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Retire Well: Daily Summaries Delivered
by Josh Bretl
Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago52 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.
- 1 weeks ago52 min
101: Why People Without Kids Feel Less Confident About Retirement
Did you know people without kids report lower retirement confidence than parents?On this episode of Retire Well, Josh Bretl breaks down why this gap exists and how a written plan changes the game.From managing market downturns and longevity to finding your true purpose in retirement, Josh shares practical tips and a few fun stories along the way.Learn how smart withdrawal strategies and tax planning keep your retirement on track.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- 2 weeks ago52 min
100: How to Shift From Saving to Spending in Retirement
Why is it so hard to spend money after saving it your whole life?In our 100th episode of Retire Well, Josh Bretl explores the emotional shift from saving to spending and explains why your nest egg is a tool to be enjoyed, not just artwork to look at.Josh also recaps a fun family river tour in Chicago, breaks down how national debt could impact your future taxes, and answers mailbag questions about RMDs and family loans.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- 3 weeks ago52 min
099: Is a Million Dollars Enough, and What Happens if You Un-Retire?
Can you retire on one million dollars?In this episode of Retire Well, Josh Bretl breaks down the truth about retirement numbers, tax diversification, and income blending.Learn how managing your traditional IRA, Roth IRA, and taxable accounts can help protect your savings.Plus, Josh answers real questions from the mailbag about paying off low interest mortgages, evaluating Roth conversions, and what to consider if you get bored and decide to un-retire. Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- Aug 22, 202652 min
098: Medicare Part D Changes and Smart Strategies for Market Volatility
Big changes are coming to Medicare Part D in 2026.In this episode, Josh Bretl and Mark Elliott break down what shifting drug costs mean for your retirement cash flow.Plus, learn how to handle market volatility with a smart plan that balances safety and growth. Josh also shares a fun trip back to 1996 to show why your financial strategy needs to prepare for 30 years of change.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- Aug 15, 202652 min
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.
- Aug 8, 202652 min
096: From Pearl Harbor to Portfolios: Smart Ways to Manage Your 401(k)
This week on Retire Well, host Josh Bretl shares personal reflections from a family trip to Pearl Harbor and connects those lessons of perspective and preparation directly to retirement planning.Josh and Mark Elliott discuss whether you should move an old employer 401(k) account and how timing plays a major role in your choice.Josh also answers listener mailbag questions about business succession planning, setting a travel budget, prenuptial agreements in estate planning, and strategies to guard your portfolio against early market downturns. Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
- Jul 18, 202652 min
095: Why the Federal Reserve Should Not Dictate Your Retirement Success
Economic shifts and Federal Reserve changes can create confusion, but your financial plan should keep you secure regardless of market trends.In this episode, Josh Bretl and Mark Elliott discuss how to assess your true portfolio risk using a clear scoring system rather than vague labels.Josh also shares his new book, personal stories about facing anxiety, and how to navigate the emotional side of leaving the workforce.Retirement is about more than just money: it's about your identity.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.
About Retire Well
Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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