035: Balancing Family and Finances - Planning for a Secure Retirement

In this episode of the Own Your Retirement Show, hosts Mark Elliott and Josh Bretl, the president of FSR Wealth Strategies, dive into the complexities of retirement planning.They address a host of foundational questions, such as "Can I retire?" and "Will my money last as long as I need it to?" They emphasize the importance of understanding your financial status and outline the steps you need to take to secure a stress-free retirement.Interwoven with financial insights, Josh shares a heartfelt personal story about his daughter's passion for gymnastics, highlighting the significance of supporting the dreams and hobbies of loved ones.This narrative ties into the broader theme of the episode, illustrating the importance of planning for a fulfilling retirement—one that allows you to enjoy life's pleasures and family moments without financial worries.The episode also scrutinizes the challenges current and future retirees might face, considering potential changes in economic policies and their impact on retirement income.The episode also dives into retirement for women and past facts on social security with a trivia game.

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This episode is 52 minutes long.

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This episode was published on February 22, 2025.

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