034: FSR’s Mic Drop Mission Statement 2.0

From its inception, the Retirement Equals Freedom Podcast has been laser-focused on providing practical info to help folks prepare for their golden years.

But on this very special episode Host Josh Bretl, founder of FSR Wealth Strategies, is letting us in on a secret!

As he and Co-Host Dave Schmidt explain, their team’s positive energy and client success are about more than the nuts and bolts of tax strategy, investments and savings.

What else is there?

Well, it’s personal!

Far from a cookie-cutter formula, the collaborative FSR approach to financial planning is customized to each individual’s story, and all kinds of dreams.

They care about where clients are stuck and, with their tools and expertise, know how to get past those stumbling blocks by reducing unnecessary anxiety, clarifying what’s possible and building the plan to make that vision – your ideal retirement – a reality.

And sooner than later! It’s all about making lives better and, says Josh, that “makes us feel really freakin’ good.”

You’ll hear about the mindset shift that occurred when the whole FSR team got together recently to define and celebrate what it is that makes their approach so unique.

Join Josh and Dave as they reflect on their core values and why it’s so important to fall in love with what you’re “for” – professionally, personally and in planning the best part of your life!

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Click here to learn more about or listen to previous episodes of The Retirement Equals Freedom Podcast. Or join the conversation over at our private Facebook group, which you can find here.

Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team’s CPAs. When it comes to living your best life, it’s never too early to get started!