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Own Your Retirement
Radio Show
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Featured Videos from Josh
Your Tax Buckets
Browse and Listen to Past Episodes!
Annuities Uncovered: The Good, the Bad, and the Misunderstood
When should you claim Social Security? Are annuities a smart move or a costly mistake? In this episode, Josh Bretl and Mark Elliott cut through confusion with humor and plain talk. Learn the pros and cons of different annuities, the art behind Social Security timing, and how to build confidence in retirement decisions.
From Axolotls to Zoo Concerts to Interest Rates: Retirement Lessons That Stick
Retirement success depends on more than a 401(k). In this episode of The Own Your Retirement Show, Josh Bretl and Mark Elliott explain the three pillars every retiree needs: tax planning, investment strategies, and reliable income. With humor, real-life stories, and practical advice, they make retirement planning clear, simple, and fun.
From Back to School Nerves to Retirement Jitters
Retirement can feel as nerve wracking as the first day of middle school, but the right plan brings clarity and confidence. In this episode, Josh Bretl and Mark Elliott explore the five financial stages of life, share lessons learned, and reveal strategies to protect wealth, avoid scams, and make retirement your best chapter yet.
Is Your Advisor Right for Retirement, or Just for Growing Money?
Are you working with the right advisor for retirement? Josh Bretl and Mark Elliott unpack overlooked risks, the fee vs. fine debate, and why taxes matter more than you think. With practical strategies and humor, this episode helps retirees gain clarity and confidence for the years ahead. Don’t miss it.
Palm Trees & Pension Plans: A Christmas in July Retirement Talk
What do tropical Christmas trees and tax planning have in common? This episode mixes holiday fun with crucial financial tips—like why women must plan differently for retirement, when to do Roth conversions, and how to maximize Social Security. Tune in for laughs, learning, and lasting lessons.
From Sleepaway Camp to Retirement: Planning for the Long Haul
Are you ready for a 30-year retirement? In this fun, eye-opening episode, Josh and Mark explore how longer lifespans are reshaping the way we plan, spend, and thrive in retirement. From guaranteed income to withdrawal strategies and taxes, they break it all down—humor included. Don’t miss this one!
The Big Beautiful Bill: What Retirees Really Need to Know
Congress just passed “The Big Beautiful Bill,” and it’s changing everything from standard deductions to Roth strategies. In this episode, Josh and Mark unpack how these updates affect retirees—plus tips for smarter planning, realistic spending, and making retirement the best part of your life. A fun and informative breakdown for today’s savvy retiree.
Josh vs. Gravity: What a Canadian Go-Kart Ride Taught Us About Retirement
Josh and Mark unpack the four biggest retirement questions—when can I retire, have I saved enough, will my money last, and will my loved ones be okay? Along the way, Josh shares a hilarious Canadian family vacation story (yes, there’s a bear). It’s a fun, informative episode packed with insight—and some pretty epic french fry rankings.
From 90s Prom to Tax Reform: Retirement Lessons You Didn’t Expect
Josh’s wife relives prom night — and it sparks a reflection on creating joyful memories in retirement. Then it’s down to business with a deep dive into the “Big Beautiful Bill,” Social Security taxes, Roth conversions, and managing Medicare’s sneaky surcharges. A fun, thoughtful, and practical guide for owning your retirement with confidence and clarity.
From Birthday Parties to Tax Strategies: Real Talk for Real Retirees
Josh and Mark kick things off with a Medieval Times birthday bash before diving into the serious stuff: taxes, market volatility, and building a rock-solid retirement plan. Learn how to align your income, investments, and tax strategies for lasting peace of mind — with a few laughs along the way.
