From the Balcony to the Front Row: Navigating Social Security and Mid-Year Checkups

Podcast: Retire Well · Josh Bretl

Opublikowano: 2026-07-11

What happens when a concert ticket mix up turns into a front row upgrade? On this episode of Retire Well, Josh Bretl shares a funny story from a recent family outing that perfectly sets the stage for today's discussion: turning stressful situations into major financial wins. Josh and Mark Elliott break down the latest headlines about the Social Security trust fund and explain why fear-based, emotional decisions can permanently damage your long-term plan. They also share an essential mid year financial checklist to help you catch small issues before they turn into big...