Alicia Lewis

Retire Colorado

Education EN ↓ 277 episodes

Retire Colorado with Josh and Alicia Lewis Are you ready to put the “adventure” back in retirement? Retire Colorado is your go-to podcast for simplifying the journey toward financial freedom in the Rocky Mountain State. Hosts Josh and Alicia Lewis of Layman Lewis Financial Group draw on years of experience and a genuine passion for empowering retirees and pre-retirees. Each week, they break down complex retirement topics—tax planning, Social Security, long-term care options, market volatility, and more—into plain, actionable advice. Whether you’re preparing to summit your next financial milest...

Author

Alicia Lewis

Episodes

4-26-25 - Retirement Planning for Women 26.04.2025 59:54

As you look forward to retirement, do you envision enjoying your free time, spending days with family and friends, traveling, pursuing hobbies, or doing charitable work? Or do you feel overwhelmed with worry about finances? While it's important for everyone to take charge of their financial future, women often face unique challenges that men may not. Get a Free Copy of Josh and Alicia's Book: Cli...

4-19-25 - Tackling Twin Threats of Taxes and Inflation 21.04.2025 59:54

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...

4-12-25 - Four Retirement Pillars 14.04.2025 59:54

Pillars are a classic feature of architecture, and we can all think of one or two well-known structures lined with those solid columns out front. Now think about what would happen if you knocked one out. The whole thing might come down, right? It can be similar for retirement. What are the four pillars of most retirement income plans? Preservation Growth Potential Income Liquidity Get a Free Copy...

4-5-25 - Making Retirement Money Last 07.04.2025 59:54

Gone are the days when retirees could rely heavily on substantial external support—like Social Security and robust corporate pension plans. Today, not only are pensions a fading memory, but the reliability of Social Security benefits is also increasingly uncertain, placing the burden of securing a financially stable retirement more firmly on individuals. Get a Free Copy of Josh and Alicia's Book: ...

3-29-25 - Taxes in Retirement 31.03.2025 59:54

Many people assume that their taxes will go down once they stop working. While this might be true for some of you, for many, taxes could actually become one of your biggest expenses in retirement. 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 Col...

3-22-25 - Top 5 Things Your Kids Don't Want 24.03.2025 59:54

It’s a challenge thousands of American families face each and every year, and no one looks forward to it: helping our aging loved ones clean out their homes. With that in mind, here's the Top 5 things your kids DON’T want to inherit from you! 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 unpa...

3-15-25 - Creating Dependable Retirement Income 17.03.2025 59:54

Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster. Get a Free Copy of Josh and Alicia's Book: Click here! Schedule a Call with Josh a...

3-8-25 - Taking Control of Retirement 10.03.2025 59:54

We've all experienced a series of unprecedented events in recent years, from a global pandemic and historic market crash to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what YOU can doing – RIGHT NOW to help take back control of your financial future. Get a Free Copy of Josh and A...

3-1-25 - Preserving and Optimizing Your 401k 03.03.2025 59:54

2-22-25 - Behavioral Finance and You 24.02.2025 59:54

You know how we sometimes do things that even we can’t explain? Well, it turns out, this also happens when it comes to our money. Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions. Get a Fre...

2-15-25 - Taxes! 17.02.2025 59:54

Donald Trump ran for President on the promise of extending the 2017 tax cuts. But he might have a hard time keeping that promise. Today, Alicia and Josh Lewis will share what you need to know about current tax policy and how you can act now to take advantage of today’s lower tax rates. Get a Free Copy of Josh and Alicia's Book: Click here! Schedule a Call with Josh and Alicia Today: Click here!...

2-8-25 - Getting to Know You - Josh! 12.02.2025 59:54

You hear Josh and Alicia’s voice on the radio and perhaps you’ve seen their faces on advertising around your the area… maybe you even have a friend or an acquaintance who works at Layman Lewis Financial Group. But how much do you really know about them? Well, there’s no better time than now to get to know them. Today, lets get to know Josh! Get a Free Copy of Josh and Alicia's Book: Click here! ...

2-1-25 - Tackling the Twin Threats of Taxes and Inflation 03.02.2025 59:54

When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings. Get a Free Copy of Josh and Alicia'...

1/25/25 - The History of Taxes 28.01.2025 59:54

According to the saying, nothing is certain except death and taxes. And that tax impact is something you just can’t escape, even in retirement. But, there are steps you can take to help reduce the impact of taxes on your retirement savings. 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...

1/18/25 - Four Retirement Pillars 21.01.2025 59:54

When we think about retirement and what you need to focus on with your money, four things often come to mind, and we think that everyone in retirement needs to consider at least these four things in their plan in varying levels – Preservation, Growth Potential, Income and Liquidity. Get a Free Copy of Josh and Alicia's Book: Click here! Schedule a Call with Josh and Alicia Today: Click here! In...

1/11/25 - Getting to Know You - Alicia 13.01.2025 59:54

1/4/25 - Growing Govt Debt 06.01.2025 59:54

In a time when growing government debt is almost certainly paving the way for higher taxes, helping ensure the protection of your retirement savings is more important than ever. How you manage the potential taxation of your nest egg could define the reality of your retirement years. Get a Free Copy of Josh and Alicia's Book: Click here! Schedule a Call with Josh and Alicia Today: Click here! In...

Retire Colorado - 12/28/24 - Preserving and Optimizing Your 401k 30.12.2024 59:54

Preparing for a retirement that could last 30 years or more is no small feat. With many relying on withdrawals from their 401(k) or similar retirement plans for essential income, preserving and optimizing these funds is important. 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 retir...

Retire Colorado - 12/21/24 - The Retirement Naughty or Nice List 30.12.2024 59:54

When we were growing up, we all knew about Santa’s Naughty or Nice list. Santa would write your name in his big book, deciding if you’ve been Naughty or Nice this year. And admit it. Your behavior improved as the calendar got closer to Christmas. So today, we’re going to have Josh and Alicia step into the boots of our Retirement Santa. What retirement scenarios could fall under Naughty or Nice? Le...

Retire Colorado - 12/14/24 - 2025 New Year’s Resolutions 16.12.2024 59:54

Resolutions are easy to make and even easier to break. It’s time to look ahead and think about practical goals for the new year 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,...

Retire Colorado - 12/8/24 - Make Your Money Work for You 09.12.2024 59:54

It’s not what you make , it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some people tell you ‘it’s less about the number of dollars you’ve saved and more about strategies you use with your savings.’ Get a Free Copy of Josh and Alicia's Book: Click here! Schedule a Call with Josh and Alicia Today: Click here! In this episod...

Retire Colorado - 11/30/24 -Reasons to Fire Your Advisor 02.12.2024 59:54

Retire Colorado - 11/30/24 -Reasons to Fire Your Advisor by Layman-Lewis 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 c...

Retire Colorado - 11/23/24 - Preserving and Optimizing Your 401k 25.11.2024 59:54

Retire Colorado - 11/23/24 - Preserving and Optimizing Your 401k by Layman-Lewis 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 lon...

Retire Colorado - 11/16/24 - Growing Govt Debt. 18.11.2024 59:54

Our National Debt Keeps Climbing, So What Does That Mean For You? Are Higher Taxes On The Way? 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...

Retire Colorado - 11/9/24 - Election Reaction 11.11.2024 59:54

Retire Colorado - 11/9/24 - Election Reaction by Layman-Lewis 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 concern...