EPISODE · Aug 15, 2026 · 59 MIN
The Retirement Tax Shock
from Retire Colorado · host Alicia Lewis
"Did you realize retirement can mean higher taxes—not less? From Social Security surprises to overlooked 401k pitfalls, Alicia and Josh Lewis shed light on the financial traps that trip up even well-prepared retirees. Unpack the critical questions that determine whether your golden years are truly golden, and discover how the bucket strategy, tax diversification, and personalized planning can chart a smoother path. The secret to thriving in retirement might just hinge on details you never considered."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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The Retirement Tax Shock
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