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
Your Guide:
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
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.
You’ll also hear how to find purpose when work no longer defines your days, why prioritizing your health can actually protect your wealth, and how to assess major lifestyle decisions before locking them in. The habits, routines, and choices you make early in retirement will echo through the years ahead. Be intentional now, and you’ll set yourself up for a retirement that’s not only financially sustainable but also deeply fulfilling.
Dive Into This Episode:
0:00 – Must-Do #1: Learn How to Adjust Financially
3:07 – Must-Do #2: Establish a Sustainable Income Plan
9:05 – Must-Do #3: Pursue a Purpose
13:36 – Must-Do #4: Take Stock of Your Health
16:30 – Must-Do #5: Test-Drive Your Long-Term Plans
