EPISODE · Oct 2, 2025 · 10 MIN
The 5 Must-Do’s In Year One of Retirement
from Dollars With Dennis · host Dennis Horr
Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/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. So how can you be strategic during that time and set the tone in the right way, both emotionally and financially? In this episode, Dennis breaks down five must-dos that help new retirees launch with confidence. Here’s some of what we discuss in this episode:💰 Create an income plan and know where your money is coming from🧳 Budget for travel so you can enjoy your go-go years without overspending🏃 Prioritize health and build routines that keep you active and engaged🔄 Test-drive lifestyle changes before fully committingOur website: https://www.401k.faithPhone: (513) 898-1897Contact our team: https://www.faith401kmgmt.com/contact_us/Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/Join one of our upcoming events: https://www.faith401kmgmt.com/events.htmCheck out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7gFacebook: https://www.facebook.com/profile.php?id=100063561056644LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/X: https://x.com/dennishorr
What this episode covers
Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ 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. So how can you be strategic during that time and set the tone in the right way, both emotionally and financially? In this episode, Dennis breaks down five must-dos that help new retirees launch with confidence...
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The 5 Must-Do’s In Year One of Retirement
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