Shownotes
This week, Josh and Mark use the Thanksgiving table as a fun and surprisingly practical way to break down the key parts of a strong retirement plan.
From investments as the main course to income, taxes, and even emergency savings as the essential sides, they show how every piece of your financial picture works together.
Josh also shares five tips for a happier, more confident retirement, including health, purpose, social connections, and planning ahead with family.
Ready to talk?
Call (630) 478-9599 to schedule your complimentary 15 minute call with an FSR advisor.