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.

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.

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.

Changes and other things to keep note of ahead of the end of 2024 and the start of 2025. Optimizing your social security in retirement and a flashback to 1990 in the time machine and what it can teach with past lessons.

Interest rates are on the move again, with the Fed’s recent vote to cut rates. We've all experienced a series of unprecedented events in recent years, so we discuss what YOU can be doing RIGHT NOW to help take back control of your financial future.

Bonus: Mailbag questions on retirement.

There can be regret with not saving enough for retirement or actions in retirement. We discuss how to handle that, in addition to some keys to know with retirement planning for women and couples. Plus, trivia on taxes and tax history.

How to help your retirement money last after lots of savings and efforts to get it there. Plus, flashback to 2008 and what the time machine can teach us.

No matter what your retirement plan looks like, if you’re like most people, it’s very likely that Social Security is an important part of it – but do you feel confident about Social Security going into retirement? Do you think you’ll be able to rely on it? According to a new survey, most Americans don’t.

What risks do you need to be careful of retirement? And what scams should you watch out for with your finances?