Free Daily Podcast Summary
Retire Well: Daily Summaries Delivered
by Josh Bretl
Our weekly radio show dedicated to giving you the confidence to make retirement the best part of your life. We're on the air every Saturday and Sunday from 7-8 am CST on WLS 890AM Chicago!
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 days ago52 min
109: Pumpkin Donuts, Broken Rules, and the Truth About Retirement
Can a fall afternoon of pumpkin picking and homemade donuts show us what retirement is really about?On this episode of Retire Well, Josh Bretl and Mark Elliott bust four common retirement myths and explain why old rules like the 4% rule no longer work.Learn how healthcare costs, taxes, and income planning connect so you can make your retirement the best chapter of your life.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- 1 weeks ago52 min
108: Taxes, Social Security, and Why Looking Rich Can Cost You
Social Security and taxes can feel complicated, but they do not have to be.In this episode of Retire Well, Josh Bretl and Mark Elliott break down the hidden tax traps that catch retirees by surprise, from required minimum distributions to the single filer tax penalty.They explain why claiming Social Security is bigger than just picking an age, and share simple habits of the quietly wealthy.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- 2 weeks ago52 min
107: The Four Hidden Retirement Threats and How to Plan for Them
Markets are touching record highs, so why are so many people feeling nervous about retirement?In this episode, Josh Bretl explains why emotions can derail your money, shares an update on his son Alex's sudden rock guitar hiatus, and walks through the four biggest risks to your nest egg.From rising healthcare costs to proactive lifetime tax planning, discover how to spend and live with clarity.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- 3 weeks ago52 min
106: Spinning Rides, Real Purpose, and Smart Legacy Planning
Are you truly ready to retire, or just ready to stop working?This week, Josh Bretl and Mark Elliott discuss finding purpose after your career, turning savings into steady income, and why legacy planning matters for every family.From updating beneficiary designations to protecting a surviving spouse and preparing for long-term care, Josh shares simple steps to help you plan with confidence. Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- Oct 10, 202652 min
105: Navigating Inflation, Taxes, and the Reality of Solo Retirement
Josh Bretl starts with a fun story from a School of Rock concert before diving into key retirement topics.We discuss how rising energy prices impact grocery bills and why flexible income planning matters.Plus, we look at the financial impacts of late in life divorce, the widow penalty, and lessons from 1976 gas prices.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- Oct 3, 202652 min
104: From Riot Fest to Retirement Taxes: Stepping Outside Your Comfort Zone
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.
- Sep 26, 202652 min
103: Dino Nuggets, National Debt, and Navigating Your Retirement Tax Shock
Football season is back in the Bretl house, complete with team Dino Nuggets.But on this episode, Josh Bretl and Mark Elliott tackle a bigger opponent: the 40 trillion dollar national debt and what it means for your retirement taxes.Learn how required minimum distributions can trigger an unexpected tax shock, how the three tax buckets work, and why laddering Roth conversions might save you money down the road.Plus, Josh answers listener mailbag questions on Medicare, spousal timing, and business sales.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- Sep 19, 202652 min
102: How to Turn Your 401(k) Into Lifetime Retirement Income
Is your 401(k) actually ready to fund your retirement?On this episode of Retire Well, Josh Bretl and Mark Elliott break down how to replace traditional pensions with a reliable lifetime income plan.Learn how to manage debt, navigate inherited IRAs under the 10-year rule, handle money in second marriages, and evaluate private equity risks.Josh also shares his simple two-lane strategy to balance safe income with market growth.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
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About Retire Well
Our weekly radio show dedicated to giving you the confidence to make retirement the best part of your life. We're on the air every Saturday and Sunday from 7-8 am CST on WLS 890AM Chicago!
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Frequently Asked Questions
What is Podzilla's Retire Well daily summary?
It's a free AI-powered email that summarizes new episodes of Retire Well as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Retire Well podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Retire Well product?
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Can I get summaries of other podcasts too?
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How often does Retire Well release new episodes?
Retire Well publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Retire Well cover?
Retire Well covers topics including Education, Business, Investing, Culture, Society & Culture. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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