097: Movie Myths, Money Secrets, and Portfolio Checkups: Navigating Your Retirement Journey

Are you on track for the retirement you want?

This week on Retire Well, host Josh Bretl shares a fun movie trip with his son, Alex, and breaks down why mid-year financial checkups matter.

Learn how to rebalance your portfolio, turn savings into steady income, and handle big choices like pension lump sums versus monthly payouts.

Josh also explains how to balance required expenses with fun goals.

Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.