You’re in the right spot! Welcome to the:
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!
Bitcoin, Investing and Retirement Planning
In this episode, the duo blends lighthearted insights from Annie with expert advice on retirement challenges, covering market volatility, cryptocurrency risks, and tax considerations. They stress the importance of stability, diversification, and professional guidance to build a secure financial future.
Family, Finances and the Importance of Understanding the Value of Money in Retirement
The duo discusses how retirement phases, from the active “go-go” years to the slower “no-go” years, influence spending habits and planning priorities. Listeners are reminded of the critical role financial planning plays in achieving a comfortable and meaningful retirement.
Growing Government Debt and a Future with Potential Higher Taxes
Key topics include year-end retirement planning priorities, managing Required Minimum Distributions (RMDs), exploring Medicare enrollment changes, and maximizing Roth conversions for tax efficiency.
The FSR Wealth Client Experience and Timeless Advice
Josh emphasizes that transitioning to retirement is a significant life change, often more profound than expected, due to the loss of regular income and the need to make crucial financial decisions.
Election Results Impact on Your Retirement & Balancing Your Portfolio
The episode discusses the impact of political changes, like Trump’s election victory, on financial portfolios and tax strategies.
Weddings, The Election, Social Security, End of Year Taxes and The Own Your Retirement Process
One of the key themes is the significance of tax planning in retirement. The hosts discuss how strategic tax decisions can impact overall financial well-being, highlighting the differences between taxable, tax-deferred, and tax-free accounts.
Rolling Over IRAs and Falling Interest Rates
In the latest *Own Your Retirement Show*, hosts Mark Elliott and Josh Bretl share key tips on rolling over 401(k)s, maximizing returns, and avoiding common mistakes, with insights on both finance and life.
Preserving and Optimizing Your 401K in Retirement
Preparing for retirement and relying on a 401(k) means it’s essential to preserve and optimize these funds for income, and how to handle them and taxes in retirement and more.
Approaching 2025, Optimizing Social Security and Time Machine 1990
Changes and other things to keep note of ahead of the end of 2024 and the start of 2025. Optimizing your social security in retirement and a flashback to 1990 in the time machine and what it can teach with past lessons.
Fed Cutting Rates, Taking Control of YOUR Retirement & Mailbag Questions
Interest rates are on the move again, with the Fed’s recent vote to cut rates. We’ve all experienced a series of unprecedented events in recent years, so we discuss what YOU can be doing RIGHT NOW to help take back control of your financial future.
