
Your First Year of Retirement: Don’t Screw It Up
📞 Ready to take the next step?
Connect with the Peterson Financial team here 👉 https://petersonfg.com/
Retirement is approaching and how you get started could have a huge impact on the rest of your retirement. Today, Eric shares the do’s and don’ts of entering retirement and explains why the first year is one of the most critical times in your financial life. He breaks down the common pitfalls in managing emotions, spending, taxes, investments, and health coverage, and shares how to steer clear of them. Think you can DIY your retirement? Eric explains why a clear plan, and real guidance…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.