THE Retirement Equals Freedom

PODCAST

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

Name*

Dig in to all episodes from 11 onwards individually!

For all other episodes, click here to scroll down to the embedded audio widget.

REF 026 video thumbnail

026: Getting the Lowdown on Social Security (Pt. 1)

November 22, 2022

Are you ready for all things Social Security? On this episode we take a 360° look at this federal program that touches the lives of just about every retired American.

Listen Now
REF 025 video thumbnail

025: Factoring Longer Lifespans into Retirement Security – and Fun!

November 9, 2022

Actuarially speaking, death these days isn’t really a downer! We’re living longer, which means more fun. And it also means you need to plan for a longer life.

Listen Now
REF 024 video thumbnail

024: What Should I Consider When Doing My Year-End Planning?

October 26, 2022

They say timing is everything, which is most definitely the case when it comes to year-end financial planning. That’s why Host Josh Bretl is bringing us his Top Six End-of-Year Considerations as we bring 2022 to a close.

Listen Now
REF 023 video thumbnail

023: What are Some Bond Alternatives?

October 12, 2022

We’re losing some of the downside protection, and we also still have ultra-low interest rates. You could deal with low interest when not worried about values falling out from beneath of us, but now we kind of have this worst of both worlds.

Listen Now
REF 022 video thumbnail

022: All About Inflation Fighting I Bonds

September 28, 2022

I Bonds are pegged to inflation and as inflation has soared, so have their rates of return. Learn about who is qualified to purchase, how much can be invested annually, the tax implications upon withdrawal of funds and whether this is an investment that’s right for you.

Listen Now
REF 021 video thumbnail

021: How Does the SECURE Act Affect Your IRAs?

September 14, 2022

The SECURE Act was passed by Congress in 2019 with several benefits to retirees. However, without proactive financial planning, you may miss the boat on timing distributions and wind up paying taxes you want to avoid!

Listen Now
REF 020 video thumbnail

020: Is the 60/40 Portfolio Dead?

August 31, 2022

For decades, the 60/40 portfolio has provided retirees a reliable mix of 60% equities and 40% bonds to protect against market downturns. Not so much anymore. Due to shifting interest rates and other factors, that gold standard formula is no longer a given.

Listen Now
REF 019 video thumbnail

019: Do Bonds Have a Place in My Portfolio?

August 25, 2022

Learn all about bonds – Why are they important to your portfolio? How does the economy affect rates? Is it time to consider buying, selling, or looking for alternatives?

Listen Now
REF 018 video thumbnail

018: What Happens to Your Money When You Die?

August 18, 2022

Josh and Dave (aka Vulcan Schmidt Todd Lopez) move us out of denial into a clearer understanding of what estate planning looks like and how assets are classified among partners and beneficiaries. The topic doesn’t have to be ghoulish or sad!

Listen Now
REF 017 video thumbnail

017: Retirees Focus on the Wrong Thing

August 11, 2022

You are probably under dreaming when it comes to what you can afford to enjoy in your retirement. There are three tiers to Josh’s hierarchy of financial thinking: Dreams, strategies, and tools. How do each of those contribute to your retirement? Which of those should you focus on? And which should you let an advisor help with?

Listen Now

Book a Complimentary Call with Josh Bretl