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EPISODE · Sep 4, 2025 · 41 MIN

The First Year of Retirement

from Simply Financial with Kevin Wray · host Kevin Wray

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? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Episode metadata supplied by the publisher feed · Published Sep 4, 2025

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The First Year of Retirement

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