Retirement : You Need to Know About Your First Year!

[@gbb82]

This video is definitely a clarion call for me. I retired in 2022, and I must admit that I have spent more than I planned from my retirement; fortunately the market has been good these past few years. Like you said, I get the feeling that we maybe passing the peak for good returns in the market. I need to buckle up. This is so relatable, thank you.

[@YourRichAuntie]

Glad it was helpful

[@kimfayj53]

These are great content! I'm planning to retire end of 2025 and these tips are very helpful

[@YourRichAuntie]

Glad you like them!

[@ms2bloved126]

Thank you

[@YourRichAuntie]

You're welcome!

[@matthewowcarz8259]

Re: market conditions, what are your thoughts on the bucket strategy ie have 3-10 yrs in low risk (bond, money market, etc) going into retirement to mitigate retiring into a down market?

[@matthewowcarz8259]

And follow up to that, Re: emergency fund or 1st bucket, what are your thoughts on moving money from a Roth IRA to fund those vs HYSA considering HYSA doesn't always keep up with inflation?

[@YourRichAuntie]

I can’t really offer feedback on strategies - licensed advisors can’t give anything that may be interpreted as advice on social media

[@matthewowcarz8259]

@YourRichAuntie I 100% figured that would be your answer. Since you're my rich auntie NOT my financial advisor! But I figured I'd ask and help boost your video for the algorithm some! Awesome video as always!