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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!
From a Vegas Magic Show to Market Logic: Finding Your Financial Balance
Inflation, risk, and retirement income are deeply connected. In this episode, Josh Bretl explains why cash flow planning matters, how to understand your portfolio’s true risk, and why retirement strategies must evolve as life changes. Learn how thoughtful planning can help reduce stress and support long term financial confidence.
Wrigley Field to Retirement Income. A Plan That Feels Comfortable
A comfortable retirement starts with income. On this episode of Retire Well, Josh Bretl explains how income, protection, growth, and liquidity work together to support lasting retirement confidence. Learn why understanding your spending and planning for taxes can give you permission to truly enjoy retirement.
Retire Well, Live Fully. Why Wellment Financial Is More Than a New Name
Josh Bretl explains why FSR Wealth Strategies became Wellment Financial and what it means for today’s retirees. From tax focused planning and RMDs to Social Security and long-term care, this episode shows why retirement planning is about more than money. It is about clarity, confidence, and living fully.
A Christmas Guide to Retirement Clarity
This holiday-themed episode of The Own Your Retirement Show connects the joy of the season with smarter retirement planning. Josh Bretl explains why retirement is about income, taxes, and flexibility, not a magic number, and answers listener questions on healthcare, gifting, and legacy planning.
Roth Moves, RMDs and Holiday Deadlines Made Simple
The end of the year is one of the most important times for retirees to review taxes, deadlines, and income strategies. This episode explains Roth conversions, RMD timing, capital gains planning, and charitable opportunities while also exploring how retirement spending shifts across the go go, slow go, and no go years.
Turkey, Stuffing and Your Nest Egg: A Holiday Guide to Better Retirement Decisions
A Thanksgiving table inspired this episode’s fun look at retirement planning. Josh breaks down how investments, income, taxes, and emergency savings work together, then shares five tips for building a happier, healthier, more fulfilling retirement. A strong plan brings clarity, confidence, and purpose.
How Rate Cuts, Longevity, and Planning Shape Your Retirement Future
This episode unpacks the Federal Reserve’s latest rate cut, what rising longevity means for retirees, and why intentional planning matters more than ever. Josh explains how interest rates, income strategies, taxes, and smart withdrawals all shape long term confidence so you can enjoy retirement on your terms.
Taxes, AI, and Artemis: A Surprisingly Hopeful Look at the Future
Despite the gloomy headlines, Josh Bretl believes there’s plenty for retirees to feel optimistic about. In this episode, he and Mark Elliott discuss why long-term planning, smart tax strategies, and a little perspective can make all the difference for your financial future. Hope and preparation, it turns out, go hand in hand.
Are You Working with the Right Advisor for Retirement?
After a whirlwind family trip to Cabo, Josh Bretl reflects on how both family and finances benefit from planning with purpose. This episode explores the habits of wealthy retirees, the importance of lifetime tax strategy, and how to tell if your advisor is truly right for your retirement goals.
Why the 4% Rule Is Broken, and What Retirees Should Do Instead
Today’s retirees are living longer and spending differently than ever before. In this episode, Josh Bretl and Mark Elliott unpack how to plan for every phase of retirement — from travel-filled “go-go” years to later-life healthcare needs — and explain why the old 4% rule no longer works in today’s financial reality.
