THE Retirement Equals Freedom
Join Our Totally Free and Totally Awesome Retirement Equals Freedom Podcast Email Club!
Every other Thursday you'll receive a shiny new email with episode details, quotable quotes, images, and other fun "stuff" that will get your day off to an amazing start. Never miss a new episode — Enter your name and email below to join!
"*" indicates required fields
Subscribe to our podcast using your favorite app!
Don't see your favorite app above? No problem! Open your favorite podcast app and search for Retirement Equals Freedom. We'll be there!
New to the world of podcasts?
We put together a short video walking you through how to easily find our podcast! Click the button below and the video will pop-up.
Dig in to all episodes from 11 onwards individually!
Learn how and why certain annuities can make the perfect fit for when your portfolio needs rounding out. You’ll learn about various annuities to consider, what makes them appealing and potential pitfalls to avoid.Listen Now
Clarity. Simplicity. Certainty. When it comes to turning your finances over to an expert, these are the three guiding lights that you need to keep in mind.Listen Now
When it comes to Tax Prep versus Tax Planning? Hands down, planning is king! Josh Bretl shows us the difference between filing our taxes and positioning ourselves to minimize what taxes we owe.Listen Now
It’s been a bumpy ride for banks lately – but context is everything! This episode decodes the collapse in recent weeks of Silicon Valley Bank, Signature Bank and First Republic.Listen Now
In this episode we get down to the nitty-gritty of tax strategy for retirement! You’ll come away with a better understanding of the downsides of mutual funds and a new way of thinking about capital gains as something to manage – not dodge at your own expense.Listen Now
Don’t live in fear of capital gains or tax liabilities! Learn about portfolio rebalancing, the difference between sheltered and unsheltered investment vehicles, and tax drag!Listen Now