VIDEO
What to Do in Your First 90 Days of Retirement
The first 90 days of retirement set the tone for the next 10, 20, even 30 years. Get them right and retirement feels confident and intentional. Miss a few key steps and it can feel surprisingly uncertain.
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This video walks through exactly what to do in your first 90 days of retirement so you can feel organized, in control, and confident about what comes next.
If you’re newly retired, or retirement is right around the corner, this video will help you avoid common blind spots around income, taxes, healthcare, and lifestyle planning, and give you a clear roadmap for starting this chapter the right way.
What you’ll learn in this video:
✔️ What to focus on in your first 30 days of retirement
✔️ How to pressure-test your retirement income plan in days 31–60
✔️ Key tax and healthcare considerations many retirees overlook
✔️ How to build structure and purpose after leaving work
✔️ What to optimize in days 61–90 to build long-term confidence
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