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 take place in the first year. How can you be strategic during that time and set the tone both emotionally and financially? In this episode, Phil walks through five essential steps for making your first year of retirement a success.

Here’s some of what we discuss in this episode:

💵 Establish a withdrawal strategy  

🧭 Pursue purpose so retirement feels meaningful, not empty

🏃‍♂️ Prioritize health and movement while you can

🎯 Test-drive financial and lifestyle choices to see if they’re a good fit

📆 Use year one to set habits that last

 

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