Retire Colorado

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

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 a...

Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Click here! 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 straightforw...

Are you curious about how a Roth conversion could transform your retirement strategy? This week on Retire Colorado you’ll discover how moving money from a traditional IRA or 401(k) to a Roth IRA might give you powerful long-term tax advantages, greater control over your retirement income, and fewer headaches from future tax law changes. You’ll hear about the unique moments when conversion could be...

Legacy planning is more than paperwork—it’s about protecting your values, loved ones, and wishes for future generations. On this epidode of Retire Colorado, hosts Alicia and Josh simplify the essentials of estate and legacy planning so you can create a lasting impact with confidence. Discover the core estate planning documents you should consider for your plan, the importance of working with quali...

Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume? Get a Free Copy of Josh and Alicia's Book:  Click here!  Sc...

Thinking about retirement can feel overwhelming — but what if there were four foundational pillars to help you build a plan that’s sturdy and reliable? In this episode, we shine a light on the essentials every retiree should consider: Preservation, Growth Potential, Income, and Liquidity. Discover how neglecting just one of these key elements can leave your financial future on shaky ground and lea...

Any financial plan you made before July might need an update. Today, we’ll shares what you need to know about the sweeping changes to tax policy under the One Big Beautiful Bill Act signed into law in July and why it might be time to take another look at your financial plan and your accounts. Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Alicia Today:  Clic...

When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach retirement planning exactly that way - focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability. Investment advisory products and services made available through AE Wealth Management, LLC, a Registered Investment Adviso...

  After years of diligent saving and investing, many people are thrilled to see their retirement accounts grow. And while that's certainly an achievement worth celebrating, there's a sobering reality to consider - Uncle Sam is patiently waiting to collect his share of every dollar you withdraw from those tax-deferred accounts. Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Cal...

Some people spend decades diligently saving for retirement, watching their 401(k)s and IRAs grow. But here's an important question many fail to ask: "How much of that money will I actually get to keep after taxes?" If you have a million dollars in your retirement account, Uncle Sam could be entitled to a significant amount of that—depending on your tax situation. Get a Free Copy of Josh and Alicia...

Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume Get a Free Copy of Josh and Alicia's Book:  Click here!  Sch...

You hear Alicia & Josh Lewis’ voices on the radio and perhaps you’ve seen their faces on TV or around the area… maybe you even have a friend or an acquaintance who works with Layman Lewis. But how much do you really know about them? Well, there’s no better time than now for us to get to know Layman Lewis. Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call with Josh and Al...

We're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderful, but it creates some serious financial planning challenges. If you’re currently 65, there’s a very real possibility you could spend 25 to 30 years—or even longer—in retirement. Get a Free Copy of Josh and Alicia's Book:  Click here!  Schedule a Call...