july 2024

What’s Up!

@FSR Wealth

Rockin’ Summertime: Hot Financial Insights & Cool Tips for Retirees!

Welcome to What’s Up! @FSR Wealth – the one-stop video newsletter that features Josh bringing you all our latest and greatest news along with easy links to sign up for upcoming events.

Our mission is making retirement the best part of your life. How do we get there? In addition to personalized financial advice, we believe education and community are key to building a solid financial foundation.

That’s why each month, rain or shine, our offerings include a variety of ways to learn, ask questions, stay up to date and support each other on the journey to growing financial security, purpose and peace of mind.

Click on the video below to hear all about events we’ve got planned this month + fun family updates and a teaser for Josh’s favorite summertime adult beverage!

What’s on the FSR Wealth Agenda This Month!

Appointment Viewing: Our Monthly “Java With Josh” Livestream!

Java with Josh - July 2024 upcoming shows poster

Did you miss July’s show? No worries, watch the reply on YouTube by simply clicking the button below.

Keep up with the latest market developments – and learn how to turn investments to your advantage – with our monthly YouTube livestream. We offer timely analysis and FSR Wealth updates. Got questions? Ask ‘em live during our viewer Q&A!

Josh is Broadcasting On Your AM Radio Dial!

Hey, Chicagoland!

Get a jump on those weekend chores while listening to “The Own Your Retirement Show with Josh Bretl” from 7am-8am CST every Saturday on WLS 890 AM. It’s a fun, fast-paced hour of radio full of financial insights and top tips for securing the retirement of your dreams and the peace of mind you deserve!


Estate Planning: What Happens When Your Loved One Passes Away?

If you’re a client, or if you know one of our clients, you’ve probably been invited to one of these educational events before. On May 16th we were joined by Jason Tunquist, an estate planning attorney who we work very closely with.

The event was very well received! The night didn’t focus so much on estate planning, but rather what to expect when a loved one passes away.

The video quality isn’t great, but the audio quality is fantastic. Click the button below to see a replay of the video on our YouTube channel.

There’s Nothing Like Face-to-Face!

Click this link to meet live so we can get to know you:

FSR Wealth’s in-person get togethers are at the heart of what we do – building community as well as your financial future. We invite you to join us at fun local venues to hear expert speakers and get the latest info on changes to Medicare, how to time Social Security, retirement account minimum distributions, tax planning strategies and other topics that directly impact your well-being in retirement.

Complimentary Upcoming In-Person Events!

Get savvy about tapping Social Security!

Deciding when and how to claim Social Security is critical when it comes to maximizing long-term income and structuring retirement savings. Join us and learn how to avoid some of the most common – and costly – mistakes retirees make when it comes to filing for Social Security benefits.

* These events are for folks that have never seen Josh speak or present

Entrance of the Pioneer Park Community Center in Arlington Heights

Pioneer Park Community Center
Arlington Heights Park

Tuesday, July 23rd @ 11:30am
Tuesday, July 23rd @ 6:30pm
Thursday, July 25th @ 6:30pm

Medicare developments you need to know about!

Q3 Arboretum poster

Find out about changes on the horizon that may directly impact your health care choices when we are joined by David Wylly, a Medicare specialist who knows the landscape – and what retirees can expect!

Please note these educational events are typically for our clients only. We are reserving a limited amount of seats for non-clients, as we know how important of a topic Medicare is! If you’re not a client and are interested in attending, please email or call Michael Senese from our team; 630.993.8200 or msenese@fsrwealth.com. He’ll add you to our wait list and give you the next steps.

If you are a client, you’ll receive an email with more details and the RSVP form within the next few weeks.

The Morton Arboretum
Thornhill Education Center
September 25, 2024 @ 6:30pm

Around the FSR Water Cooler

All in the Family

We’re always curious to hear what’s new with our clients! Send us a pic (msenese@fsrwealth.com) of your latest family milestone or adventure! We’ll hand select a few of your submissions and feature them in August’s newsletter.

Happy Hour with Josh is back … sort of

We didn’t record a fun video this month, but don’t fret, it’s in the works for August. For July, Josh shares his favorite summertime cocktail: the Aperol Spritz. Have a seasonal recipe you’d like to share? Email it to us here (msenese@fsrwealth.com).

From the archives

Have you listened to “Retirement Equals Freedom,” co-hosted by Josh and his creative director/high school buddy, Dave Schmidt? It’s a gold mine’s worth of education about everything you need to know to make retirement the best part of your life! Click below to listen to the whole trove of past episodes.