Four years ago, the world was coming to an end. Bear Sterns blew up in the Spring of 2008 and on September 15, 2008, Lehman Brothers filed for bankruptcy. I vividly remember the Dow Jones closing down 500 points or -4.4% on September 15 after the news to around 8,100. But things got much worse as the Dow plummeted to around 6,600 in February, 2009.
Four years later, the Dow Jones has doubled to ~13,000, the unemployment rate has risen to 8.2% from 7.0% (but off the 1/2010 highs of 10%), mortgage rates are at at all time lows, and the world is still spinning. We also have a massive national debt in the US, a European debt crisis, a slowdown in China, and soaring unemployment for those under 30 in South America.
I would think that most people over the age of 27 would objectively say that 2012 is a much better economic time than 2008. If you were still in school in 2008-2009, you missed how dire things were. I had friends getting laid off left and right. Instead of telling people they lost their jobs, proud colleagues would say they were going to graduate school as applications soared by 30% YoY. I was wondering every week when my last day would come. I certainly did not have any control over my employment destiny as I dictated this year.
WE WERE YOUNGER THEN
Despite all the good and bad, the one unequivocal fact is that we were all four years younger then. We’ve now got four years less to live, to make our fortune, to find our true love, to make a difference. My how quickly time passes us by.
We’ve only got so many steps within us until our knees go out and our hearts stop beating regularly. Yes, I believe we are better off now than we were four years ago, because how could we not be? 2008-2009 marked the worst economic crisis of our lifetimes! Yet, if you were to ask me whether I’d be willing to return to the fall of 2008, I would say absolutely!
The main reason why I engineered my layoff is because I am acutely aware of the passage of time. Because I grew up in six different countries and proceeded to work in New York City and then San Francisco, my memories since I was two years old are incredibly vivid. Each place served as a mental anchor point. Time feels like its accelerating, nagging me to start completely living life on my own terms.
For example, I clearly remember loving the taste of a Pepsi in a milky white old bottle in Zambia when I was two. I was sitting in a high chair at an outdoor restaurant with my family during the day. At the age of four, I remember playing with my godmother’s make shift room made of an oval curtain on a snowed in winter’s day in Virginia. At the age of six, I almost set our apartment on fire in Osaka after discovering how to light a lighter for the very first time.
If I had lived in one place all my life, I wonder if I would be able to remember as much, or whether everything would just blur together. I also wonder if time would slow down. Instead, with each move and with each language learned, I see my life as a series of chapters that closes as soon as they are opened.
PROGRESS AND OPTIMISM
Financially, the average 401K balance has breached the $69,000 2007 highs of five years ago (somewhat sad if it has not). Surely most of us who have been working all this time have also seen our savings and net worths increase from four years ago. But of course there are plenty of cases where people have lost their jobs, depleted their savings, forced to live with their parents, and find getting back on track to be extraordinarily difficult.
I’m not sure what I would do if I were them, but four years ago I was afraid of the state of the world. There was little doubt in my mind that I could be tossed to the side after nine years of service to my company. I needed an outlet, so I began to read other people’s stories. Then I began to write my own in 2009.
After the scare, I raised my after tax savings rate from about 55% to over 70% because I no longer wanted to be afraid of exogenous variables ruining my life. I wanted to feel in control again, as we all do. Savings is a small price to pay for financial freedom.
At the same time, I wonder if those who do not save, or who do not save as much have the ultimate gift of already feeling financially free? As someone who now feels more financially free, I hardly save as much for the future anymore. Instead, I’m focused on getting out of the savings mentality and spending as much as I comfortably can. It’s very hard to go from saver to spender after so many years. Perhaps the same is true in reverse.
CHOOSE YOUR PATH
Four years ago, I was not in a position to control my own destiny. My success was at the whims of the economy, the market, and upper management.
Today, I feel completely different. Perhaps not so much because of the establishment of various income streams, but more so because I’m just older. There’s an age in everyone’s lives where we feel fully confident in our own decisions. There’s also an age where we fully understand what we want and what we don’t need. We have deeper perspectives, or perhaps they are just different.
The ability to choose your own path is better than money and recognition. Because when you get to choose your own path, you get to work together with time.
Readers, are you better off than you were four years ago? Do you feel time speed is accelerating? Do you agree that being able to choose your own path is better than money or accolade?
Photo: Outside of Ann Frank’s House in Amsterdam. We are much better off than 70 years ago. SD.
Note: The Yakezie Epsilon Member Posts will begin by September 10. For those going to Fincon this week, we’ve got a Yakezie meetup on Thursday evening. Please ping me for details.
Regards,
Sam
Are we better off? Without question yes. Are we going in the right direction.. no. My biggest concern, which might be recency bias, is more economic trouble in the not too distant future.
Were we not going in the right direction for the past four years to allow you to be better off? If so, is there a sudden change coming you think?
Sam, four comments to this.
First.. I’m personally better off than 4 years ago, but it certainly isn’t just the market for the reason. If I was to rest on my laurels,income wise I would be much worse off.. much. My sources of income has changed dramatically since 4 years ago.
