Welcome to the inaugural episode of The Retirement = 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!

  • FSR Wealth Management is a registered investment advisor located in Elmhurst, Illinois. Information and opinions contained in this audio have been arrived at by FSR Wealth Advisors. All information herein is for informational purposes and should not be construed as investment advice. It does not constitute an offer, a solicitation or recommendation to purchase any security. FSR is not providing legal, tax, accounting or financial planning advice in this audio. These views are as of the date of this publication and are subject to change.