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The Own Your Retirement Show

The Own Your Retirement Show

De: Josh Bretl
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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.Copyright 2025 Josh Bretl Ciencias Sociales Economía Finanzas Personales
Episodios
  • 045: Social Security, Making Your Money Work for You and Memorial Day
    May 24 2025

    The "Own Your Retirement Show" with Josh Bretl, President of FSR Wealth Strategies, focuses on critical aspects of financial planning for retirement.

    Key topics include strategies to minimize taxes on retirement savings such as 401(k)s and IRAs, where FSR Wealth Strategies emphasizes the importance of understanding the tax implications and planning accordingly.

    The show also highlights upcoming workshops on maximizing social security benefits, which are designed to educate participants on optimizing their social security income based on personal circumstances.

    The overarching theme is the necessity of creating a comprehensive retirement strategy that encompasses investment, tax, and expenditure planning to ensure financial stability and enjoyment during retirement years.

    Financial education is a recurring theme, with discussions on upcoming workshops at locations like Glen Ellyn Library, aimed at increasing understanding of social security and other retirement topics.

    The show encourages listeners to take proactive steps toward their retirement planning, offering complimentary consultations with Josh Bretl to address personal financial concerns, such as investment strategies and healthcare planning.

    The episodes also touch on the emotional aspects of financial planning, highlighting common scenarios such as differing retirement visions between spouses and the role of lifetime tax considerations in overall financial decisions.

    The show emphasizes the critical nature of customized, well-informed planning and decision-making to achieve desired retirement outcomes while navigating the complexities of market volatility and tax legislation

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    52 m
  • 044: Tax Savvy Strategies & Cleaning Up 6 Common Myths About Retirement
    May 17 2025

    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 with changing tax laws and market conditions.

    Furthermore, the show touches on personal anecdotes, such as Josh Bretl's experiences with his family's school events and reflections on broader economic issues impacting investments and savings, including tariffs and interest rates influenced by political moves.

    A discussion of tax savvy strategies, 401Ks and six common myths in retirement also occurs in the radio show.

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    52 m
  • 043: Avoiding Negative Thinking in Market Uncertainty
    May 10 2025

    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 necessity of being prepared for life's uncertainties and making informed decisions about where to allocate money to avoid unnecessary taxes.

    The overall goal is to help listeners create a comprehensive retirement plan that provides financial security and peace of mind, even amid economic uncertainties.

    Furthermore, the show shares insights from Morgan Housel's book, "The Psychology of Money," highlighting the psychological aspects that influence financial decisions.

    The podcast emphasizes the importance of planning for unexpected events and adapting to life's changes.

    It covers the emotional and psychological factors often overlooked in financial planning and stresses the significance of being flexible and ready to adjust plans as needed.

    The show encourages listeners to understand how emotions influence spending and saving habits, underscoring that the most effective plans account for changes and uncertainty.

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    52 m
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