Retire Well

This week's Own Your Retirement Show centers around retirement planning and financial strategies, led by the president of FSR Wealth Strategies, Josh Bretl. Key topics include the importance of tax efficiency, diversification, and the handling of tariffs. The discussion emphasizes the need for professional guidance in navigating the complexities of retirement planning, particularly in keeping up w...

The "Own Your Retirement Show", hosted by Josh Bretl of FSR Wealth Strategies, delves into the intricacies of retirement planning. The show emphasizes the importance of having a concrete plan for financial security through retirement, and on today's show discuss the phases of retirement planning, the significance of powers of attorney, healthcare, and legacy planning. The podcast highlights the ne...

In this episode of "Own Your Retirement Show," Josh Bretl delves into essential tips for a happy and successful retirement, emphasizing the importance of planning and having conversations with family about expectations, health, and financial desires. Josh shares personal anecdotes about his family's approach to retirement and stresses the significance of setting clear expectations to avoid potenti...

In this episode of The Own Your Retirement Show, Josh Bretl discusses recent market volatility and it's potential impact on social security, as well as the emotional and financial complexities involved in transitioning to a new financial advisor, especially during the retirement phase. He highlights the use of a well-crafted "current advisor letter" to facilitate the transition, along with the nec...

In this episode of "The Own Your Retirement Show," host Josh Bretl discusses tariffs and their impact on the economy and individual retirement planning. Josh explains the concept of tariffs and how they can affect the cost of goods imported into the U.S., using the example of the baking industry to illustrate potential cost increases for consumers. He emphasizes the importance of separating the ec...

In this episode of "The Own Your Retirement Show," host Josh Bretl dives deep into the intricacies of retirement planning. Josh starts off discussing the multifaceted aspects of retirement, including the importance of seeking professional guidance to answer critical questions about when and how to retire. The conversation then transitions into a lighter note as Josh shares his plans for a family r...

In this episode of the Own Your Retirement Show, host Josh Bretl dives into various challenges and strategies associated with planning for retirement. The discussion kicks off with a heartwarming analogy about rock climbing, which Josh uses to illustrate the hard work and preparation needed for retirement. This narrative establishes a broader theme of perseverance and careful planning, likening re...

In this episode of the "Own Your Retirement Show," Josh Bretl dives into the complexities of retirement planning amidst market volatility and political uncertainties. They begin the discussion by highlighting the significance of community celebrations in Chicago, particularly St. Patrick's Day, which serves as a metaphor for rejuvenation and new beginnings—much like the hopeful transition into ret...

In this episode of the "Own Your Retirement Show," hosts Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, delve into the intricacies of retirement planning and the impact of taxation. Josh shares personal anecdotes about family trips and sledding adventures, highlighting the importance of creating lasting memories. They discuss the implications of potential changes to the 2017 Tax...

In this episode of the Own Your Retirement Show, hosts Mark Elliott and Josh Bretl, the president of FSR Wealth Strategies, dive into the complexities of retirement planning. They address a host of foundational questions, such as "Can I retire?" and "Will my money last as long as I need it to?" They emphasize the importance of understanding your financial status and outline the steps you need to t...

In this episode of the Own Your Retirement Show, Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, dive into the intricacies of retirement planning. They address common concerns like whether you can afford to retire, how to ensure your money lasts, and when the right time to retire might be. Listeners are treated to Josh's light-hearted family stories, including a memorable traditio...

The "Own Your Retirement Show" hosted by Josh Bretl, president of FSR Wealth Strategies, and Mark Elliott provides valuable insights into retirement planning. This episode centered on understanding key retirement concerns, from managing income, investments, taxes, and healthcare to addressing emotional aspects and practical challenges retirees face. Josh opened up about a personal experience of si...

The latest episode of the Own Your Retirement Show with hosts Josh Bretl and Mark Elliott takes listeners on an insightful exploration of retirement planning, focusing on key unknowns and avoiding common regrets. The episode begins with Josh sharing a heartfelt personal story about celebrating his 20th wedding anniversary, skillfully tying it into the discussion of life’s significant transitions—m...

The "Own Your Retirement Show," hosted by Josh Bretl and Mark Elliott, dives deep into financial planning strategies designed to help individuals prepare for a successful retirement. This episode kicks off with the hosts catching up on memorable holiday experiences, including Josh's exciting family trip to a Chicago Bulls game. While reminiscing about the past and the joy of sharing new experience...

This episode of “The Own Your Retirement Show” hosted by Mark Elliott and Josh Bretl of FSR Wealth Strategies dives into crucial aspects of retirement planning, with a focus on creating a comprehensive strategy for income, taxes, healthcare, and legacy. The hosts discuss the importance of proactive year-end tax planning, especially with upcoming changes to tax rates in 2026, and emphasize strategi...

The "Own Your Retirement" radio show, hosted by Mark Elliott and Josh Bretl of FSR Wealth Strategies, offers listeners insightful discussions and actionable advice on retirement planning. This episode highlights the challenges modern retirees face, like the lack of pensions compared to past generations and the increasing cost of living. Mark and Josh discuss practical solutions, focusing on saving...

Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future … is right now. Josh Bretl and Mark Elliott discuss avoiding complacency and other bad habits in retirement that prevent us from making adjustments to our por...

This "Own Your Retirement Show" episode covers a wide range of financial and retirement planning topics, with hosts Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, leading the discussion. The duo kicked off the show with a lighthearted conversation about Josh's family's trip to see the musical Annie , tying themes of optimism from the show’s music to the challenges faced by retire...

The "Own Your Retirement" show, hosted by Mark Elliott and Josh Bretl of FSR Wealth Strategies, focuses on guiding listeners through the complexities of planning for retirement. This episode covers key topics like financial planning, retirement stages, and the importance of understanding the value and purpose of money. Josh shares engaging stories about Thanksgiving traditions and client success s...

The "Own Your Retirement Show," hosted by Josh Bretl and Mark Elliott, tackles a variety of important financial topics to help retirees and pre-retirees take control of their financial futures. The show kicks off with a personal and heartwarming story from Josh about a father-daughter camping weekend, demonstrating the value of building meaningful memories amidst life’s busy moments. From there, t...

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 signi...

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 per...

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,...

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 S...

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.