060: Why Income Planning, and Not Gambling, Wins in Retirement
Retire Well · Josh Bretl
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Show Notes
This week on The Own Your Retirement Show, Josh Bretl and Mark Elliott dig into one of the trickiest parts of retirement: understanding interest rates and creating dependable income.
Josh opens with a funny story about his son Alex discovering blackjack at a music festival, an eye-opening reminder of how tempting “gambling” can be, both at the card table and in the markets.
From there, Josh explains how today’s interest rate changes impact retirees as both savers and borrowers, and why the shift from saving to spending is such a major life transition.
Listeners will learn why guaranteed income can boost happiness, how to avoid relying on one-size-fits-all rules, and what the five pillars of the Own Your Retirement planning process are.
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