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Own Your Retirement
Radio Show
Thanks for tuning in to WLS 890 on Saturday morning from 7-8am! We’re glad to have you here. During some of my radio shows I mention resources I’ve added to our radio show page. Scroll down through this page to find what you’re looking for. Need help? Reach out and we’ll be sure to get back to you ASAP: radio@fsrwealth.com
Featured Videos from Josh
Your Tax Buckets
Browse and Listen to Past Episodes!
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.
Fondue and Finances & Retirement Income Blueprint
Josh Bretl explores what it takes to build a successful retirement plan—covering income, taxes, healthcare, legacy, and more. From Social Security to market volatility, he blends practical advice with personal stories (including a fun trip to The Melting Pot) to help you navigate uncertainty and create a plan tailored to your life and goals.
Social Security, Making Your Money Work for You and Memorial Day
The overarching theme in this episode 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.
Tax Savvy Strategies & Cleaning Up 6 Common Myths About Retirement
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.
Avoiding Negative Thinking in Market Uncertainty
Today’s 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.
