Watch on YouTube: https://youtu.be/ESx9i4upPtM
What really happens in your first year of retirement?
CFP Professionals Rob and Archie Hoxton break down one of the most important—and often overlooked—phases of retirement: the transition from earning to drawing income.
They explore the key financial and emotional challenges new retirees face, from building a sustainable income plan to avoiding common mistakes like overspending or poorly timed withdrawals. The conversation covers taxes, investment decisions, and sequence of returns risk, along with how market volatility and unexpected expenses can impact your plan early on.
If you're approaching retirement or already in your first year, this episode will help you navigate the transition with more clarity, confidence, and control.
☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com
🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
Get their book!
Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/
Visit: http://www.thelastpaycheck.com
Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.
