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Im sure my brokerage report would give me the same info, but I make a spreadsheet containing all of our investments (mostly tax-deferred) on one page and make a presentation to the household CEO (wife)(i'm the CFO), and that is where I calculate my overall investment performance. I also make an annual income/expense report showing cashflow.
I retired at age 60 and now realize I could have done it a few years earlier. As much as I was planning - I just had a hard time visualizing cashflow without working. It probably took the first year of retirement to realize I didn't need to worry about it anymore.
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What am I even doing here?
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