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

Power Your Retirement · Oct 30, 2025 · 17m

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Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially? In this episode, Steve outlines five key areas that every new retiree should focus on during this major life transition.

Here’s some of what we discuss in this episode:

💵 Adjust Financially: learn to manage new income streams and spending habits

📊 Sustainable…