Shownotes
Welcome to the inaugural episode of The Retirement Equals Freedom Podcast!
The name pretty much spells it out: We’re here to help people understand how to use smart strategy and planning to secure – and enjoy – the retirement of their dreams.
Along with his sidekick Dave Schmidt, Josh Bretl will be sharing his insights as a certified public accountant with nearly two decades of experience building tax-focused plans that are all about freedom – the ability to do what you want to do, when you want and with whomever you want!
In this episode you’ll meet the co-hosts, learn a bit about their backstories and a universal truth about retirement. Even with the right resources in place, it’s a transition.
That’s why Josh plans to share interviews with clients and experts, trusted advisory insight, recommended reading – as well as a good portion of fun and personal perspective.
Tune in to find out what’s in Josh’s toolkit – tips and tricks he’s acquired over nearly 20 years of helping people from all walks of life go out and squeeze the very best out of their golden years!