084: The Parmesan Reset and the Women’s Retirement Marathon
About this episode
Josh Bretl and Mark Elliott discuss market volatility, women's retirement challenges, and share personal stories to simplify financial planning.
In this episode of Retire Well, Josh Bretl and Mark Elliott discuss how to find clarity when you are feeling out of sorts due to market volatility or headline driven anxiety. Josh shares a personal story about a family dinner reset involving a tableside Parmesan cheese wheel that turned a lethargic Sunday into a great start to the week . We then dive into the unique challenges of the retirement marathon for women, focusing on the specific financial whammies that hit when transitioning from a married to a single filer. From a last minute office wedding that saved a couple eighty thousand dollars in taxes to timeless wisdom from Ben Franklin on plugging financial leaks, this conversation is all about making retirement the best part of your life . We simplify the complex so you can focus on what truly matters most. 📞 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
- market volatility
- women's retirement
- financial planning
- personal stories
- tax savings
Keywords
- retirement
- financial whammies
- market anxiety
- tax savings
- personal finance
More episodes of Retire Well
- 089: Why Your Retirement Magic Number Might Be a Total Myth
- 088: The Two Lane Highway Strategy for a Confident Retirement
- 087: Sweating the Small Stuff: Lessons from an 85 Degree Seminar
- 086: Beyond the Pension: Building Your Own Retirement Paycheck
- 083: Lessons from Louisville and the Switch from Saving to Spending
- 082: From Movie Night to Legacy Planning: Navigating Life Transitions
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