What can a middle-school novel teach us about retirement?

A lot more than you’d think!

In this episode, Josh Bretl and Mark Elliott start with a heartwarming story about Josh’s family reading time and a surprising book set in a retirement village.

The story sparks a conversation about connection, communication, and legacy, before diving into how those same themes apply to retirement planning.

From the rising cost of healthcare to the changing role of 401(k)s and pensions, Josh breaks down how to plan for the expected and the unpredictable with clarity and confidence.

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