Second.. Just because I am personally doing better doesn’t mean society as a whole is doing better. I am one data point. Even though markets are better and company profits are very good, unemployment is awful. Especially long term unemployment.
Third..Is Obamacare, new laws, new regs, new taxes, $1.1T deficit, and $16T in debt in place in the past 4 years are they pro growth? I would say no.
Fourth – Most of improvement in the economy was mostly because of FED policies, and Q1 (Q2 and twist not so much). That is pretty much tapped out and even Q3 occurs it won’t help much except for increasing commodity prices, and slightly increase the stock market values, but will do little to improve the overall economy.
My prediction is if the current president wins the same slow economic growth we have experienced will occur. And don’t mistake me for thinking all issues will be solved with Mittens either.
We need policy improvements to move “forward”, not monetary.
Is it not ironic though that the richest citizens who rely on investment income for wealth and income have benefitted the most though?
Seems like most of us are self sufficient and dependent on ourselves no?
In the demo you target, yes.
2009 was the year that I graduated from college. I was graduating at one of the worst times in terms of employment in recent history. I am happy to say that I have worked hard and am starting to feel in control of my future. I’m nowhere near financial freedom, but well on my way.
Would you say you are one of the lucky ones to have found a job after college in 2009? I remember 2009 vividly, and man was it brutal!
Kind of – I also utilized my work experience in college and took a job at a lower rate than I would accept now.
Four years ago I wasn’t in PF blogging and didn’t follow up on any great advice that I see from bloggers now. Now that I started down this path I’ve actually been able to save, reduce debt and plan for the future. Yes, I’m much better off than I was 4 years ago :)
That’s something else I hadn’t thought of. 4 years ago I wasn’t blogging and wasn’t reading anything about getting a handle on my finances, etc. Since I started blogging, I too have learned SO MUCH about money, relationships, the internet, politics… the internet can suck and is full of garbage, but it can also be a wealth of information!
Four years ago I was in college watching everything fall apart my senior year. I was fortunate to have se cured a full time job offer from my internship the previous summer and have been doing well since due to my dedication and hard work. It would suck if I didn’t get a job after college but I worked my butt off so it wouldn’t happen. Instead I graduated into the doom and gloom economy we are still in today. Hopefully things get better in the next few years.
Man, must have been tough for so many to graduate during Armageddon. I’m glad you were able to parlay your internship into a FT job!
It’s impressive that you wrote about being better off now versus four years ago without using the words political, democrat, republican or Obama.
I’m definitely better off now than I was four years ago but I’m not sure who to thank for this.
Some pretty skillful prose huh? It’s because this post has nothing to do with politics. The message is about the realization of how much quickly time passes, and to appreciate what has transpired so we can do more meaningful things with the time we have left.
Our net worth and savings (cash, 401k) has definitely increased over the past 4 years…I’d estimate a change of $60-80k in our net worth. My career has changed and despite all of the economic turmoil I feel more secure and free than I have ever been.
I tend to agree that freedom is far more valuable than money, but can’t one argue that they go hand-in-hand? If not for saving and being frugal for the past few years, you probably wouldn’t have had the freedom to engineer your own layoff.
Money and freedom can definitely go hand in hand. There will be a point where you will start asking yourself, “How much more money do I really need?” It’s when you’re comfortable saying you have enough is when new adventures, and dare I say happiness returns.
I fell like I’m better off. I seemed to have been immune to the economic crisis of 2008-09, but am definitely in a better place now. I am more established in my job and talks of layoffs haven’t happened in years. I also have multiple income streams, so I feel better prepared to weather a storm. Time is definitley a snowball running downhill, getting faster and faster. Seems like someone cuts the brakes on my life a few years ago, and there’s no going back.
I’m definitely better off than I was 4 years ago, if for nothing more than that I’ve learned 4 years more of lessons and watched my girls grow up 4 more years. Four years ago I was in a worse financial situation, which taught me better how to stretch a buck and make side income — all stuff that’s still useful today. My life can still be dictated by my boss, the economy, and stuff, but that’s okay too, because in the past 4 years I think I’ve learned to worry a little less about that stuff. Take care of yourself, go to work, take your future self into consideration, and that’s all you can do, everything else will happen when/if it does!
I just finished a fantastic book about Anne Frank’s family leading up to the annex, during it, as well as after. So eye opening. (Treasures from the Attic: The Extraordinary Story of Anne Frank’s Family).
I am definitely better off than four years ago. In fact, four years ago on September 9th I began my job at the environmental agency, having changed careers from something I was not passionate about to something I find purpose in. I started my blog 3.5 years ago, which was one of the best decisions I have ever made (also helps me to be more independent in my path!). Plus, my husband and I have gotten out of non-mortgage debt, bought a home, got married, and traveled to Austria and Alaska. What a four years it has been!
Time seems to be going so quickly. And I think more change is coming as well.
We are lots better off than we were 4 years ago. But, those with less education and lower socio economic status tend to have a much tougher time getting ahead. I’m grateful for our jobs and investments and worry about those who are still unemployed.
