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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!
Lasagna, Legacy, and Lifetime Income: Designing a Retirement Worth Savoring
Josh compares retirement planning to a fine dining experience, one that requires thoughtful design, flexibility, and the right team behind the scenes. This episode dives into how proactive tax strategies, income planning, and knowing your spending habits can help you build a plan that lasts.
The Retirement Storm: How to Face Rising Healthcare and Long-Term Care Costs
Social Security, Medicare, and healthcare costs can feel overwhelming, but they don’t have to derail your retirement. In this episode, Josh and Mark break down the hidden costs, smart strategies, and real-life stories that help you plan ahead with confidence. Learn how to protect your savings and enjoy retirement on your terms.
Go-Go, Slow-Go, No-Go: Navigating Every Stage of Retirement with Confidence
Josh and Mark start with a sweet story about the Museum of Ice Cream before tackling the serious retirement planning tasks you need to finish before year-end. From Roth conversions and RMDs to planning for your go-go, slow-go, and no-go years, they make retirement simple, clear, and even fun.
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.
