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030: Being Forced Into an Early Retirement and the Retirement Naughty & Nice List
Manage episode 458733930 series 3610444
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This episode of “The Own Your Retirement Show” hosted by Mark Elliott and Josh Bretl of FSR Wealth Strategies dives into crucial aspects of retirement planning, with a focus on creating a comprehensive strategy for income, taxes, healthcare, and legacy.
The hosts discuss the importance of proactive year-end tax planning, especially with upcoming changes to tax rates in 2026, and emphasize strategies like Roth conversions, tax loss harvesting, and maximizing tax brackets to minimize future financial burdens.
Through relatable anecdotes, they shed light on planning for unplanned retirements, managing required minimum distributions (RMDs), and balancing financial decisions like funding education versus securing retirement savings.
The show balances practical advice with personal reflections, such as the magic of Christmas through Josh’s children’s eyes, and underscores gratitude for professionals like teachers and CPAs.
It invites listeners to engage with retirement planning steps tailored to unique circumstances while offering resources like the FSR Wealth website for in-depth insights.
Whether tackling retirement fears or fine-tuning tax strategies, the episode emphasizes making informed decisions today to secure financial stability and peace of mind for tomorrow.
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