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The Parmesan Reset and the Women’s Retirement Marathon
The Parmesan Reset and the Women’s Retirement Marathon

Episode 84

In this episode of Retire Well, Josh Bretl and Mark Elliott discuss how to find clarity when you are feeling out of sorts due to market volatility or…

2 months, 2 weeks ago

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Lessons from Louisville and the Switch from Saving to Spending
Lessons from Louisville and the Switch from Saving to Spending

Episode 83

This week on Retire Well, Josh Bretl shares highlights from a family road trip to Louisville, Kentucky, including scouting reports from Mammoth Cave …

2 months, 3 weeks ago

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From Movie Night to Legacy Planning: Navigating Life Transitions
From Movie Night to Legacy Planning: Navigating Life Transitions

Episode 82

In this episode of Retire Well, Josh Bretl and Mark Elliott explore the personal side of retirement planning, starting with a Saturday night in downt…

3 months, 1 week ago

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The Power of the Reset: Navigating Volatility and Legacy Blunders
The Power of the Reset: Navigating Volatility and Legacy Blunders

Episode 81

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 rese…

3 months, 1 week ago

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The Tax Trap: Why Your 401k Isn't All Yours
The Tax Trap: Why Your 401k Isn't All Yours

Episode 80

Retirement used to be simpler when everyone had a pension.

Today, we are living in a world of IRAs and 401k plans, which means you are now in a partne…

3 months, 2 weeks ago

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The Frozen Pipe Theory: Why Your 401(k) Needs a Plan for the Unexpected
The Frozen Pipe Theory: Why Your 401(k) Needs a Plan for the Unexpected

Episode 79

What is the biggest risk to your retirement?

According to Josh Bretl, it is usually the thing you haven't even thought of yet.

This week on Retire Well…

3 months, 3 weeks ago

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Is Your Retirement Bucket Leaking? Finding Clarity in the Transition
Is Your Retirement Bucket Leaking? Finding Clarity in the Transition

Episode 78

Walking into retirement can feel a lot like watching your child’s first dance.

It's a mix of pride, nerves, and a lot of questions about what comes ne…

4 months ago

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The Hidden Millionaire: Are You Wealthier Than You Think?
The Hidden Millionaire: Are You Wealthier Than You Think?

Episode 77

What if you're a millionaire and don't even know it?

This week on Retire Well, Josh and Mark unpack the idea of the hidden millionaire.

Many hardworkin…

4 months, 1 week ago

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Your 401k Is Not a Retirement Plan
Your 401k Is Not a Retirement Plan

Episode 76

Retirement is not built on one account. It is built on a strategy.

In this episode of Retire Well, Josh Bretl shares a personal story about visiting h…

4 months, 2 weeks ago

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More Than a Number: What It Really Takes to Retire Well
More Than a Number: What It Really Takes to Retire Well

Episode 75

Retirement is not just about hitting a number. It is about stepping into a new season of life with clarity and confidence.

In this episode of Retire W…

4 months, 3 weeks ago

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