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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

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…

8 months ago

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Are You Working with the Right Advisor for Retirement?
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…

8 months, 1 week ago

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Why the 4% Rule Is Broken, and What Retirees Should Do Instead
Why the 4% Rule Is Broken, and What Retirees Should Do Instead

Episode 62

Retirement isn’t a short pit stop anymore, it can last 20 to 30 years or more.

In this week’s episode of The Own Your Retirement Show, Josh Bretl and …

8 months, 2 weeks ago

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What a Kids’ Book Taught Us About Retirement and Legacy
What a Kids’ Book Taught Us About Retirement and Legacy

Episode 61

What can a middle-school novel teach us about retirement?

A lot more than you’d think!

In this episode, Josh Bretl and Mark Elliott start with a heartw…

9 months ago

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Why Income Planning, and Not Gambling, Wins in Retirement
Why Income Planning, and Not Gambling, Wins in Retirement

Episode 60

This week on The Own Your Retirement Show, Josh Bretl and Mark Elliott dig into one of the trickiest parts of retirement: understanding interest rate…

9 months, 1 week ago

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Lasagna, Legacy, and Lifetime Income: Designing a Retirement Worth Savoring
Lasagna, Legacy, and Lifetime Income: Designing a Retirement Worth Savoring

Episode 59

Josh Bretl kicks off this week’s show with a story about a once-in-a-lifetime dinner at a world-famous restaurant, but it’s not just about food.

It’s …

9 months, 2 weeks ago

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The Retirement Storm: How to Face Rising Healthcare and Long-Term Care Costs
The Retirement Storm: How to Face Rising Healthcare and Long-Term Care Costs

Episode 58

Retirement isn’t just about money in the bank, it’s about planning for the big picture. 

In this episode of The Own Your Retirement Show, Josh Bretl a…

9 months, 3 weeks ago

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Go-Go, Slow-Go, No-Go: Navigating Every Stage of Retirement with Confidence
Go-Go, Slow-Go, No-Go: Navigating Every Stage of Retirement with Confidence

Episode 57

What do ice cream museums and retirement planning have in common?

More than you think!

In this episode, Josh and Mark kick things off with a hilarious …

9 months, 4 weeks ago

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Annuities Uncovered: The Good, the Bad, and the Misunderstood
Annuities Uncovered: The Good, the Bad, and the Misunderstood

Episode 56

Retirement planning is filled with tough choices, and Social Security and annuities often top the list. In this episode of The Own Your Retirement Sh…

10 months ago

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From Axolotls to Zoo Concerts to Interest Rates: Retirement Lessons That Stick
From Axolotls to Zoo Concerts to Interest Rates: Retirement Lessons That Stick

Episode 55

Planning for retirement isn’t just about saving money, it’s about building a solid foundation.

In this episode of The Own Your Retirement Show, Josh B…

10 months, 1 week ago

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