
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.
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102: How to Turn Your 401(k) Into Lifetime Retirement Income

101: Why People Without Kids Feel Less Confident About Retirement

100: How to Shift From Saving to Spending in Retirement

099: Is a Million Dollars Enough, and What Happens if You Un-Retire?
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