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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!
Navigating Life Transitions and the Reality of Market Hype
Navigating major life transitions requires balancing deep emotional shifts with clear financial strategy. This episode explores the reality of market hype surrounding high profile investments and explains why long term retirement security relies on disciplined cash flow planning, right-sized emergency reserves, and proactive tax minimization rather than chasing volatile media trends.
From Sleepaway Camp to SpaceX: Navigating Major Retirement Transitions
Preparing for retirement is a major life transition that requires careful strategy. We explore the truth about rising healthcare costs, examine Medicare complexities, and discuss long-term care planning. We also share critical insights on managing investment hype and answer listener questions about concentrated stock and personal loss to bring needed clarity to your path.
Donut Runs, Top Gun, and the Hidden Tax Traps in Retirement
Are you prepared for an unexpected retirement timeline? In this episode of Retire Well, Josh Bretl and Mark Elliott break down why nearly sixty percent of people retire earlier than planned. They explore critical strategies for legacy planning, how to avoid common beneficiary blunders, and the hidden tax adjustments that impact a surviving spouse today.
What a Theme Park Dinner Teaches Us About Retirement Planning
Retirement planning is about far more than hitting a specific savings target. In this episode of Retire Well, we discuss how to turn your accumulated savings into a reliable monthly income stream. Learn how to manage key risks like inflation, taxes, and market volatility using our strategic fiscal house framework to protect your family future.
Why Your Retirement Magic Number Might Be a Total Myth
Many people spend their careers searching for a single retirement magic number, but true financial security depends entirely on your spending choices. In this episode, we break down the limits of generic savings goals, explore strategic Roth conversions for Illinois residents, and outline how to protect your hard earned wealth from common retirement tax traps.
The Two Lane Highway Strategy for a Confident Retirement
A recent report shows that 67 percent of Americans fear outliving their savings more than death itself. Transitioning from an accumulation mindset to a retirement income strategy can be intimidating. This week, we explore how to replace your paycheck, utilize a simple two lane highway income framework, and navigate complex family inheritance decisions with confidence.
Sweating the Small Stuff: Lessons from an 85 Degree Seminar
In this episode, Josh Bretl shares a story from a chaotic 85 degree workshop in Wheaton to explain why personal connection and clarity matter in retirement. We discuss falling confidence among workers and the Wellment Way approach to Social Security, taxes, and income planning for a secure future.
Beyond the Pension: Building Your Own Retirement Paycheck
With traditional pensions disappearing, the responsibility for creating a retirement paycheck has shifted to you. Josh Bretl explores the strategy of income blending and tax diversification to help ensure your money lasts. Learn how to navigate economic uncertainty and utilize recent tax laws to move forward with confidence, freedom, and comfort.
Unexpected Visitors and the Most Dangerous Decade
Josh Bretl shares a cautionary tale about an unexpected visitor in his car and how it relates to the most dangerous decade of your financial life. This ten-year window around your retirement is critical for your long-term success. Learn how to protect your plan from sequence of returns risk and find true financial clarity.
The Parmesan Reset and the Women’s Retirement Marathon
Retirement is a 30 year marathon, especially for women navigating longer lifespans and complex tax shifts. This week, Josh Bretl discusses the importance of a Parmesan reset to find focus amidst market volatility, the impact of Social Security whammies, and why minimizing lifetime taxes is key to your peace of mind.
