090: What a Theme Park Dinner Teaches Us About Retirement Planning

Welcome 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 changes your perspective.That same level of dedication is exactly what you should expect from your retirement team.Josh and Mark break down the critical shift from saving a pile of money to generating a reliable monthly income stream.They discuss the major risks facing retirees today, including inflation, market volatility, and tax traps like required distributions.Josh outlines the fiscal house strategy, a practical framework that uses distinct buckets to balance growth and protection.Finally, the team answers listener questions on unexpected job loss at 61, choosing Medicare policies, planning for cognitive decline, and handling a spouse who loves chasing investment trends.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.