Donut Runs, Top Gun, and the Hidden Tax Traps in Retirement

Podcast: Retire Well · Josh Bretl

Opublikowano: 2026-06-20

What do old school donut shops, the movie Top Gun, and your estate plan have in common? They're all on the table in this episode of Retire Well! Hosts Josh Bretl and Mark Elliott share stories about family traditions before diving into some critical retirement realities. A recent study reveals that nearly 60% of people retire earlier than they planned, often due to layoffs or health changes. Josh explains the vital steps to take if your timeline shifts unexpectedly. They also tackle legacy planning, highlighting why an outdated will or an uncompleted trust can...