This week, Josh Bretl and Mark Elliott dive into what truly makes a confident, successful retirement.

After sharing a funny story from a family trip to Cabo San Lucas, Josh draws a surprising connection between family planning and financial planning, both take effort, but they’re worth it.

The conversation shifts to a Yahoo Finance report revealing how wealthy retirees think differently, focusing on guaranteed income, lifetime tax planning, and legacy.

Josh also shares when it might be time to re-evaluate your financial advisor and what to look for in one who specializes in retirement.

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