047: From Birthday Parties to Tax Strategies: Real Talk for Real Retirees

What do Medieval Times, Eminem, and retirement tax planning have in common? Quite a bit, actually — at least on this week’s episode of The Own Your Retirement Show!Josh Bretl and Mark Elliott kick things off with a hilarious story from Josh’s life as a dad — taking 16 eleven-year-olds to Medieval Times for an epic birthday party (complete with jousting, yellow knight banners, and a very loud bus ride).But after the laughs, they roll up their sleeves and get into what’s really top-of-mind for many pre-retirees and retirees: how to plan smarter for a secure and enjoyable retirement.Josh shares why taxes are the biggest source of stress for clients today — and why most people (and their advisors) overlook them.You’ll learn why market volatility feels more threatening in retirement, how to think about shifting from saving to spending, and why income planning isn’t just about numbers — it’s about peace of mind.The guys also break down the three essential pillars of retirement: tax strategies, investment management, and reliable income generation — and how they all need to work together.It’s a must-listen for anyone serious about taking control of their financial future… and having a little fun along the way.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with an FSR advisor and take the first step toward owning your retirement.