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

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Manage episode 507124936 series 2412204
Content provided by Scott Dougan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Dougan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

💼 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.

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

📞 Call us: 913-393-4724

🌐 Visit our podcast website: https://listentoscott.com/

📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit

Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html

🎥 Subscribe to our YouTube channel for more retirement insights!

🔔 http://youtube.com/@erg-kc?sub_confirmation=1

📰 Read our latest articles on Kiplinger:

https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser

📌 Follow us for expert retirement planning tips!

https://www.facebook.com/elevatedretirementgroupkc/

#retirement #retirementplanning

  continue reading

206 episodes

Artwork
iconShare
 
Manage episode 507124936 series 2412204
Content provided by Scott Dougan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Dougan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

💼 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.

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

📞 Call us: 913-393-4724

🌐 Visit our podcast website: https://listentoscott.com/

📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit

Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html

🎥 Subscribe to our YouTube channel for more retirement insights!

🔔 http://youtube.com/@erg-kc?sub_confirmation=1

📰 Read our latest articles on Kiplinger:

https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser

📌 Follow us for expert retirement planning tips!

https://www.facebook.com/elevatedretirementgroupkc/

#retirement #retirementplanning

  continue reading

206 episodes

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