# 063: Are You Working with the Right Advisor for Retirement?

Page: https://stenobird.com/podcast/retire-well-7066865/063-are-you-working-with-the-right-advisor-for-retirement
Text version: https://stenobird.com/podcast/retire-well-7066865/063-are-you-working-with-the-right-advisor-for-retirement.md
Podcast: [Retire Well](https://stenobird.com/podcast/retire-well-7066865)
Published: 2025-11-01T13:00:00+00:00
Episode link: https://academy.fsrwealth.com/radio_show/are-you-working-with-the-right-advisor-for-retirement/
Audio file: https://episodes.captivate.fm/episode/fb7c5bd5-5d0c-4d2d-82a4-7e64f94f6a6c.mp3
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JSON: https://stenobird.com/v1/public/podcasts/retire-well-7066865/episodes/063-are-you-working-with-the-right-advisor-for-retirement
Duration seconds: 3120

## Resource

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.

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## Transcript

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