• 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
  • 024: The FSR Wealth Client Experience & Timeless Advice
    Nov 16 2024

    The "Own Your Retirement Show," hosted by Josh Bretl, President of FSR Wealth Strategies, and Mark Elliott, focuses on guiding listeners through the complexities of retirement planning.

    The episode discusses the importance of taking control over your retirement by planning for income, investments, taxes, healthcare, and legacy management.

    Josh emphasizes that transitioning to retirement is a significant life change, often more profound than expected, due to the loss of regular income and the need to make crucial financial decisions.

    Josh shares personal anecdotes to illustrate how retirement planning can often lead to 'analysis paralysis,' where individuals are overwhelmed by the numerous decisions they need to make.

    The show stresses the value of creating a customized retirement plan that addresses each individual's needs and goals, offering peace of mind and control over one's financial future.

    Listeners are encouraged to contact FSR Wealth Strategies for a complimentary consultation to explore the "Own Your Retirement Planning Process," which helps retirees take ownership of their financial future by understanding their current standing and mapping out their path to a secure retirement.

    The episode also highlights FSR's unique family-oriented approach, combining tax planning with investment and insurance strategies to provide comprehensive retirement solutions.

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    52 mins
  • 023: Election Results Impact on Your Retirement & Balancing Your Portfolio
    Nov 9 2024

    The "Own Your Retirement Show" hosted by Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, focuses on providing insights into retirement planning. The episode discusses the impact of political changes, like Trump's election victory, on financial portfolios and tax strategies. The hosts emphasize the importance of adapting to potential changes in tax legislation and maintaining a personalized approach to retirement planning.

    Key topics include the 2017 Tax Cuts and Jobs Act, Roth conversions, and the significance of rebalancing investment portfolios. Becky Swansburg, a former White House staffer, offers expert insights on tax planning and the implications of rising national debt on future tax rates. The conversation also touches on the importance of taking a long-term view of retirement planning, advocating for strategic decisions that are not swayed by political fluctuations.

    Listeners are encouraged to consult with FSR Wealth Strategies for personalized retirement planning, especially in light of potential future tax increases and economic changes. The show promotes a proactive approach to financial planning, urging individuals to take control of their retirement strategies and make informed decisions about their financial future.

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    52 mins
  • 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

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