045: Social Security, Making Your Money Work for You and Memorial Day

The Own Your Retirement Show

The "Own Your Retirement Show" with Josh Bretl, President of FSR Wealth Strategies, focuses on critical aspects of financial planning for retirement.

Key topics include strategies to minimize taxes on retirement savings such as 401(k)s and IRAs, where FSR Wealth Strategies emphasizes the importance of understanding the tax implications and planning accordingly.

The show also highlights upcoming workshops on maximizing social security benefits, which are designed to educate participants on optimizing their social security income based on personal circumstances.

The overarching theme is the necessity of creating a comprehensive retirement strategy that encompasses investment, tax, and expenditure planning to ensure financial stability and enjoyment during retirement years.

Financial education is a recurring theme, with discussions on upcoming workshops at locations like Glen Ellyn Library, aimed at increasing understanding of social security and other retirement topics.

The show encourages listeners to take proactive steps toward their retirement planning, offering complimentary consultations with Josh Bretl to address personal financial concerns, such as investment strategies and healthcare planning.

The episodes also touch on the emotional aspects of financial planning, highlighting common scenarios such as differing retirement visions between spouses and the role of lifetime tax considerations in overall financial decisions.

The show emphasizes the critical nature of customized, well-informed planning and decision-making to achieve desired retirement outcomes while navigating the complexities of market volatility and tax legislation