Shownotes
What do your daughter’s summer camp, your taxes, and your IRA all have in common?
In this episode, Josh Bretl and his co-host, Mark Elliott, explore how retirement planning is evolving in the face of longer lifespans.
From heartwarming family anecdotes to eye-opening longevity stats, they break down why living longer changes everything—and what you can do about it.
They dig into how Social Security, withdrawal strategies, and guaranteed income all need to adapt in this new age of retirement.
Plus, how taxes may be the biggest threat retirees don’t see coming. It’s an upbeat, honest conversation filled with humor, wisdom, and plenty of practical takeaways.
Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with an FSR advisor.