Podcast
Retire Colorado
Hosted by Alicia Lewis · EN
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.
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.
16episodes
Episodes
Newest firstAll episodes
Making Your Retirement Money Last
1w ago00:59:54Tap to summarizeIs your nest egg truly enough for the retirement lifestyle you dream about, or could unexpected costs catch you off guard? Join Alicia and Josh Lewis as they navigate the crucial transition from years of disciplined saving to the art—and psychology—of spending wisely in retirement. Discover why a budget isn’t just about restraint, but about freedom, flexibility, and enjoying the Colorado retirement you’ve worked so hard for. Personal stories, surprising data, and actionable insights await—but the journey to financial confidence begins with rethinking everything you thought you knew about your “number.”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!
Transcribe →Marathon of Her
3w ago00:59:54Tap to summarizeWhat 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!
Transcribe →Roth Conversion Window
Jun 1300:59:54Tap to summarize"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!
Transcribe →Tackling Twin Threats of Taxes and Inflation
May 2300:59:54Tap to summarizeWhat 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!
Transcribe →The Longevity Challenge
May 900:59:54Tap to summarizeGet 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!
Transcribe →Healthcare Heist
Apr 1800:59:54Tap to summarizeGet 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!
Transcribe →Make Your Money Work for You
Mar 2800:59:54Tap to summarizeGet 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!
Transcribe →Creating a Lasting Legacy
Mar 1400:59:54Tap to summarizeGet 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!
Transcribe →The Longevity Challenge
Feb 2100:59:54Tap to summarizeGet 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!
Transcribe →Estate and Legacy Planning
Feb 1400:59:54Tap to summarizeGet 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!
Transcribe →