Retire Colorado

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...

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...

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 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...

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...

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...

  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,...

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 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 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...

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 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...

Retire Colorado - 11/2/24 - Three Retirement Risks 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 co...

Retire Colorado - 10/26/24 - Top 5 Things Your Kids Don't Want 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-...

Retire Colorado - 10/19/24 - Planning for Large IRAs 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...

Retire Colorado - 10/12/24 - 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...

Retire Colorado - 10/5/24 - Getting to Know Josh! 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 con...

Retire Colorado - 9/28/24 - Maximize Your Retirement Income 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-ter...

Retire Colorado - 9/21/24 - Preserving Your Retirement from Taxes 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 lo...

Retire Colorado - 9-14-24 - Taxes in Retirement 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 conce...

Retire Colorado - 9-7-24 - Protected Income 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 concerns,...

Retire Colorado - 8-31-24 - Retirement Preparedness Manual 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...

Retire Colorado - 8-24-24 - Planning for Large IRAs 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 c...

Retire Colorado - 8-17-24 - Top 5 Retirement Questions 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 car...

Retire Colorado - 8-10-24 - Four Questions About Retirement 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-ter...