088: The Two Lane Highway Strategy for a Confident Retirement

About this episode

Josh Bretl discusses transitioning from a saving mindset to an income mindset for retirement using a two lane highway strategy.

A recent report shows that most Americans fear outliving their savings more than death itself. It makes sense. For decades, you knew exactly how much money was coming in from your paycheck. In retirement, that predictable income disappears, and the responsibility shifts entirely to you. This week, Josh Bretl breaks down how to transition from a saving mindset to an income mindset. He shares a simple two lane highway strategy designed to protect your short term needs while keeping your long term wealth growing. Plus, Josh answers listener questions about evaluating early retirement packages, managing taxes after selling a family business, deciding whether to file taxes jointly or separately, and protecting an inheritance for a child who struggles with money. 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

Topics covered

• retirement planning
• income strategy
• financial security
• tax management
• inheritance protection

Keywords

• retirement
• savings
• income mindset
• financial planning
• taxes
• inheritance

Mentioned in this episode

Places: America

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