• 034: Preserving and Optimizing Your 401K

  • Feb 15 2025
  • Length: 52 mins
  • Podcast

034: Preserving and Optimizing Your 401K

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  • Summary

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

    They address common concerns like whether you can afford to retire, how to ensure your money lasts, and when the right time to retire might be.

    Listeners are treated to Josh's light-hearted family stories, including a memorable tradition of celebrating "National Eat Ice Cream for Breakfast Day," which serves as a delightful segue into a thought-provoking discussion on the joys and freedoms retirement can offer.

    The episode then takes a more serious turn as Josh and Mark analyze the impact of Washington and Wall Street on your retirement.

    They discuss the significance of the 2017 Tax Cuts and Jobs Act and how upcoming legislative decisions could affect retirees.

    Josh offers expert insights on managing 401(k)s, the importance of strategic income planning, and the differences between various retirement accounts.

    Filled with practical advice and personal anecdotes, this episode is a valuable resource for anyone looking to gain clarity and confidence in their retirement planning journey.
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