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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…
5 months, 2 weeks ago
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…
5 months, 3 weeks ago
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…
5 months, 4 weeks ago
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…
6 months ago
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…
6 months, 1 week ago
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…
6 months, 3 weeks ago
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…
6 months, 4 weeks ago
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…
7 months ago
How Much is Enough for Retirement? The Number Matters Less Than You Think.
Episode 74
Retirement is often treated like a finish line. Josh Bretl sees it differently.
In this episode of Retire Well, Josh and Mark Elliott unpack what reti…
7 months, 1 week ago
Retirement, Legacy, and the Big Conversations Families Avoid
Episode 73
This week on Retire Well with Josh Bretl, Josh and Mark Elliott tackle two of the most emotionally charged and misunderstood parts of retirement plan…
7 months, 2 weeks ago