Taxes, Social Security, and Why Looking Rich Can Cost You

Podcast: Retire Well · Josh Bretl

Opublikowano: 2026-10-31

Social Security and taxes can feel complicated, but they do not have to be. In this episode of Retire Well, Josh Bretl and Mark Elliott break down the hidden tax traps that catch retirees by surprise, from required minimum distributions to the single filer tax penalty. They explain why claiming Social Security is bigger than just picking an age, and share simple habits of the quietly wealthy. Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.