073: Retirement, Legacy, and the Big Conversations Families Avoid

This week on Retire Well with Josh Bretl, Josh and Mark Elliott tackle two of the most emotionally charged and misunderstood parts of retirement planning. Legacy decisions and reliable income.Josh opens the show with a personal story about his daughter Maggie’s first gymnastics competition, drawing a powerful parallel between preparation, effort, and enjoying the moment.From there, the conversation turns to why families avoid talking about inheritance and how clear planning and communication can remove stress for everyone involved.In the second half, Josh and Mark break down the real challenges facing today’s retirees, including longevity, inflation, tax risk, and the decline of traditional pensions.They explain why retirement planning is ultimately income planning and how smart tax strategies, Social Security decisions, and thoughtful withdrawal planning can help retirees feel more confident about the years ahead.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.