In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions reveal the five critical moves every new retiree should make in their first year. From building a retirement paycheck and spending plan to evaluating tax strategies and updating estate documents, Jim and Casey offer practical steps to help retirees transition with confidence and clarity. Plus, they share powerful client stories, emotional insights, and tips for creating purpose and joy in your new lifestyle. If you're newly retired—or getting close—this episode is your roadmap for year one. Want to work with us?Visit: http://retirewithmartin.com/Learn more: www.planwellretirehappy.com 00:00 Welcome and Episode Intro01:18 Replacing Your Paycheck with Purpose03:10 How to Build a Tax-Efficient Retirement Paycheck06:04 Planning for the Surviving Spouse07:55 Creating a Spending Plan in Retirement10:45 Understanding Fixed, Flexible, and Fun Expenses13:18 Client Story: From One Cruise to Two16:03 Avoiding Overspending in Year One17:50 Evaluating Your Tax Strategy21:22 The Power of Roth Conversions and RMD Planning24:01 Estate and Healthcare Planning in Retirement27:48 Why End-of-Life Planning Is a Gift30:11 Retirement Isn’t Just Financial—It’s Emotional33:17 Finding Purpose and Passion Post-Retirement36:04 Client Story: From Boredom to Fulfillment38:15 Listener Q&A: Social Security and Overspending41:12 The Value of Flexibility and Having a Guide43:00 Final Thoughts and C.S. Lewis Wisdom44:02 Thanks for Listening and How to Connect Disclaimer:Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.