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America's Wealth Management Show

How to Spend When You First Retire

Broadcast on:
15 Jun 2023

Thinking about retirement can be exciting. However, it can also be overwhelming. Our Modern Wealth Management team is here to help you so that retirement doesn’t feel overwhelming. One of the aspects of retirement that can feel overwhelming is the first year of retirement and what to expect. Dean Barber and Bud Kasper are going to discuss how to spend when you first retire on America’s Wealth Management Show so that you can have more confidence, freedom, and time—not only in your first year of retirement, but throughout retirement. More on this episode: https://modwm.com/how-to-spend-when-you-first-retire/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=spend-first-retire See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=spend-first-retire Start Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=spend-first-retire 4 Things to Expect in Your First Year of Retirement: https://youtu.be/VDHzHqbu_cs Tax Rates Sunset in 2026 and Why That Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=diy-retirement Pros & Cons of Converting to a Roth IRA: https://youtu.be/mMqwacOhvzg Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=couples-retirement-planning Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=couples-retirement-planning Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow