071: From a Vegas Magic Show to Market Logic: Finding Your Financial Balance
Retire Well · Josh Bretl
Audio is streamed directly from the publisher (episodes.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Have you ever looked at the price of a burger and wondered if you accidentally walked into a five star steakhouse?
On this episode of Retire Well, Josh Bretl and Mark Elliott dive into the reality of rising costs and why a plan that worked in the nineties might be running out of gas today.
Josh shares some fun stories from a recent family trip to Las Vegas and explains how a magician’s performance actually relates to your financial strategy.
We talk about the speed limit of your portfolio: are you driving 80 miles per hour into a school zone? We also break down the rule of 100 and why your neighbor’s investment strategy might be a total disaster for your specific situation.
It is all about shifting from the working years to a lifestyle of clarity and confidence.
📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.