044: Tax Savvy Strategies & Cleaning Up 6 Common Myths About Retirement episode artwork

EPISODE · May 17, 2025 · 52 MIN

044: Tax Savvy Strategies & Cleaning Up 6 Common Myths About Retirement

from Retire Well

This week's Own Your Retirement Show centers around retirement planning and financial strategies, led by the president of FSR Wealth Strategies, Josh Bretl.Key topics include the importance of tax efficiency, diversification, and the handling of tariffs.The discussion emphasizes the need for professional guidance in navigating the complexities of retirement planning, particularly in keeping up with changing tax laws and market conditions.Furthermore, the show touches on personal anecdotes, such as Josh Bretl's experiences with his family's school events and reflections on broader economic issues impacting investments and savings, including tariffs and interest rates influenced by political moves.A discussion of tax savvy strategies, 401Ks and six common myths in retirement also occurs in the radio show.

Episode metadata supplied by the publisher feed · Published May 17, 2025

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044: Tax Savvy Strategies & Cleaning Up 6 Common Myths About Retirement

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