What do ice cream museums and retirement planning have in common?

More than you think!

In this episode, Josh and Mark kick things off with a hilarious story about Josh’s family trip to the Museum of Ice Cream, then dive into the serious stuff retirees can’t ignore as the year wraps up.

From Roth conversions to required minimum distributions, tax strategies, Medicare enrollment, and charitable giving, they cover the most important fourth-quarter moves you should consider.

Plus, Josh shares how to plan for the go-go, slow-go, and no-go years of retirement so you can enjoy today while preparing for tomorrow.

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