The First 5 Years of Retirement Matter More Than You Think
The first five years after you stop working can make or break your retirement—not because of how much you saved, but because of how you start spending it.
Listen in as Jacob breaks down the big shifts that hit early retirees: your investments now need to fund income (and sequence-of-return risk matters), you need a clear income plan with a five-year runway, and this may be the best tax-planning window you’ll ever get before Social Security and RMDs show up. He also explains why spending is often higher than expected early on and why flexibility matters. Finally, he warns against making…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.