054: From Back-to-School Nerves to Retirement Jitters

Back-to-school jitters, market headlines, and retirement planning: what do they all have in common?In this episode of The Own Your Retirement Show, Josh Bretl and Mark Elliott explore how life’s big transitions mirror retirement.From Trump-era tariffs and shifting tax laws to the real-life stages of financial life, Josh explains why emotional decisions can derail a retirement plan and how preparation brings confidence.Along the way, he shares personal stories about his kids starting middle school, lessons he’d give his 20-year-old self, and the importance of having a retirement roadmap before life throws curveballs.Whether you’re just a few years away or already retired, you’ll gain insights on saving, taxes, healthcare, and protecting your wealth, without the jargon.📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with an FSR advisor.