EPISODE · Aug 18, 2025 · 59 MIN
8-16-25 - Retirement Income Faces Tax Challenges
from Retire Colorado · host Alicia Lewis
After years of diligent saving and investing, many people are thrilled to see their retirement accounts grow. And while that's certainly an achievement worth celebrating, there's a sobering reality to consider - Uncle Sam is patiently waiting to collect his share of every dollar you withdraw from those tax-deferred accounts.Get a Free Copy of Josh and Alicia's Book: Click here! Schedule a Call with Josh and Alicia Today: Click here!In this episode, Josh and Alicia Lewis unpack key retirement planning topics just for Colorado listeners. Discover practical strategies for managing taxes, optimizing Social Security benefits, handling long-term care concerns, and responding to market volatility. Plus, get straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach.Start your journey to a confident and fulfilling retirement today!
What this episode covers
After years of diligent saving and investing, many people are thrilled to see their retirement accounts grow. And while that's certainly an achievement worth celebrating, there's a sobering reality to consider - Uncle Sam is patiently waiting to collect his share of every dollar you withdraw from those tax-deferred accounts.Get a Free Copy of Josh and Alicia's Book: Click here! Schedule a Call with Josh and Alicia Today: Click here!In this episode, Josh and Alicia Lewis unpack key retirement planning topics just for Colorado listeners. Discover practical strategies for managing taxes, optimizing Social Security benefits, handling long-term care concerns, and responding to market volatility. Plus, get straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach.Start your journey to a confident and fulfilling retirement today!
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8-16-25 - Retirement Income Faces Tax Challenges
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