Retire Colorado

Retire Colorado

By Alicia LewisEducation
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Retire Colorado episodes

  • Roth Conversion Window
    "Is your retirement plan ready for unpredictable headlines and shifting policies?" This episode dives into the real-world effects of political changes, tax rules, and Medicare surcharges on your golden years. Alicia and Josh Lewis unravel the challenges Coloradans face—revealing hidden pitfalls, smart strategies, and surprising connections between personal decisions and statewide events. Discover how the true adventure of retirement starts with preparation, not predictions—and why your financial confidence depends on more than campaign promises or economic forecasts.

    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!
    1 hr
  • THINK FAST! #5
    Is a 3.6% Social Security COLA a golden ticket—or another source of anxiety for your future? In this episode, Alicia and Josh Lewis unearth what’s fueling today’s fear-based retirement choices and why claiming your benefits early might not always be the smartest move. With candid talk on taxes, legacy pitfalls, unexpected expenses, and the avalanche of emotions that come with every big decision, the Lehman Lewis team lays bare the intricate web of retirement planning in Colorado. Lace up your boots—what you don’t know might surprise 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!
    1 hr
  • Taking Control of Retirement
    Can feeling anxious about the stock market really shape your path to retirement? When headlines scream new highs and everyone waits for the other shoe to drop, Alicia and Josh Lewis explore why so many Coloradans are stuck second-guessing their golden years. Discover the gap between Wall Street and your everyday life, how emotions can quietly sabotage your plan, and which questions could bring you lasting clarity—even as the peaks and valleys of the market seem unending. Lace up as we chart a course through record market heights, persistent uncertainty, and the practical secrets behind a resilient, fun-filled retirement in the Rockies.

    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!
    1 hr
  • Building a Bridge to Retirement
    Is rising inflation quietly sabotaging your golden years? Alicia and Josh Lewis peel back the layers of how everyday price hikes—from gas pumps to grocery aisles—penetrate even the best retirement plans. Through candid stories and surprising strategies, they explore why a hefty portfolio doesn't always guarantee a carefree lifestyle, and how adapting your approach can make the difference between worry and confidence. Discover the real, often hidden, challenges that determine whether your retirement income can weather the world’s unpredictability—leaving room for new adventures and peace of mind.

    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!
    1 hr
  • Highly Appreciated Assets
    What happens when climbing interest rates and persistent inflation hit just as you’re planning your summit into retirement? Join Alicia and Josh Lewis as they unpack the double-edged impact of Fed decisions, explain how inflation cycles can quietly shape your golden years, and reveal how even seasoned savers can avoid costly, last-minute mistakes. Full of actionable insights and down-to-earth discussions set in the heart of the Rockies, this episode explores why smart planning (with plenty of flexibility) matters now more than ever—especially when uncertainty seems to be the only constant. The secrets to keeping your confidence—and your nest egg—intact are just ahead, but some surprises are best discovered along the trail.

    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!
    1 hr
  • Behavioral Finance and 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!
    1 hr
  • Your 401k Is Not a Retirement Plan
    Is your retirement plan built on facts or myths? Discover the surprising truths behind debt, healthcare, and income that could shape your golden years. With Josh and Alicia Lewis as your guides, dive into stories, strategies, and Colorado-inspired insights—where the real challenges are unpacked and old assumptions left behind. The conversation hints at how flexibility, balance, and thoughtful planning can redefine what you expect from retirement, but leaves you wondering: What else might you be missing?

    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!
    1 hr
  • Healthcare Heist
    Is your retirement nest egg bigger—or smaller—than you think? Many Coloradans discover too late how taxes, health care, and hidden risks can quietly drain even a seven-figure savings. In this episode, Josh and Alicia Lewis dive into why one-size-fits-all planning leads to big surprises, and how personal goals, longevity, and even your "play check" can make all the difference. What’s lurking beneath your retirement assumptions? Tune in and find out what most people overlook before starting their next big adventure.

    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!
    1 hr
  • Building Essential Retirement Income
    Why do some of the most successful savers feel uneasy about spending in retirement—even with ample resources at their fingertips? Alicia and Josh Lewis explore the paradox that keeps many retirees from fully enjoying their golden years. Drawing inspiration from the Rockies, they reveal how ingrained habits, generational influences, and “what-if” anxieties shape retirement choices. Discover what it takes to break old patterns, craft a flexible income plan, and embrace the freedom you’ve worked so hard for—without divulging all the secrets to their unique approach.

    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!
    1 hr
  • Planning for Large IRAs
    What if a soaring stock market is secretly putting your retirement at risk? In this episode, Alicia and Josh Lewis reveal how explosive growth can throw your financial plan off balance—and why complacency might cost you. Together, they dive into the pitfalls of unchecked optimism, the subtle dangers that can build up in your portfolio, and actionable ways to course-correct when markets are high. Brimming with mountain-town charm and real-world insights, this conversation offers a fresh look at protecting your nest egg—just in time for your “next big adventure."

    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!
    1 hr

About Retire Colorado

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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…