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027: Bitcoin, Investing and Retirement Planning
Manage episode 455005073 series 3610444
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This "Own Your Retirement Show" episode covers a wide range of financial and retirement planning topics, with hosts Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, leading the discussion. The duo kicked off the show with a lighthearted conversation about Josh's family's trip to see the musical Annie, tying themes of optimism from the show’s music to the challenges faced by retirees in navigating market volatility and changing financial landscapes. They transitioned into the complexities of cryptocurrency investments, like Bitcoin, and explored the risks and rewards for retirees, stressing the importance of diversification and caution when incorporating high-risk assets into financial portfolios.
The discussion shifts to broader financial themes such as legislative risk, market dynamics, and retirement income planning. Josh emphasized the importance of long-term strategies that prioritize stability over reactionary moves influenced by market or political volatility. Topics range from tax considerations, Social Security, and Medicare to tariffs and corporate tax policies. With their wealth of expertise, the hosts underscored the significance of personalization and strategic diversification in retirement planning, wrapping up with a call to action for listeners to work with professionals to ensure their financial plans remain solid regardless of external shifts.
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