From Movie Night to Legacy Planning: Navigating Life Transitions

Podcast: Retire Well · Josh Bretl

Opublikowano: 2026-04-04

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...