About this episode

Josh Bretl and Mark Elliott discuss the personal aspects of retirement planning, focusing on legacy and estate planning, portfolio risk, and financial literacy.

In this episode of Retire Well , Josh Bretl and Mark Elliott explore the personal side of retirement planning, starting with a Saturday night in downtown Elmhurst that served as a reminder of how quickly life transitions occur. We dive into the often difficult topic of legacy and estate planning, discussing why clear documentation is the only way to protect your family from the courtroom battles that have plagued even the most famous estates. Josh also breaks down the concept of portfolio risk using a highway analogy. Are you driving your investments at 80 miles per hour when you should be slowing down for the residential streets of retirement? We discuss how to identify your unique risk score and why the Rule of 100 is just a starting point. Finally, we celebrate Financial Literacy Month by simplifying the complex: it is not about technical jargon, it is about understanding your spending to ensure you can live fully. 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
• estate planning
• portfolio risk
• financial literacy

Keywords

• retirement
• legacy
• estate planning
• portfolio risk
• financial literacy

Mentioned in this episode

Organizations: Wellment

Places: Elmhurst

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