Podcast Episodes
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From the Balcony to the Front Row: Navigating Social Security and Mid-Year Checkups
Episode 94
What happens when a concert ticket mix up turns into a front row upgrade?
On this episode of Retire Well, Josh Bretl shares a funny story from a recen…
13 hours ago
Navigating Life Transitions and the Reality of Market Hype
Episode 93
Major life milestones, like dropping a child off at summer camp or watching twins head to college, bring an undeniable wave of emotional change.
Retir…
1 week ago
From Sleepaway Camp to SpaceX: Navigating Major Retirement Transitions
Episode 92
Retirement is one of the most significant life transitions you will ever face, bringing a unique mix of excitement and uncertainty.
In this episode, J…
2 weeks ago
Donut Runs, Top Gun, and the Hidden Tax Traps in Retirement
Episode 91
What do old school donut shops, the movie Top Gun, and your estate plan have in common? They're all on the table in this episode of Retire Well!
Hosts…
3 weeks ago
What a Theme Park Dinner Teaches Us About Retirement Planning
Episode 90
Welcome to Retire Well with Josh Bretl and Mark Elliott.
This week, Josh shares a story from a recent family trip to Universal Studios, illustrating h…
4 weeks ago
Why Your Retirement Magic Number Might Be a Total Myth
Episode 89
What is your retirement magic number?
In this episode of Retire Well, Josh Bretl and Mark Elliott break down why relying on a single savings target mi…
1 month, 1 week ago
The Two Lane Highway Strategy for a Confident Retirement
Episode 88
A recent report shows that most Americans fear outliving their savings more than death itself.
It makes sense.
For decades, you knew exactly how much m…
1 month, 2 weeks ago
Sweating the Small Stuff: Lessons from an 85 Degree Seminar
Episode 87
Josh Bretl begins this episode with a story from a recent Social Security workshop in Wheaton where the room hit 85 degrees, the fans sounded like a …
1 month, 3 weeks ago
Beyond the Pension: Building Your Own Retirement Paycheck
Episode 86
In this episode of Retire Well, Josh Bretl and Mark Elliott discuss the fundamental shift in retirement planning over the last few decades.
With tradi…
2 months ago
Unexpected Visitors and the Most Dangerous Decade
Episode 85
Life has a way of surprising us when we least expect it.
This week, Josh Bretl shares a story about an unwelcome visitor in his car that serves as a p…
2 months, 1 week ago