Retire Well

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 wi...

Four key questions in retirement to have you prepared, plus timeless historical advice that can help you with your finances and retirement.

Talking about retirement for the baby boomer generation as well as the upcoming Gen X who is right around the corner in planning for their retirement. Plus mailbag questions about financials and more.

 A retirement surge with 65-year-olds is coming. Plus the secure act 2.0 and what it means for your retirement. And timeless advice through the years that can help you in your financial and retirement dreams.

If you have market investments as part of your financial plan, then some of the recent financial headlines have undoubtedly caught your attention and how it could affect your retirement of financial plan. Plus, the five financial stages in life leading to retirement and questions from listeners.

2025 is right around the corner and plenty of financial decisions are ahead, including what the cost-of-living adjustments will be for social security. How to make your money work for you with savings in retirement. Trivia on social security. Plus, what you'd do differently if you could go back and hole-in-ones!

What are some reasons to look for a new financial advisor and get rid of your old one, and what's the best way to go about the process? Plus, the top five questions facing you in retirement planning.

There are several big risks to your money that could have a negative impact on you in retirement as you plan for your financial future.

As we grind closer to Election Day 2024, how do we sort through the campaign promises and political rhetoric and how it impacts your finances and retirement? Planning for the taxes and everything that goes with retiring to a large IRA. And what the Olympics can teach us about retirement and finances ahead of Paris 2024.

Most people are worried about becoming a burden on their family or being unable to afford nursing home care later in life. Are you one of them? Plus, discussing financial risk and our behavior as retirees and the top five things to avoid doing when your retire.

Today’s higher interest rates won’t last forever. So what money moves have you made to capitalize on them? And planning for the worst expenses in retirement like long-term care versus hoping for the best.

Retirement can mean the freedom to do what you want to do when you want to do it for as long as you can. How does that impact your finances and how is it dependent on which of the three stages of retirement you are in from the go-go, slow-go to the no-go years.

Josh Bretl discusses uncertainty and nervousness ahead of retirement, as well as preserving your retirement savings from taxes. Plus, the top five taboo topics of retirement to discuss.

You probably know what you should plan to spend on housing, vacations and groceries in retirement. But are you ready for all the unplanned costs in retirement? Plus, preserving those retirement savings with taxes and the ever-changing economic climate. Finishing the show off with the Top 5 Taboo Topics in retirement.

When you build your financial house, where do you start and what makes up the essential parts of a house? How does it all work together in creating your retirement and financial plan?

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. Enjoy the trailer, and be sure to subscribe to our show!