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026: Family, Finances and the Importance of Understanding the Value of Money in Retirement
Manage episode 453499343 series 3610444
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The "Own Your Retirement" show, hosted by Mark Elliott and Josh Bretl of FSR Wealth Strategies, focuses on guiding listeners through the complexities of planning for retirement. This episode covers key topics like financial planning, retirement stages, and the importance of understanding the value and purpose of money. Josh shares engaging stories about Thanksgiving traditions and client success stories, tying them to life lessons such as financial education and intentional spending. 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. Josh emphasizes the need to align retirement goals with financial realities, adapt plans over time, and even consider how activities like travel or legacy planning fit into overall financial strategies. With actionable advice and relatable anecdotes, the show provides a blend of expertise and approachability, encouraging clients to connect with FSR Wealth Strategies for personalized retirement guidance.
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