Podcast Episodes
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The FSR Wealth Client Experience & Timeless Advice
Episode 24
The "Own Your Retirement Show," hosted by Josh Bretl, President of FSR Wealth Strategies, and Mark Elliott, focuses on guiding listeners through the …
1 year, 7 months ago
023: Election Results Impact on Your Retirement & Balancing Your Portfolio
Episode 23
The "Own Your Retirement Show" hosted by Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, focuses on providing insights into retireme…
1 year, 8 months ago
Weddings, The Election, Social Security, End of Year Taxes and The Own Your Retirement Process
Episode 22
The "Own Your Retirement Show" offers valuable insights for retirees and pre-retirees navigating the complexities of retirement planning. Hosted by J…
1 year, 8 months ago
Rolling Over IRAs and Falling Interest Rates
Episode 21
The "Own Your Retirement Show," hosted by Mark Elliott and Josh Bretl, offers invaluable insights for pre-retirees navigating the complexities of ret…
1 year, 8 months ago
Preserving and Optimizing Your 401K in Retirement
Episode 20
Preparing for retirement and relying on a 401(k) means it's essential to preserve and optimize these funds for income, and how to handle them and tax…
1 year, 8 months ago
Approaching 2025, Optimizing Social Security and Time Machine 1990
Episode 19
Changes and other things to keep note of ahead of the end of 2024 and the start of 2025. Optimizing your social security in retirement and a flashbac…
1 year, 8 months ago
Fed Cutting Rates, Taking Control of YOUR Retirement & Mailbag Questions
Episode 18
Interest rates are on the move again, with the Fed’s recent vote to cut rates. We've all experienced a series of unprecedented events in recent years…
1 year, 9 months ago
Retirement Savings Regret, Retirement Planning for Women, and Taxes Trivia
Episode 17
There can be regret with not saving enough for retirement or actions in retirement. We discuss how to handle that, in addition to some keys to know w…
1 year, 9 months ago
Making Retirement Money Last and Time Machine 2008
Episode 16
How to help your retirement money last after lots of savings and efforts to get it there. Plus, flashback to 2008 and what the time machine can teach…
1 year, 9 months ago
Social Security Viability Long-Term, Risks in Retirement & Scams to Watch Out For
Episode 15
No matter what your retirement plan looks like, if you’re like most people, it’s very likely that Social Security is an important part of it – but do…
1 year, 9 months ago