Episode Details

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 might be a myth.

True financial security is not just about the size of your nest egg, it's about how much you spend in relation to what you have.

Josh shares insights on navigating major life transitions and explains the core pillars of the Wellment Way.

You'll learn the mechanics of strategic Roth conversions, including a unique tax advantage specifically for Illinois residents.

We also dive into how to protect your Social Security from tax traps and manage Medicare premium surcharges.

Finally, we discuss the habits of the quietly wealthy and how to align your retirement spending with what brings you true peace of mind.

Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.