Fred covers the important considerations of the first year of retirement with a discussion on Kiplinger’s “First Year of Retirement Rule.” He cautions against overspending in that retirement honeymoon phase, getting a good spending plan, and avoiding sequence of returns risk.
Reach Fred at 800-593-8188.

When Can I Retire?
30:13

Mastering Retirement Timing
34:22

Turn Retirement Savings Into Real Strategy
34:35