About this episode

Josh Bretl and Mark Elliott discuss the importance of mental breaks in retirement, income structuring, and legacy planning.

Josh Bretl and Mark Elliott are back to help you navigate the bumps of retirement. After a snowy Chicago weekend that forced a much-needed family reset, Josh shares why every retiree needs a mental break from the noise. We dive into the current geopolitical headlines and why structuring your income matters more than timing the market. The main event today is legacy planning, the 5th step of the Wellment Way. Whether it is avoiding the tax traps for a surviving spouse or ensuring a child with special needs is protected, we cover the blunders that catch people off guard. Legacy planning is not just for the folks in mansions, it is for anyone who wants to leave their family with a plan instead of a mess. 📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.

People in this episode

Host: Josh Bretl

Guest: Mark Elliott

Topics covered

• retirement planning
• legacy planning
• geopolitical headlines
• income structuring
• tax traps

Keywords

• retirement
• legacy
• income
• tax traps
• geopolitics
• planning

Mentioned in this episode

Places: Chicago

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