• 036: Planning for the Future of Taxes & Timeless Advice

  • Mar 1 2025
  • Length: 52 mins
  • Podcast

036: Planning for the Future of Taxes & Timeless Advice

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  • Summary

  • In this episode of the "Own Your Retirement Show," hosts Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, delve into the intricacies of retirement planning and the impact of taxation.

    Josh shares personal anecdotes about family trips and sledding adventures, highlighting the importance of creating lasting memories.

    They discuss the implications of potential changes to the 2017 Tax Cuts and Jobs Act and how these changes could affect retirees, emphasizing the importance of tax planning in ensuring a secure financial future.

    The episode sheds light on various tax strategies, such as the benefits of Roth conversions during market downturns, rebalancing portfolios, and blending income sources to minimize taxes.

    Listeners are encouraged to take a proactive approach to their retirement planning, considering both the growth and preservation of their investments.

    Josh offers practical advice on how to navigate the complex world of retirement savings, ensuring that listeners can achieve their retirement goals and enjoy the fruits of their labor without unnecessary financial stress.
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