Retire Well
de Josh Bretl
Dernier épisode
108: Taxes, Social Security, and Why Looking Rich Can Cost You
108: Taxes, Social Security, and Why Looking Rich Can Cost You
À propos de ce podcast
Our weekly radio show dedicated to giving you the confidence to make retirement the best part of your life. We're on the air every Saturday and Sunday from 7-8 am CST on WLS 890AM Chicago!
Épisodes
Les 20 épisodes les plus récents sur 109
- 108: Taxes, Social Security, and Why Looking Rich Can Cost You · 52 min · Épisode 108Social Security and taxes can feel complicated, but they do not have to be. In this episode of Retire Well, Josh Bretl and Mark Elliott break down the hidden tax traps that catch…
- 107: The Four Hidden Retirement Threats and How to Plan for Them · 52 min · Épisode 107Markets are touching record highs, so why are so many people feeling nervous about retirement? In this episode, Josh Bretl explains why emotions can derail your money, shares an…
- 106: Spinning Rides, Real Purpose, and Smart Legacy Planning · 52 min · Épisode 106Are you truly ready to retire, or just ready to stop working? This week, Josh Bretl and Mark Elliott discuss finding purpose after your career, turning savings into steady…
- 105: Navigating Inflation, Taxes, and the Reality of Solo Retirement · 52 min · Épisode 105Josh Bretl starts with a fun story from a School of Rock concert before diving into key retirement topics. We discuss how rising energy prices impact grocery bills and why…
- 104: From Riot Fest to Retirement Taxes: Stepping Outside Your Comfort Zone · 52 min · Épisode 104What do a Chicago music festival and retirement planning have in common? Both require stepping outside your comfort zone! In this episode of Retire Well, Josh Bretl and Mark…
- 103: Dino Nuggets, National Debt, and Navigating Your Retirement Tax Shock · 52 min · Épisode 103Football season is back in the Bretl house, complete with team Dino Nuggets. But on this episode, Josh Bretl and Mark Elliott tackle a bigger opponent: the 40 trillion dollar…
- 102: How to Turn Your 401(k) Into Lifetime Retirement Income · 52 min · Épisode 102Is your 401(k) actually ready to fund your retirement? On this episode of Retire Well, Josh Bretl and Mark Elliott break down how to replace traditional pensions with a reliable…
- 101: Why People Without Kids Feel Less Confident About Retirement · 52 min · Épisode 101Did you know people without kids report lower retirement confidence than parents? On this episode of Retire Well, Josh Bretl breaks down why this gap exists and how a written…
- 100: How to Shift From Saving to Spending in Retirement · 52 min · Épisode 100Why is it so hard to spend money after saving it your whole life? In our 100th episode of Retire Well, Josh Bretl explores the emotional shift from saving to spending and…
- 099: Is a Million Dollars Enough, and What Happens if You Un-Retire? · 52 min · Épisode 99Can you retire on one million dollars? In this episode of Retire Well, Josh Bretl breaks down the truth about retirement numbers, tax diversification, and income blending. Learn…
- 098: Medicare Part D Changes and Smart Strategies for Market Volatility · 52 min · Épisode 98Big changes are coming to Medicare Part D in 2026. In this episode, Josh Bretl and Mark Elliott break down what shifting drug costs mean for your retirement cash flow. Plus…
- 097: Movie Myths, Money Secrets, and Portfolio Checkups: Navigating Your Retirement Journey · 52 min · Épisode 97Are you on track for the retirement you want? This week on Retire Well, host Josh Bretl shares a fun movie trip with his son, Alex, and breaks down why mid-year financial…
- 096: From Pearl Harbor to Portfolios: Smart Ways to Manage Your 401(k) · 52 min · Épisode 96This week on Retire Well, host Josh Bretl shares personal reflections from a family trip to Pearl Harbor and connects those lessons of perspective and preparation directly to…
- 095: Why the Federal Reserve Should Not Dictate Your Retirement Success · 52 min · Épisode 95Economic shifts and Federal Reserve changes can create confusion, but your financial plan should keep you secure regardless of market trends. In this episode, Josh Bretl and Mark…
- 094: From the Balcony to the Front Row: Navigating Social Security and Mid-Year Checkups · 52 min · Épisode 94What 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 recent family outing that…
- 093: Navigating Life Transitions and the Reality of Market Hype · 52 min · Épisode 93Major life milestones, like dropping a child off at summer camp or watching twins head to college, bring an undeniable wave of emotional change. Retirement is no different…
- 092: From Sleepaway Camp to SpaceX: Navigating Major Retirement Transitions · 52 min · Épisode 92Retirement is one of the most significant life transitions you will ever face, bringing a unique mix of excitement and uncertainty. In this episode, Josh Bretl compares preparing…
- 091: Donut Runs, Top Gun, and the Hidden Tax Traps in Retirement · 52 min · Épisode 91What 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 Josh Bretl and Mark Elliott…
- 090: What a Theme Park Dinner Teaches Us About Retirement Planning · 52 min · Épisode 90Welcome to Retire Well with Josh Bretl and Mark Elliott. This week, Josh shares a story from a recent family trip to Universal Studios, illustrating how exceptional personal care…
- 089: Why Your Retirement Magic Number Might Be a Total Myth · 51 min · Épisode 89What 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…
