All Episodes
Retire Well — 99 episodes
098: Medicare Part D Changes and Smart Strategies for Market Volatility
097: Movie Myths, Money Secrets, and Portfolio Checkups: Navigating Your Retirement Journey
096: From Pearl Harbor to Portfolios: Smart Ways to Manage Your 401(k)
095: Why the Federal Reserve Should Not Dictate Your Retirement Success
094: From the Balcony to the Front Row: Navigating Social Security and Mid-Year Checkups
093: Navigating Life Transitions and the Reality of Market Hype
092: From Sleepaway Camp to SpaceX: Navigating Major Retirement Transitions
091: Donut Runs, Top Gun, and the Hidden Tax Traps in Retirement
090: What a Theme Park Dinner Teaches Us About Retirement Planning
089: Why Your Retirement Magic Number Might Be a Total Myth
088: The Two Lane Highway Strategy for a Confident Retirement
087: Sweating the Small Stuff: Lessons from an 85 Degree Seminar
086: Beyond the Pension: Building Your Own Retirement Paycheck
085: Unexpected Visitors and the Most Dangerous Decade
084: The Parmesan Reset and the Women’s Retirement Marathon
083: Lessons from Louisville and the Switch from Saving to Spending
082: From Movie Night to Legacy Planning: Navigating Life Transitions
081: The Power of the Reset: Navigating Volatility and Legacy Blunders
080: The Tax Trap: Why Your 401k Isn't All Yours
079: The Frozen Pipe Theory: Why Your 401(k) Needs a Plan for the Unexpected
078: Is Your Retirement Bucket Leaking? Finding Clarity in the Transition
077: The Hidden Millionaire: Are You Wealthier Than You Think?
076: Your 401k Is Not a Retirement Plan
075: More Than a Number: What It Really Takes to Retire Well
074: How Much is Enough for Retirement? The Number Matters Less Than You Think.
073: Retirement, Legacy, and the Big Conversations Families Avoid
072: Do I Really Have Enough? Turning Retirement Anxiety Into a Clear Plan
071: From a Vegas Magic Show to Market Logic: Finding Your Financial Balance
070: Wrigley Field to Retirement Income. A Plan That Feels Comfortable
069: Retire Well, Live Fully. Why Wellment Financial Is More Than a New Name
068: A Christmas Guide to Retirement Clarity
067: Roth Moves, RMDs and Holiday Deadlines Made Simple
066: Turkey, Stuffing and Your Nest Egg: A Holiday Guide to Better Retirement Decisions
065: How Rate Cuts, Longevity, and Planning Shape Your Retirement Future
064: Taxes, AI, and Artemis: A Surprisingly Hopeful Look at the Future
063: Are You Working with the Right Advisor for Retirement?
062: Why the 4% Rule Is Broken, and What Retirees Should Do Instead
061: What a Kids’ Book Taught Us About Retirement and Legacy
060: Why Income Planning, and Not Gambling, Wins in Retirement
059: Lasagna, Legacy, and Lifetime Income: Designing a Retirement Worth Savoring
058: The Retirement Storm: How to Face Rising Healthcare and Long-Term Care Costs
057: Go-Go, Slow-Go, No-Go: Navigating Every Stage of Retirement with Confidence
056: Annuities Uncovered: The Good, the Bad, and the Misunderstood
055: From Axolotls to Zoo Concerts to Interest Rates: Retirement Lessons That Stick
054: From Back-to-School Nerves to Retirement Jitters
053: Is Your Advisor Right for Retirement, or Just for Growing Money?
052: Palm Trees & Pension Plans: A Christmas in July Retirement Talk
051: From Sleepaway Camp to Retirement: Planning for the Long Haul
050: The Big Beautiful Bill: What Retirees Really Need to Know
049: Josh vs. Gravity: What a Canadian Go-Kart Ride Taught Us About Retirement
048: From 90s Prom to Tax Reform: Retirement Lessons You Didn’t Expect
047: From Birthday Parties to Tax Strategies: Real Talk for Real Retirees
046: Fondue and Finances & Retirement Income Blueprint
045: Social Security, Making Your Money Work for You and Memorial Day
044: Tax Savvy Strategies & Cleaning Up 6 Common Myths About Retirement
043: Avoiding Negative Thinking in Market Uncertainty
042: Family Expectations in Retirement, Annuities & Tips for a Happy Retirement
041: Market Volatility's Impact on Social Security
040: Creating Dependable Retirement Income & Recent Market Volatility
039: Planning for Your Financial Future - Retirement, Travel, Legacy & More!
038: Navigating Market Volatility and Hidden Retirement Obstacles
037: Navigating Retirement Amidst Market Volatility & Tax Challenges
036: Planning for the Future of Taxes & Timeless Advice
035: Balancing Family and Finances - Planning for a Secure Retirement
034: Preserving and Optimizing Your 401K
033: Retirement Regrets and 2025-2026 Tax Implications
032: Retirement Unknowns and Scams to Watch Out For!
031: 2025 Plans & Resolutions + The Twin Threats of Taxes & Inflation
030: Being Forced Into an Early Retirement and the Retirement Naughty & Nice List
029: Risks in Retirement and Throwback to 1975
028: Financial Habits to Break and Four Questions About Retirement
027: Bitcoin, Investing and Retirement Planning
026: Family, Finances and the Importance of Understanding the Value of Money in Retirement
025: Growing Government Debt and a Future with Potential Higher Taxes
024: The FSR Wealth Client Experience & Timeless Advice
023: Election Results Impact on Your Retirement & Balancing Your Portfolio
022: Weddings, The Election, Social Security, End of Year Taxes and The Own Your Retirement Process
021: Rolling Over IRAs and Falling Interest Rates
020: Preserving and Optimizing Your 401K in Retirement
019: Approaching 2025, Optimizing Social Security and Time Machine 1990
018: Fed Cutting Rates, Taking Control of YOUR Retirement & Mailbag Questions
017: Retirement Savings Regret, Retirement Planning for Women, and Taxes Trivia
016: Making Retirement Money Last and Time Machine 2008
015: Social Security Viability Long-Term, Risks in Retirement & Scams to Watch Out For
014: Four Questions About Retirement and Timeless Advice
013: Retirement is Here for the Baby Boomers & Coming Up for Gen X
012: Retirement Surge, Secure Act 2.0 and Timeless Advice
011: Special Market Headlines, The Five Financial Stages of Life & Listener Questions
010: Social Security in 2025 + Making Your Money Work for You + Trivia
009: Reasons to Fire Your Advisor & Top 5 Retirement Questions
008: Three Risks That Could Hurt You in Retirement
007: Election 2024 on Your Retirement, Planning for Large IRAs & Financial Olympics
006: Late Medical Expenses in Retirement & Top 5 Things to Avoid When You Retire
005: High Interest Rates & Planning for the Worst and Hoping for the Best
004: Financial Independence and the Three Stages of Retirement
003: Uncertainty Ahead of Retirement
002: Unplanned Retirement Costs and Preserving Your Retirement From Taxes
001: Building Your Financial House
000: The Own Your Retirement Show with Josh Bretl - Trailer