Podcast Episodes
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Do I Really Have Enough? Turning Retirement Anxiety Into a Clear Plan
Episode 72
Retirement brings freedom, but it also brings questions.
In this episode of The Own Your Retirement Show, Josh Bretl and Mark Elliott explore why so m…
7 months, 3 weeks ago
From a Vegas Magic Show to Market Logic: Finding Your Financial Balance
Episode 71
Have you ever looked at the price of a burger and wondered if you accidentally walked into a five star steakhouse?
On this episode of Retire Well, Jos…
8 months ago
Wrigley Field to Retirement Income. A Plan That Feels Comfortable
Episode 70
On this episode of Retire Well, Josh Bretl and Mark Elliott dig into what most people really mean when they say they want a “comfortable retirement.”…
8 months, 1 week ago
Retire Well, Live Fully. Why Wellment Financial Is More Than a New Name
Episode 69
This week on Retire Well, Josh Bretl pulls back the curtain on a big change with a very familiar purpose. The firm formerly known as FSR Wealth Strat…
8 months, 2 weeks ago
A Christmas Guide to Retirement Clarity
Episode 68
Retirement should feel more like a holiday break and less like a stressful countdown.
In this festive episode of The Own Your Retirement Show, Josh Br…
8 months, 4 weeks ago
Roth Moves, RMDs and Holiday Deadlines Made Simple
Episode 67
This week, Josh Bretl and Mark Elliott break down the end of year planning moves every retiree should know.
They explain how Roth conversions, RMDs, c…
9 months ago
Turkey, Stuffing and Your Nest Egg: A Holiday Guide to Better Retirement Decisions
Episode 66
This week, Josh and Mark use the Thanksgiving table as a fun and surprisingly practical way to break down the key parts of a strong retirement plan.
F…
9 months, 3 weeks ago
How Rate Cuts, Longevity, and Planning Shape Your Retirement Future
Episode 65
Josh kicks off the show with a story from his annual father daughter camping trip, a reminder of why intentional time matters.
He then breaks down the…
9 months, 4 weeks ago
Taxes, AI, and Artemis: A Surprisingly Hopeful Look at the Future
Episode 64
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 headlin…
10 months, 1 week ago
Are You Working with the Right Advisor for Retirement?
Episode 63
This week, Josh Bretl and Mark Elliott dive into what truly makes a confident, successful retirement.
After sharing a funny story from a family trip t…
10 months, 2 weeks ago