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Dig in to all episodes from 11 onwards individually!

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

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041: Annuities Part 2 – Because Some Is Never Enough!

July 5, 2023

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.

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040: What’s Annuities Got to Do With It? – Part 1

June 21, 2023

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.

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039: Choosing the Right Retirement Financial Advisor: A Checklist for Success

June 7, 2023

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.

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038: When It Comes to Taxes, It’s All in the Planning!

May 24, 2023

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.

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037: Waking Up to Bank Failures and What It All Means

May 10, 2023

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.

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036: De-Mystifying Medicare – Part 2

April 24, 2023

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!

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035: De-Mystifying Medicare – Part 1

April 12, 2023

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.

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034: FSR’s Mic Drop Mission Statement 2.0

March 22, 2023

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!

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033: Tax Challenges Are Unavoidable. But There Are Solutions!

March 8, 2023

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.

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032: Don’t Let Tax Drag Drag Your Investments Down!

February 22, 2023

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!

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