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.

In this episode of the Own Your Retirement Show, hosts Mark Elliott and Josh Bretl, the president of FSR Wealth Strategies, dive into the complexities of retirement planning.

They address a host of foundational questions, such as "Can I retire?" and "Will my money last as long as I need it to?" They emphasize the importance of understanding your financial status and outline the steps you need to take to secure a stress-free retirement.

Interwoven with financial insights, Josh shares a heartfelt personal story about his daughter's passion for gymnastics, highlighting the significance of supporting the dreams and hobbies of loved ones.

This narrative ties into the broader theme of the episode, illustrating the importance of planning for a fulfilling retirement—one that allows you to enjoy life's pleasures and family moments without financial worries.

The episode also scrutinizes the challenges current and future retirees might face, considering potential changes in economic policies and their impact on retirement income.

The episode also dives into retirement for women and past facts on social security with a trivia game.

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.