Proven
Financial Planning Strategies for Retirees
We help retirement savers organize their financial lives, pay less in taxes, and spend more on the things they enjoy.
Proven
Financial Planning Strategies for Retirees
We help retirement savers organize their financial lives, pay less in taxes, and spend more on the things they enjoy.
Start Here
Why I Started Motion Retirement
(And What You'll Learn Here)
Why I Started Motion Retirement
(And What You'll Learn Here)
What hidden retirement tax trap can we solve for this week?
What hidden retirement tax trap can we solve for this week?
👋🏼 I'm Josh
A CERTIFIED FINANCIAL PLANNER® and Partner at an award-winning retirement firm.After helping over 500 retirees navigate their most important financial decisions, I noticed something: the best advice was getting lost in jargon and product pitches. That's why I started Motion Retirement.My goal is simple: turn complex retirement strategies into clear, actionable education that actually helps.I specialize in tax optimization, Social Security planning, charitable giving, and withdrawal strategies—the stuff that can make or break your retirement years.
👋🏼 I'm Josh
A CERTIFIED FINANCIAL PLANNER® and Partner at an award-winning retirement firm.After helping over 500 retirees navigate their most important financial decisions, I noticed something: the best advice was getting lost in jargon and product pitches. That's why I started Motion Retirement.My goal is simple: turn complex retirement strategies into clear, actionable education that actually helps.I specialize in tax optimization, Social Security planning, charitable giving, and withdrawal strategies—the stuff that can make or break your retirement years.
Deep Dives
Retirement is too important for surface-level advice. That’s why our Deep Dives go beyond just the quick tips and headlines.
Deep Dives
Retirement is too important for surface-level advice. That’s why our Deep Dives go beyond just the quick tips and headlines.
See more
Blog
Proven strategies. No fluff.
Blog
Proven strategies. No fluff.
See more
FAQ
Contact
Have a question? Want to learn more?
Start Here
We're Financial Planning Experts Who Do Our Best Work With Retirees
Aged 50+
You've spent decades working —
now it's time to think about what's next.
With $2M+ in Investments
You want to use your nest egg to lower taxes and spend more on the things you enjoy.
Ready For Expert Guidance
Retirement is complicated — you don't want to make this your new full-time job.
By narrowing our focus, we're able to go incredibly deep —
building comprehensive strategies around income, taxes, investments, and legacy planning.If this sounds like you, we might be a perfect fit!
1. Retirement Strategy Session
Learn what matters most to you, answer your big questions, and ensure we have the right expertise to help. No pressure, no sales pitch.
2. Welcome to the Define Family!
If we both determine it's a great fit, sign our Welcome Packet and begin the Total Retirement System™.
3. Ongoing Service
Formal review meetings. Regular monitoring and updates. Proactive touchpoints to take action on all important tasks.
Questions You Might Have
Not Quite Ready?
No problem! Subscribe to keep learning with free Deep Dives on YouTube and practical strategies in our weekly newsletter—
no product pitches, just education.
Smart and proven retirement strategies.
No product pitches.
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Copyright © 2026 · Josh Rendler obo Motion Retirement
Smart and proven retirement strategies.
No product pitches.
Follow
Copyright © 2026 · Josh Rendler obo Motion Retirement
Educational Disclaimer
Last updated: 09/18/2025
This website is for informational and entertainment purposes only. It is in no way a solicitation or offer to sell securities. This site is not engaged in rendering legal, financial, or other professional services.While the site attempts to ensure that the content is timely and accurate, it makes no representations or warranties with respect to the accuracy or completeness of the content. This site specifically disclaims any responsibility for any liability, loss, risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the contents of this site.Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Past performance may not be indicative of future results.Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.Diversification does not guarantee a profit nor is it guaranteed to protect assets
Privacy Policy
Last updated: 09/18/2025
Motion Retirement operates at MotionRetirement.com (the “Site”). This page informs you of our policies regarding the collection, use, and disclosure of Personal Information we receive from users of the Site.We use your Personal Information only for providing and improving the Site. By using the Site, you agree to the collection and use of information in accordance with this policy.INFORMATION COLLECTION AND USE
While using our Site, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include but is not limited to your name (“Personal Information”).LOG DATA
Like many site operators, we collect information that your browser sends whenever you visit our Site (“Log Data”). This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages, and other statistics. In addition, we may use third-party services such as Google Analytics, that collect, monitor and analyze this traffic.COMMUNICATIONS
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The security of your Personal Information is important to us, but remember that no method of transmission over the internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.CHANGES TO THIS PRIVACY POLICY
This Privacy Policy is effective as of (add date) and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page. We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy. If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us or by placing a prominent notice on our website.CONTACT US
If you have any questions about this Privacy Policy, please contact us.