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049: Josh vs. Gravity: What a Canadian Go-Kart Ride Taught Us About Retirement

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Manage episode 494088210 series 3610444
Content provided by Josh Bretl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Bretl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What do downhill carting in Calgary, a baby black bear, and retirement planning have in common? They’re all part of this week’s episode of The Own Your Retirement Show!

Fresh off a family trip to the Canadian Rockies, Josh shares some hilarious and heartwarming travel stories—including the kids’ new obsession with go-karts and french fries at the top of a rotating tower. But the real journey? It’s figuring out how to retire confidently.

Josh and Mark dive into the four essential questions every retiree or soon-to-be-retiree should ask:

  • When can I retire?
  • Have I saved enough?
  • Will my money last?
  • Will my loved ones be okay?

They explore the difference between wanting to retire and being able to, how pensions and Social Security fit into your income puzzle, and why taxes may be the biggest retirement wildcard.

From long-term care costs to Roth conversion opportunities, this episode is packed with relatable advice, real-life scenarios, and a few good dad jokes for good measure.

If you’re planning for retirement—or just wondering if you’re on the right path—this episode gives you a roadmap that’s both practical and easy to follow.

📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with an FSR advisor.

  continue reading

53 episodes

Artwork
iconShare
 
Manage episode 494088210 series 3610444
Content provided by Josh Bretl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Bretl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What do downhill carting in Calgary, a baby black bear, and retirement planning have in common? They’re all part of this week’s episode of The Own Your Retirement Show!

Fresh off a family trip to the Canadian Rockies, Josh shares some hilarious and heartwarming travel stories—including the kids’ new obsession with go-karts and french fries at the top of a rotating tower. But the real journey? It’s figuring out how to retire confidently.

Josh and Mark dive into the four essential questions every retiree or soon-to-be-retiree should ask:

  • When can I retire?
  • Have I saved enough?
  • Will my money last?
  • Will my loved ones be okay?

They explore the difference between wanting to retire and being able to, how pensions and Social Security fit into your income puzzle, and why taxes may be the biggest retirement wildcard.

From long-term care costs to Roth conversion opportunities, this episode is packed with relatable advice, real-life scenarios, and a few good dad jokes for good measure.

If you’re planning for retirement—or just wondering if you’re on the right path—this episode gives you a roadmap that’s both practical and easy to follow.

📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with an FSR advisor.

  continue reading

53 episodes

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