What does it mean to be truly ready for retirement—financially, emotionally, and mentally? In this episode, Alicia and Josh Lewis invite you to look past your portfolio and explore the deeper shifts that retirement brings: a new identity, changing routines, and the search for purpose. Discover why retirement readiness goes far beyond savings totals, how unseen risks like inflation and debt can sneak up on your plan, and why having a holistic strategy—and the right partners—can make all the difference. Prepare to challenge your assumptions and rethink what a successful retirement journey really looks like.<br /><br />Get a Free Copy of Josh and Alicia's Book: <a href="https://retirenow.today/3XETySh" target="_blank" rel="noreferrer noopener">Click here! </a><br />Schedule a Call with Josh and Alicia Today: <a href="https://retirenow.today/4oSMOwc" target="_blank" rel="noreferrer noopener">Click here!</a><br /><br />In this episode, Josh and Alicia Lewis unpack key retirement planning topics just for Colorado listeners. Discover practical strategies for managing taxes, optimizing Social Security benefits, handling long-term care concerns, and responding to market volatility. Plus, get straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach.<br /><br />Start your journey to a confident and fulfilling retirement today!

Retire Colorado

Alicia Lewis

Tackling Twin Threats of Taxes and Inflation

MAY 23, 202659 MIN
Retire Colorado

Tackling Twin Threats of Taxes and Inflation

MAY 23, 202659 MIN

Description

What does it mean to be truly ready for retirement—financially, emotionally, and mentally? In this episode, Alicia and Josh Lewis invite you to look past your portfolio and explore the deeper shifts that retirement brings: a new identity, changing routines, and the search for purpose. Discover why retirement readiness goes far beyond savings totals, how unseen risks like inflation and debt can sneak up on your plan, and why having a holistic strategy—and the right partners—can make all the difference. Prepare to challenge your assumptions and rethink what a successful retirement journey really looks like.<br /><br />Get a Free Copy of Josh and Alicia's Book: <a href="https://retirenow.today/3XETySh" target="_blank" rel="noreferrer noopener">Click here! </a><br />Schedule a Call with Josh and Alicia Today: <a href="https://retirenow.today/4oSMOwc" target="_blank" rel="noreferrer noopener">Click here!</a><br /><br />In this episode, Josh and Alicia Lewis unpack key retirement planning topics just for Colorado listeners. Discover practical strategies for managing taxes, optimizing Social Security benefits, handling long-term care concerns, and responding to market volatility. Plus, get straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach.<br /><br />Start your journey to a confident and fulfilling retirement today!