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031: 2025 Plans & Resolutions + The Twin Threats of Taxes & Inflation
Manage episode 462142856 series 3610444
المحتوى المقدم من Josh Bretl. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Josh Bretl أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
The "Own Your Retirement Show," hosted by Josh Bretl and Mark Elliott, dives deep into financial planning strategies designed to help individuals prepare for a successful retirement. This episode kicks off with the hosts catching up on memorable holiday experiences, including Josh's exciting family trip to a Chicago Bulls game. While reminiscing about the past and the joy of sharing new experiences with his children, Josh creates a relatable bridge to the importance of making thoughtful choices and planning for the future.
The show transitions into valuable discussions on financial topics, such as recent updates to Social Security laws and their impact on retirees, effective tax management strategies, and the crucial role of inflation in retirement planning. Sharing actionable insights, Josh highlights the importance of creating a well-rounded retirement plan tailored to individual needs. With some New Year reflections woven in, the episode emphasizes setting realistic goals, the value of professional guidance, and how working with FSR Wealth Strategies can help secure a retirement lifestyle that’s both rewarding and resilient.
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