📞 Ready to take the next step?

Connect with the Peterson Financial team here 👉 https://petersonfg.com/ 

We’ve all seen those Christmas ornaments that say things like “Baby’s First Christmas.” It’s a milestone moment worth commemorating. But what about a retiree’s first Christmas? You may not have a specialty ornament to hang on the tree for this one, but that doesn’t mean it isn’t a milestone. Let’s break down what might be different about this year’s holiday for your first Christmas in retirement…

Here’s some of what we discuss in this episode:

🎁 How gift-giving changes without holiday bonuses

✈️ Travel freedom- and costs- during the holidays

📊 Why many retirees feel cautious their first year

🫴 The power of giving back to your community

❤️ Creating new traditions, giving back, and building lasting memories

Get in touch with the Peterson Financial team: https://petersonfg.com/