What if the biggest threat to your retirement savings isn’t a market crash, but taxes you didn’t see coming? Many retirees are surprised to learn how Social Security, IRAs, and 401(k)s can become tax traps—especially when small missteps snowball into bigger issues. Join Josh and Alicia as they unravel how tax rules, withdrawal strategies, and the psychology of retirement all intertwine. Before you lace up your hiking boots for those Colorado adventures, discover what could quietly erode your nest egg—and why planning now makes all the difference.

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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!