Episode
069: Retire Well, Live Fully. Why Wellment Financial Is More Than a New Name
- Podcast
- Retire Well
- Published
- Jan 3, 2026
- Duration seconds
- 3120
- Processing state
not_requested
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Summary
This week on Retire Well, Josh Bretl pulls back the curtain on a big change with a very familiar purpose. The firm formerly known as FSR Wealth Strategies is now Wellment Financial, a name that better reflects what retirement planning is really about. Not just numbers, but clarity, confidence, and living fully in the years ahead. Josh shares the story behind the rebrand, the firm’s roots as a CPA practice started in 1988, and how it evolved into a retirement focused firm built on three pillars. Smart tax focused planning, managing your entire financial life under one roof, and creating a community where retirees feel supported. The conversation also dives deep into the tax challenges retirees face today, from required minimum distributions and Roth conversions to Social Security taxation and planning after the loss of a spouse. It is a thoughtful, practical episode about why retirement should feel as good as it is planned. 📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with an FSR advisor.