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!

Retire Well is a business podcast hosted by Unknown Host, with 98 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Retire Well, a business show with 98 episodes published.

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  Episode #97

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

  Aug 15, 202652 min

  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.

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  Episode #96

  096: From Pearl Harbor to Portfolios: Smart Ways to Manage Your 401(k)

  Aug 8, 202652 min

  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.

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  Episode #95

  095: Why the Federal Reserve Should Not Dictate Your Retirement Success

  Jul 18, 202652 min

  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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  Episode #94

  094: From the Balcony to the Front Row: Navigating Social Security and Mid-Year Checkups

  Jul 11, 202652 min

  What happens when a concert ticket mix up turns into a front row upgrade? On this episode of Retire Well, Josh Bretl shares a funny story from a recent family outing that perfectly sets the stage for today's discussion: turning stressful situations into major financial wins. Josh and Mark Elliott break down the latest headlines about the Social Security trust fund and explain why fear-based, emotional decisions can permanently damage your long-term plan. They also share an essential mid year financial checklist to help you catch small issues before they turn into big problems. From portfolio risk drift and proactive tax strategies to avoiding costly withdrawal mistakes, this episode is packed with plainspoken advice to help you build a confident path forward. Ready to talk? Call (630) 478-9599 to schedule your introductory 15-minute call with a Wellment advisor.

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  Episode #93

  093: Navigating Life Transitions and the Reality of Market Hype

  Jul 4, 202652 min

  Major life milestones, like dropping a child off at summer camp or watching twins head to college, bring an undeniable wave of emotional change. Retirement is no different, representing one of the most pivotal life transitions you will ever navigate. In this episode, Josh Bretl and Mark Elliott discuss how to manage the emotional weight of these milestones while keeping your financial strategy on track. They look closely at the reality of market hype, specifically examining the headlines surrounding the SpaceX initial public offering and the dangers of letting the fear of missing out drive your long term investment decisions. Josh breaks down why retirement success relies on steady cash flow planning rather than chasing volatile media trends. You will also learn practical steps for right-sizing your emergency fund, avoiding tax drag, and preparing for unexpected variables like single tax brackets and long term care expenses. Ready to talk? Call (630) 478-9599 to schedule your initial 15-minute call with a Wellment advisor.

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