• The Own Your Retirement Show

  • By: Josh Bretl
  • Podcast

The Own Your Retirement Show

By: Josh Bretl
  • Summary

  • Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
    Copyright 2024 Josh Bretl
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Episodes
  • 022: Weddings, The Election, Social Security, End of Year Taxes and The Own Your Retirement Process
    Nov 2 2024

    The "Own Your Retirement Show" offers valuable insights for retirees and pre-retirees navigating the complexities of retirement planning. Hosted by Josh Bretl, President of FSR Wealth Strategies, and Mark Elliott, the show provides expert advice on transitioning from the accumulation phase to the spending phase of retirement. It covers essential topics such as tax strategies, investment planning, Social Security, and legacy planning, emphasizing the importance of taking control of one's financial situation. With a focus on the unique challenges faced by retirees today, the show aims to enlighten and empower its audience to make informed decisions that benefit their long-term financial health.

    One of the key themes is the significance of tax planning in retirement. The hosts discuss how strategic tax decisions can impact overall financial well-being, highlighting the differences between taxable, tax-deferred, and tax-free accounts. This information is crucial for retirees whose largest assets often lie in tax-deferred accounts like 401(k)s and IRAs. By understanding these tax implications, retirees can better manage their assets and potentially reduce their tax burden, ensuring they retain more of their hard-earned savings. The show also addresses the emotional aspects of retirement, encouraging listeners to envision their ideal post-retirement life and align their financial plans accordingly. For those seeking a personalized approach, the program extends an invitation to engage with FSR Wealth Strategies for a comprehensive review and tailored retirement planning assistance.

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    52 mins
  • 021: Rolling Over IRAs and Falling Interest Rates
    Oct 26 2024

    The "Own Your Retirement Show," hosted by Mark Elliott and Josh Bretl, offers invaluable insights for pre-retirees navigating the complexities of retirement planning. In the latest episode, the hosts discuss crucial topics such as rolling over 401(k) plans into IRAs and emphasizing common mistakes that could result in significant financial losses. Josh, a seasoned CPA and President of FSR Wealth Strategies, shares his expertise on tax planning, highlighting the importance of reinvesting rolled-over funds to avoid the pitfalls of low-earning cash reserves. Listeners are guided through the nuances of retirement account management, ensuring they maximize their returns and avoid costly errors.

    Beyond financial advice, Josh recounts his first camping trip with his children, drawing parallels between the lessons learned from trying new activities and the challenges of retirement planning. Pre-retirees seeking to secure their financial futures will find this show both informative and inspiring, providing them with the knowledge and confidence to make sound retirement decisions.

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    52 mins
  • 020: Preserving and Optimizing Your 401K in Retirement
    Oct 19 2024

    Preparing for retirement and relying on a 401(k) means it's essential to preserve and optimize these funds for income, and how to handle them and taxes in retirement and more.

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    52 mins

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