EPISODE · Aug 24, 2026 · 12 MIN
The quiet first year of retirement.
What financial decisions matter in your first year of retirement? When you retire, the urge is to tell everyone. But the first year quietly decides more than the announcement does: which accounts you draw from, what you pay for health coverage before Medicare, who inherits your accounts, and how much tax your spouse would face alone one day. These choices rarely feel urgent, which is exactly why they get made by default. This is a look at the handful worth settling in the calm before the calendar fills up. Full transcript and show notes: https://consideratecapital.com/podcast/the-quiet-first-year-of-retirement This content is for educational purposes only and is not investment, tax, or legal advice. Considerate Capital is a registered investment adviser in Illinois. Past performance does not guarantee future results. All strategies involve risk, including the potential loss of principal. Please consult your own tax, legal, and financial advisors regarding your specific situation.
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The quiet first year of retirement.
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