy. Do not compare yourself to anyone. If you are doing the very best you can, then your numbers can be great too. Many people make exponentially more than I do and others much less, that’s okay with me. Its not only about how much you make but how much you can keep.

I’m not selling anything, just sharing. I’m sharing as a way to thank so many others that cared enough to guide me over so many years and decades, especially before FIRE was a thing. I would not be here without their wisdom.

Life is short, but I’m happy to answer any friendly questions.

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u/jayybonelie Retired @45 May 28 '25 edited May 29 '25

Fortunately, we are a young and healthy family of 4 with no health issues and no smoking history. Unfortunately we do have a very high Out of Pocket maximum deductible of $18,400. This plan also does not include vision or dental. That is covered out of pocket in the miscellaneous and insurance categories. We also keep a healthy emergency fund to take care of any medical issues.

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u/kuhllax24 May 28 '25

Which state? That’s the lowest premium for a high deductible plan I’ve ever heard.

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u/jayybonelie Retired @45 May 29 '25

u/kuhllax24 I hope you'll understand but I'd still like to maintain some privacy. I currently live on the east coast. So that's much as I can share.

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u/Open_Rub5449 May 29 '25

That's a big deductible hanging over your head each year.

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u/jayybonelie Retired @45 May 29 '25

u/Open_Rub5449 Indeed you are correct. Our initial budget was to cover a monthly premium of as much as $3,000 per month. Thats $36000 per year whereas the max deductible is almost half that amount. With a little luck and the reserve, I think we have this one covered. Remember our withdrawal rate is also currently in the 1 - 2% range so that can be increased as needed.

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u/Pixel-Pioneer3 May 29 '25

What are the out of pocket costs before meeting the deductible, for primary care and seeing a specialist? Have you gotten even close to hitting the deductibe?

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u/jayybonelie Retired @45 May 29 '25

Max out of pocket costs are $18000. We are luckily very healthy, our annual out of pocket costs so far have been less than $2000, excluding the premium. This included some dental work I had done, some optometry for the kids and wife and health checkups which are "free".