Retirement Equals Freedom

By Josh Bretl

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Category: Investing

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Episodes: 42

Description

Got your bucket list ready to go? Been fattening up your 401k, maxing out your IRA contributions, calculating your social security pay-out? Then you’re ready to talk amongst friends, which is what The Retirement Equals Freedom Podcast is all about. This biweekly conversation features Josh Bretl, a CPA, Senior Advisor, and owner of FSR Wealth Strategies who shares financial planning tips and informative insights gleaned over two decades of helping clients achieve their retirement dreams. A lot of it has to do with a mindset shift from saving to spending – not as easy as you might imagine! Josh’s irreverent co-host and long-time pal Dave (“The Dave”) Schmidt may occasionally divert us into comical flights of fancy, but each episode is mostly about the rock-solid practical tools we need for planning – and living – our best lives. So tune in to find out how to maximize freedom beyond that last pay check. And stick around to learn why 90s music is forever, high school hoops are a metaphor for life and classic comfort foods (can you say Chocolate Puddin’ Cakes five times fast?) never get old!

Episode Date
041: Annuities Part 2 - Because Some Is Never Enough!
Jul 05, 2023
040: What’s Annuities Got to Do With It? - Part 1
Jun 21, 2023
039: Choosing the Right Retirement Financial Advisor: A Checklist for Success
Jun 07, 2023
038: When It Comes to Taxes, It’s All in the Planning!
May 24, 2023
037: Waking Up to Bank Failures and What It All Means
May 10, 2023
036: De-Mystifying Medicare - Part 2
Apr 26, 2023
035: De-Mystifying Medicare - Part 1
Apr 12, 2023
034: FSR’s Mic Drop Mission Statement 2.0
Mar 22, 2023
033: Tax Challenges Are Unavoidable. But There Are Solutions!
Mar 08, 2023
032: Don’t Let Tax Drag Drag Your Investments Down!
Feb 22, 2023
031: SECURE Act 2.0 for Retirees – What You Need to Know!
Feb 01, 2023
030: Fun With 401k Plans - America's Greatest Savings Tool!
Jan 18, 2023
029: Your Annual IRA Contributions – When, Why & How Much!
Jan 04, 2023
028: 4 Things to Know Before Claiming Social Security (Part 3)
Dec 21, 2022
027: When Should You Claim Social Security? (Part 2)
Dec 07, 2022
026: Getting the Lowdown on Social Security (Part 1)
Nov 23, 2022
025: Factoring Longer Lifespans into Retirement Security – and Fun!
Nov 09, 2022
024: 2022 Year-End Financial Planning
Oct 26, 2022
023: What are Some Bond Alternatives?
Oct 12, 2022
022: All About Inflation Fighting I Bonds
Sep 28, 2022
021: How Does the SECURE Act Affect Your IRAs?
Sep 14, 2022
020: Is the 60/40 Portfolio Dead?
Aug 31, 2022
019: Do Bonds Have a Place in My Portfolio?
Aug 25, 2022
018: What Happens to Your Money When You Die?
Aug 18, 2022
017: Retirees Focus on the Wrong Thing
Aug 11, 2022
016: Is Paying Advisor Fees Worth it?
Aug 04, 2022
015: When Can I Retire?
Jul 28, 2022
014: What to Look For in a Retirement Advisor
Jul 21, 2022
013: Should Taxes Play a Role in Where You Decide to Retire?
Jul 14, 2022
012: Roth IRA Conversions Are For Everyone
Jul 07, 2022
011: Roth IRAs May be the Greatest Tax Benefit to Retirees
Jun 30, 2022
010: Inflation is Here and it's Not Going Away
Jun 23, 2022
009: Putting Money Into Your IRA & 401k is Easy. Now How do You Get it Out?
Jun 16, 2022
008: Know Your Risk Score and Don't Rely on Dumb Luck!
Jun 09, 2022
007: Don't Let Fear and Greed Derail Your Retirement
Jun 02, 2022
006: Knowing Your Budget and How Much You Spend is Critical in Retirement!
May 26, 2022
005: You Get to Decide How Much Taxes to Pay in Retirement!
May 20, 2022
004: As a Retiree Your Investment Strategy Needs to Balance Time and Risk
May 12, 2022
003: How Will You Replace Your Income in Retirement?
May 05, 2022
002: Don't Let Fear Dominate Your Retirement
Apr 29, 2022
001: Retirement Equals Freedom: You Deserve to Thrive in Retirement!
Apr 29, 2022
The Trailer - This is Where it all Begins!
Apr 14, 2022