Retire Well

← Retire Well3 okt · 52 min

104: From Riot Fest to Retirement Taxes: Stepping Outside Your Comfort Zone

104: From Riot Fest to Retirement Taxes: Stepping Outside Your Comfort Zone3 okt52 min

What do a Chicago music festival and retirement planning have in common?

Both require stepping outside your comfort zone!

In this episode of Retire Well, Josh Bretl and Mark Elliott break down recent Federal Reserve interest rate moves and explain why taxes are often the single biggest expense in retirement.

Learn why a 30-year tax strategy beats standard single-year tax prep, plus answers to real listener questions on long-term care and concentrated stock.

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