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Taxes, AI, and Artemis: A Surprisingly Hopeful Look at the Future

Taxes, AI, and Artemis: A Surprisingly Hopeful Look at the Future

Episode 64 Published 8 months ago
Description

In this week’s episode of The Own Your Retirement Show, Josh Bretl and Mark Elliott talk optimism - yes, optimism - in a world full of gloomy headlines.

From a fourth-grade Greek mythology presentation to the latest Federal Reserve moves, Josh shares why he believes retirees have more reasons to feel hopeful than fearful.

He explains how technology and consistent tax laws can actually work in your favor, and how smart planning can protect your income, reduce taxes, and keep your retirement on track even when the news says otherwise.

The episode also digs into strategies for managing RMDs, Social Security taxation, and Medicare’s IRMAA rules, all with FSR Wealth’s signature clarity and humor.

📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with an FSR advisor.

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