THE Retirement Equals Freedom

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.

When it comes to annuities, there are some very real downsides. But in addition to outlining those, Josh helps us get clear that it’s not a black and white situation.

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.

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.

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.

Medicare — The beauty and the terror! Dave Wylly of Medicare Solutions Network joins Josh on the podcast to liberate you from the fear of Medicare!

Medicare can be intimidating, but don’t bury your head in the sand! If you want to truly own your retirement, be proactive in forming a solid Medicare strategy.

Our team’s positive energy and client success are about more than the nuts and bolts of tax strategy, investments and savings. What else is there? Listen to find out!

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.

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!