Latest / The Retirement Huddle
How to Make Your First Retirement Year a Success
The first year of retirement is a major milestone, one that can feel both exciting and intimidating. In this episode, Mark unpacks what really happens once the paychecks stop and the portfolio withdrawals begin. For many retirees, those early "go-go years" are when the bucket list calls, travel, hobbies, and experiences you've been waiting decades to enjoy. But striking the balance between spending freely and protecting your nest egg is often harder than expected.
Here's some of what we discuss in this episode:
💸 The Psychology of First Withdrawals
⚖️ Avoid Becoming the "Richest Person in the…
The skinny
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