Mixed bag. Professionally, I am marginally even. Meaning, yes, I’ve been promoted at least once, but our raises have not kept up with inflation. Meanwhile, our health care premiums have skyrocketed absurdly, like an extra few hundred bucks a month EVERY Year, so I’m paying like $700 a month more now than a few years back. Net-net, my take home pay is losing money to inflation.
However, I have the blog and eventually should be taking some profits from an outsourcing biz and real estate which were both initiated last year. These side income gigs are/will make a big difference to push me into the “Yes” category, better off. The reality is 95%+ of Americans rely on income solely from a single job or fixed income though; so I have to imagine the vast majority of Americans are not better off.
The health care rise is a doozy. Perhaps Obamacare will help? Who knows.
Do you find it strange that 100% of us are better off now than four years ago when you believe 95% of Americans are not?
Do you feel time speed is accelerating? I’ll try to field it!
The Theory of Relativity! Yes… each additional second is a lesser percentage of your life than the second before it, so you have a depreciating frame of reference when looking back in time. (’10 years ago’ for an 18 year old is much different than for his 37 year old father).
Seems like a good explanation to me!
So true. Remember when you were a kid and your next birthday seemed like forever from now? Now, I’m only a month away from the one year anniversary of my gall bladder surgury and I can’t believe that much time has passed already.
Yep.
The 51st year of your 100 year life is 2X the 1st year!
I’m better off than four years ago for sure in a lot of ways, not just financially. And fortunately I don’t feel like time is going a lot faster than it was then. It still can slip by if I’m not careful, but I feel like time actually slows down somewhat when I’m super productive.
Have fun at FinCon! I won’t be able to make it this year but perhaps in 2013!
Maybe I’m just weird then? When I feel super productive I feel time goes by even quicker!
Will miss you at Fincon!
I’d say I’m better off. My IRA has doubled in size (although not THAT impressive, because it’s now up to $1100). In 2008, I made $7000. I made that much money this summer.
I consider myself to be much better off now than four years ago! I have good job, have developed multiple income streams, and things just feel better. Hopefully that will continue going forward!
Four years ago, I was working as a technical suppot supervisor in a call center industry. I may be earning good enough for the family but I do not have much time for my husband and kids. Today, I am a stay-at-home mom, does the house chores, spends more time with my family, but earns much better and works independently at the comforts of my own home. Are we in the right direction? With less debt, more income, and more savings and investment, I would like to believe so.
More money and more free time? Now that is a homerun! Congrats!
I am WAY better off than I was four years ago! My personal well-being probably doesn’t have much to do with the leader of the free world, but I got into the wrong industry during the height of the recession and was laid off on inauguration day. Can’t blame the new guy for 2008!
I’m better off in many ways. I do agree with your time accelerating sensation.
Ask any elder and they will agree, time passes much faster now than it used to.
Grab the brass ring and go for it!
I’m lost on the brass ring analogy. Please explain!
What about a ruby necklace?
brass ring on the merry-go-round — grab it and jump off?
I graduated in 2008 and somehow managed to keep my job when my company did a round of layoffs 3 months after I started, so I’m much better off now than I was 4 years ago!
I consider myself extremely lucky to sell my business right when Lenhman was collapsing.
Here’s the article I wrote for Sam on Financial Samurai,
http://www.financialsamurai.com/2012/08/23/how-i-beat-economic-armageddon-using-1031-exchange/
Since then, I’ve invested profits into other commercial real estate that has enormous potential. In meantime, I have been able to get back into IT and, now I am making more than I ever did in my 15 years of professional work.
It’s coincidental, but Barbara invited me to write about my 40% raise plus guaranteed 20% executive bonus recently. Here’s the link if anyone is interested,
http://barbarafriedbergpersonalfinance.com/how-get-big-pay-raise-without-using-briefcase-technique/
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I was in £30,000 debt 4 years ago. I’m in such a better place now. It’s strange it can happen to anyone.
I am better off. I have a lovely family. Money in my pocket. And 6 pack abs.
Those 3 I didn’t have 4 years ago.
By the way I don’t credit Obama for any of the above.
I’m certainly better off. I have 2 new daughters and a wonderful family life. Definitely more valuable than money… Am I better off financially? Yes, but mainly this is due to taking a new job 2 years ago that pays me substantially more. Not sure if I could have answered yes without it.
Four (+) years ago I was working for Citigroup not knowing which which would come first, my layoff or the stock hitting $0. Maybe its because I was so close to it all, but I can’t take anyone seriously who thinks we’re worse off in 2012 than we were in 2008.
My investment and home values are better! My teaching career is still precarious thanks to the state budget crisis, but I am optimistic we are coming out of this mess soon.
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Better, yes. Going from a negative net worth 4 years ago, to a positive net worth. In both cases not counting house value as I don’t particularly count either the debt or the estimated value of the house.
Why? Simply putting aside more of my income into 401k, and finally starting to build a savings account after NOT having one for over 8 years (primarily due to focus on paying down debt to allow for putting more aside).
I was able to take advantage of the legislation signed into law by Obama and Bush. After all, 2% increase to 401k was due to Obama’s push to give us a break on SS. And both Bush and Obama (who extended Bush tax cuts), and child tax credits.
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