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

Meet with us: http://talkwithjlp.com

📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

Well, you’re retired. Now what? Some people follow the “first year rule,” believing the majority of your best retirement months will happen in those first twelve. But if you don’t approach this season with intentionality, you could set the wrong tone emotionally and financially. In this episode, Lee shares the five essential steps every new retiree should take during year one.

You’ll hear real stories and practical advice, like how to stay healthy, find purpose, and even test-drive big lifestyle changes before making them permanent. The habits, routines, and choices you make early in retirement will echo through the years ahead. Be intentional now, and you’ll set yourself up for a retirement that’s not only financially sustainable but also deeply fulfilling.

Here’s what we discuss in today’s show:

💸 Adjusting to spending when “every day is Saturday”

📊 Building a tax-smart withdrawal strategy

🎯 Establishing routines and finding purpose beyond hobbies

🏃‍♂️ Prioritizing health and preventative habits early

🚗 Testing driving your long-term plans

Check out our upcoming workshops:

https://jlperkinswealth.com/attend-an-event/