Planning for Large IRAs

What if a soaring stock market is secretly putting your retirement at risk? In this episode, Alicia and Josh Lewis reveal how explosive growth can throw your financial plan off balance—and why complacency might cost you. Together, they dive into the pitfalls of unchecked optimism, the subtle dangers that can build up in your portfolio, and actionable ways to course-correct when markets are high. Brimming with mountain-town charm and real-world insights, this conversation offers a fresh look at protecting your nest egg—just in time for your “next big adventure."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!