Retire Well
By Josh Bretl
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Image by Josh Bretl
Category: Investing
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Episodes: 89
Description
Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
| Episode | Date |
|---|---|
|
088: The Two Lane Highway Strategy for a Confident Retirement
|
May 23, 2026 |
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087: Sweating the Small Stuff: Lessons from an 85 Degree Seminar
|
May 16, 2026 |
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086: Beyond the Pension: Building Your Own Retirement Paycheck
|
May 09, 2026 |
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085: Unexpected Visitors and the Most Dangerous Decade
|
May 02, 2026 |
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084: The Parmesan Reset and the Women’s Retirement Marathon
|
Apr 25, 2026 |
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083: Lessons from Louisville and the Switch from Saving to Spending
|
Apr 18, 2026 |
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082: From Movie Night to Legacy Planning: Navigating Life Transitions
|
Apr 04, 2026 |
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081: The Power of the Reset: Navigating Volatility and Legacy Blunders
|
Mar 28, 2026 |
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080: The Tax Trap: Why Your 401k Isn't All Yours
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Mar 21, 2026 |
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079: The Frozen Pipe Theory: Why Your 401(k) Needs a Plan for the Unexpected
|
Mar 14, 2026 |
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078: Is Your Retirement Bucket Leaking? Finding Clarity in the Transition
|
Mar 07, 2026 |
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077: The Hidden Millionaire: Are You Wealthier Than You Think?
|
Feb 28, 2026 |
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076: Your 401k Is Not a Retirement Plan
|
Feb 21, 2026 |
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075: More Than a Number: What It Really Takes to Retire Well
|
Feb 14, 2026 |
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074: How Much is Enough for Retirement? The Number Matters Less Than You Think.
|
Feb 07, 2026 |
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073: Retirement, Legacy, and the Big Conversations Families Avoid
|
Jan 31, 2026 |
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072: Do I Really Have Enough? Turning Retirement Anxiety Into a Clear Plan
|
Jan 24, 2026 |
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071: From a Vegas Magic Show to Market Logic: Finding Your Financial Balance
|
Jan 17, 2026 |
|
070: Wrigley Field to Retirement Income. A Plan That Feels Comfortable
|
Jan 10, 2026 |
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069: Retire Well, Live Fully. Why Wellment Financial Is More Than a New Name
|
Jan 03, 2026 |
|
068: A Christmas Guide to Retirement Clarity
|
Dec 20, 2025 |
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067: Roth Moves, RMDs and Holiday Deadlines Made Simple
|
Dec 13, 2025 |
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066: Turkey, Stuffing and Your Nest Egg: A Holiday Guide to Better Retirement Decisions
|
Nov 29, 2025 |
|
065: How Rate Cuts, Longevity, and Planning Shape Your Retirement Future
|
Nov 22, 2025 |
|
064: Taxes, AI, and Artemis: A Surprisingly Hopeful Look at the Future
|
Nov 08, 2025 |
|
063: Are You Working with the Right Advisor for Retirement?
|
Nov 01, 2025 |
|
062: Why the 4% Rule Is Broken, and What Retirees Should Do Instead
|
Oct 25, 2025 |
|
061: What a Kids’ Book Taught Us About Retirement and Legacy
|
Oct 10, 2025 |
|
060: Why Income Planning, and Not Gambling, Wins in Retirement
|
Oct 04, 2025 |
|
059: Lasagna, Legacy, and Lifetime Income: Designing a Retirement Worth Savoring
|
Sep 27, 2025 |
|
058: The Retirement Storm: How to Face Rising Healthcare and Long-Term Care Costs
|
Sep 20, 2025 |
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057: Go-Go, Slow-Go, No-Go: Navigating Every Stage of Retirement with Confidence
|
Sep 13, 2025 |
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056: Annuities Uncovered: The Good, the Bad, and the Misunderstood
|
Sep 06, 2025 |
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055: From Axolotls to Zoo Concerts to Interest Rates: Retirement Lessons That Stick
|
Aug 30, 2025 |
|
054: From Back-to-School Nerves to Retirement Jitters
|
Aug 23, 2025 |
|
053: Is Your Advisor Right for Retirement, or Just for Growing Money?
|
Aug 16, 2025 |
|
052: Palm Trees & Pension Plans: A Christmas in July Retirement Talk
|
Aug 09, 2025 |
|
051: From Sleepaway Camp to Retirement: Planning for the Long Haul
|
Aug 02, 2025 |
|
050: The Big Beautiful Bill: What Retirees Really Need to Know
|
Jul 19, 2025 |
|
049: Josh vs. Gravity: What a Canadian Go-Kart Ride Taught Us About Retirement
|
Jul 12, 2025 |
|
048: From 90s Prom to Tax Reform: Retirement Lessons You Didn’t Expect
|
Jun 28, 2025 |
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047: From Birthday Parties to Tax Strategies: Real Talk for Real Retirees
|
Jun 21, 2025 |
|
046: Fondue and Finances & Retirement Income Blueprint
|
Jun 07, 2025 |
|
045: Social Security, Making Your Money Work for You and Memorial Day
|
May 24, 2025 |
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044: Tax Savvy Strategies & Cleaning Up 6 Common Myths About Retirement
|
May 17, 2025 |
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043: Avoiding Negative Thinking in Market Uncertainty
|
May 10, 2025 |
|
042: Family Expectations in Retirement, Annuities & Tips for a Happy Retirement
|
May 03, 2025 |
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041: Market Volatility's Impact on Social Security
|
Apr 26, 2025 |
|
040: Creating Dependable Retirement Income & Recent Market Volatility
|
Apr 19, 2025 |
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039: Planning for Your Financial Future - Retirement, Travel, Legacy & More!
