106: Spinning Rides, Real Purpose, and Smart Legacy Planning

Are you truly ready to retire, or just ready to stop working? This week, Josh Bretl and Mark Elliott discuss finding purpose after your career, turning savings into steady income, and why legacy planning matters for every family. From updating beneficiary designations to protecting a surviving spouse and preparing for long-term care, Josh shares simple steps to help you plan with confidence. Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.