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The Power of the Reset: Navigating Volatility and Legacy Blunders
Description
Josh Bretl and Mark Elliott are back to help you navigate the bumps of retirement.
After a snowy Chicago weekend that forced a much-needed family reset, Josh shares why every retiree needs a mental break from the noise.
We dive into the current geopolitical headlines and why structuring your income matters more than timing the market.
The main event today is legacy planning, the 5th step of the Wellment Way.
Whether it is avoiding the tax traps for a surviving spouse or ensuring a child with special needs is protected, we cover the blunders that catch people off guard.
Legacy planning is not just for the folks in mansions, it is for anyone who wants to leave their family with a plan instead of a mess.
📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.