Retire Colorado

Alicia Lewis
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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 milestone or just starting your retirement trek, tune in for guidance, practical insights, and a touch of Colorado fun to help you make your retirement dreams a reality. Listen, learn, and get ready for your next big adventure! Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1860523- 11/23.

  1. 5일 전

    Marathon of Her

    What does true independence really mean when it comes to your retirement? This week, Alicia and Josh Lewis unpack the secrets to finding confidence and control in your financial future—beyond just declaring an end date for your career. Discover how a tailored plan can turn uncertainty into opportunity, why carefully timing your retirement matters more than you think, and the critical pitfalls (including the “widow’s tax penalty”) that too many people overlook. Lace up your hiking boots—your next great adventure is about to begin, and it starts with understanding how to put yourself in charge of your own golden years. 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 straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach. Start your journey to a confident and fulfilling retirement today!

    1시간

  2. 6월 13일

    Roth Conversion Window

    "What if the biggest retirement mistake isn’t running out of money—but being afraid to use it?” Alicia and Josh Lewis explore how inflation, taxes, healthcare costs, and changing retirement realities can quietly reshape even the best-laid plans. From surprising lessons hidden in a trip back to 1996 to the often-misunderstood world of Roth conversions, this conversation uncovers key decisions that could have lasting consequences. The discussion reveals why confidence in retirement may depend on more than just growing your portfolio—and why some of the most important planning opportunities are easy to overlook. 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 straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach. Start your journey to a confident and fulfilling retirement today!

    1시간

  3. 5월 23일

    Tackling Twin Threats of Taxes and Inflation

    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. 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 straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach. Start your journey to a confident and fulfilling retirement today!

    1시간

  4. 5월 9일

    The Longevity Challenge

    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 straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach. Start your journey to a confident and fulfilling retirement today!

    1시간

  5. 4월 18일

    Healthcare Heist

    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 straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach. Start your journey to a confident and fulfilling retirement today!

    1시간

  6. 3월 28일

    Make Your Money Work for 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 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. Start your journey to a confident and fulfilling retirement today!

    1시간

  7. 3월 14일

    Creating a Lasting Legacy

    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 straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach. Start your journey to a confident and fulfilling retirement today!

    1시간

  8. 2월 21일

    The Longevity Challenge

    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 straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach. Start your journey to a confident and fulfilling retirement today!

    1시간
모두 보기(277개)

소개

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 milestone or just starting your retirement trek, tune in for guidance, practical insights, and a touch of Colorado fun to help you make your retirement dreams a reality. Listen, learn, and get ready for your next big adventure! Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1860523- 11/23.

정보

  • 제작진
    Alicia Lewis
  • 방송 연도
    2021년 - 2026년
  • 에피소드
    277
  • 등급
    전체 연령 사용가
  • 저작권
    © Copyright Matt Copeland
  • 웹사이트 보기
    Retire Colorado

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