042: Family Expectations in Retirement, Annuities & Tips for a Happy Retirement

In this episode of "Own Your Retirement Show," Josh Bretl delves into essential tips for a happy and successful retirement, emphasizing the importance of planning and having conversations with family about expectations, health, and financial desires.Josh shares personal anecdotes about his family's approach to retirement and stresses the significance of setting clear expectations to avoid potential issues.Additionally, the episode highlights the critical role of time management in retirement and the five tips for a happy retirement.This approach to retirement planning includes not only financial strategies but also maintaining health, staying active, and finding new purposes post-career. Throughout the middle portion of the show, Josh goes over annuities - what they are, how they work, the many different kinds, how they factor into retirement plans and when they do and don't make sense.

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This episode is 52 minutes long.

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This episode was published on May 3, 2025.

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