The 5 Must-Do’s In Year One of Retirement

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Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially? In this episode, Scott breaks down the five must-do’s in year one of retirement that go far beyond just managing your portfolio.

Here’s what we cover in this episode:

✈️ Balance enjoyment with financial responsibility in the “go-go years”

💸 Set up a retirement paycheck, not just random withdrawals

🧭 The importance of routines, hobbies, or volunteering

💪 Assess and Strengthen Your Health

 

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