What To Know About The “First Year Rule” Of Retirement

2025-09-25

✈️ Retire Pilots the Right Way! 🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/ So, you’re retired. Now what? The “First Year Rule” suggests that many of your best retirement months will happen in the first year. It’s a pivotal time to set the tone for a fulfilling retirement, emotionally, physically, and financially for the years ahead. Today, Ryan explores how to navigate this critical phase, offering practical insights to help you create a strong foundation for a retirement that’s...

✈️ Retire Pilots the Right Way!

🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/

So, you’re retired. Now what? The “First Year Rule” suggests that many of your best retirement months will happen in the first year. It’s a pivotal time to set the tone for a fulfilling retirement, emotionally, physically, and financially for the years ahead. Today, Ryan explores how to navigate this critical phase, offering practical insights to help you create a strong foundation for a retirement that’s rewarding, balanced, and full of purpose.

Here’s what we cover in this episode:

💰 Understand your income needs for retirement

✈️ How travel and new experiences can impact your finances

🏠 Test out your long-term plans before committing

💡 Build routines and purpose to thrive in retirement

💬 Have a conversation with your advisor about the first year

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