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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!
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.
Family Expectations in Retirement, Annuities & Tips for a Happy Retirement
Josh Bretl delves into essential tips for a happy and successful retirement, emphasizing the importance of planning and having conversations with family about expectations, health, and financial desires.
Market Volatility’s Impact on Social Security
Josh Bretl discusses recent market volatility and it’s potential impact on social security, as well as the emotional and financial complexities involved in transitioning to a new financial advisor, especially during the retirement phase.
Creating Dependable Retirement Income & Recent Market Volatility
Josh stresses the necessity of having a robust retirement income plan that can withstand market fluctuations, ensuring financial security regardless of economic shifts. He advises listeners to seek professional guidance to navigate these complexities and safeguard their retirement portfolios against unforeseen economic changes.
Planning for Your Financial Future – Retirement, Travel, Legacy & More!
The episode emphasizes how planning for enjoyable activities, like travel, can enrich your retirement experience and fulfill your bucket list dreams.
Navigating Market Volatility and Hidden Retirement Obstacles
This episode includes a detailed discussion on market volatility, the proper asset allocation, and the importance of understanding and mitigating risks, especially for those close to or in retirement.
Navigating Retirement Amidst Market Volatility & Tax Challenges
Today’s episode addresses the challenges of retirement planning, focusing on how market fluctuations, influenced by political events such as tariffs, can impact retirement savings.
Planning for the Future of Taxes & Timeless Advice
The episode sheds light on various tax strategies, such as the benefits of Roth conversions during market downturns, rebalancing portfolios, and blending income sources to minimize taxes.