|
Apr 05, 2025 |
|
038: Navigating Market Volatility and Hidden Retirement Obstacles
|
Mar 29, 2025 |
|
037: Navigating Retirement Amidst Market Volatility & Tax Challenges
|
Mar 22, 2025 |
|
036: Planning for the Future of Taxes & Timeless Advice
|
Mar 01, 2025 |
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035: Balancing Family and Finances - Planning for a Secure Retirement
|
Feb 22, 2025 |
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034: Preserving and Optimizing Your 401K
|
Feb 15, 2025 |
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033: Retirement Regrets and 2025-2026 Tax Implications
|
Feb 08, 2025 |
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032: Retirement Unknowns and Scams to Watch Out For!
|
Feb 01, 2025 |
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031: 2025 Plans & Resolutions + The Twin Threats of Taxes & Inflation
|
Jan 18, 2025 |
|
030: Being Forced Into an Early Retirement and the Retirement Naughty & Nice List
|
Dec 28, 2024 |
|
029: Risks in Retirement and Throwback to 1975
|
Dec 21, 2024 |
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028: Financial Habits to Break and Four Questions About Retirement
|
Dec 14, 2024 |
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027: Bitcoin, Investing and Retirement Planning
|
Dec 07, 2024 |
|
026: Family, Finances and the Importance of Understanding the Value of Money in Retirement
|
Nov 30, 2024 |
|
025: Growing Government Debt and a Future with Potential Higher Taxes
|
Nov 23, 2024 |
|
024: The FSR Wealth Client Experience & Timeless Advice
|
Nov 16, 2024 |
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023: Election Results Impact on Your Retirement & Balancing Your Portfolio
|
Nov 09, 2024 |
|
022: Weddings, The Election, Social Security, End of Year Taxes and The Own Your Retirement Process
|
Nov 02, 2024 |
|
021: Rolling Over IRAs and Falling Interest Rates
|
Oct 26, 2024 |
|
020: Preserving and Optimizing Your 401K in Retirement
|
Oct 19, 2024 |
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019: Approaching 2025, Optimizing Social Security and Time Machine 1990
|
Oct 12, 2024 |
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018: Fed Cutting Rates, Taking Control of YOUR Retirement & Mailbag Questions
|
Oct 05, 2024 |
|
017: Retirement Savings Regret, Retirement Planning for Women, and Taxes Trivia
|
Sep 28, 2024 |
|
016: Making Retirement Money Last and Time Machine 2008
|
Sep 21, 2024 |
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015: Social Security Viability Long-Term, Risks in Retirement & Scams to Watch Out For
|
Sep 14, 2024 |
|
014: Four Questions About Retirement and Timeless Advice
|
Sep 07, 2024 |
|
013: Retirement is Here for the Baby Boomers & Coming Up for Gen X
|
Aug 31, 2024 |
|
012: Retirement Surge, Secure Act 2.0 and Timeless Advice
|
Aug 24, 2024 |
|
011: Special Market Headlines, The Five Financial Stages of Life & Listener Questions
|
Aug 17, 2024 |
|
010: Social Security in 2025 + Making Your Money Work for You + Trivia
|
Aug 10, 2024 |
|
009: Reasons to Fire Your Advisor & Top 5 Retirement Questions
|
Aug 03, 2024 |
|
008: Three Risks That Could Hurt You in Retirement
|
Jul 27, 2024 |
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007: Election 2024 on Your Retirement, Planning for Large IRAs & Financial Olympics
|
Jul 20, 2024 |
|
006: Late Medical Expenses in Retirement & Top 5 Things to Avoid When You Retire
|
Jul 13, 2024 |
|
005: High Interest Rates & Planning for the Worst and Hoping for the Best
|
Jul 06, 2024 |
|
004: Financial Independence and the Three Stages of Retirement
|
Jun 29, 2024 |
|
003: Uncertainty Ahead of Retirement
|
Jun 22, 2024 |
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002: Unplanned Retirement Costs and Preserving Your Retirement From Taxes
|
Jun 15, 2024 |
|
001: Building Your Financial House
|
Jun 08, 2024 |
|
000: The Own Your Retirement Show with Josh Bretl - Trailer
|
Jun 01, 2024 |