Relax, It’s Retirement Podcast
Are you worried about the impact of taxes in retirement? Concerned you might run out of money in retirement? Are you looking to avoid making costly pitfalls transitioning into retirement? Welcome to the Relax, It’s Retirement Podcast with Josh Leonard from Leonard Advisory Group. In this podcast, we help those nearing retirement greet it with a well prepared smile. Join Josh and his guests to learn the retirement and tax planning tips you need so that you too, can live your golden years with the happiness and excitement you deserve. Hear stories from his years of experience to help you transition into a fun and intentional retirement.
Episodes
July 23, 2024 • 29 mins
Are you ready to break some financial rules to optimize your retirement planning? Today, we’re challenging the rules of retirement planning to see when breaking them might actually be in your best interest. In this episode, Josh Leonard and his partner in crime, Pete Belcastro dive into five conventional financial rules that many believe are …
Mark as Played
July 16, 2024 • 26 mins
Are you ready to make your retirement last for the long haul? In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss the importance of longevity in retirement. They cover strategies for structuring your assets to ensure they last, the importance of tax planning, and tips for maintaining an active and fulfilling …
Mark as Played
July 9, 2024 • 34 mins
Have you ever found yourself curious about how some folks manage to live their retirement years to the fullest? This week on Relax, It’s Retirement, Josh sits down with Chuck Glenz, a long-term client and family friend, to discuss Chuck’s unique and insightful journey through life and retirement. You’ll learn practical advice on retirement planning, …
Mark as Played
July 2, 2024 • 35 mins
Art isn’t just for galleries – it’s a powerful tool for enriching your retirement experience. Have you ever thought about how art could transform your retirement? Today on Relax, It’s Retirement, Josh introduces Tami Fauver, the Executive Chief and Curator at Krasl Art Center. They explore the dynamic intersection of the arts and retirement and …
Mark as Played
June 25, 2024 • 31 mins
Are your financial decisions driven by a fear of missing out (FOMO)? Get ready to conquer your retirement planning with confidence and ease. Today on Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss retirement planning with a focus on overcoming the fear of missing out (FOMO) and making informed decisions for a secure financial …
Mark as Played
June 17, 2024 • 31 mins
What does it take to truly conquer life’s toughest challenges and apply those lessons to your retirement? This week on Relax It’s Retirement, Josh Leonard and Pete Belcastro dive into the topic of “doing hard things” and how taking on challenges can prepare you mentally and emotionally for retirement. Josh shares an inspiring anecdote about …
Mark as Played
June 11, 2024 • 26 mins
Ever wondered how to effectively save for retirement without missing out on the joys of life today? Today on Relax, It’s Retirement, Josh Leonard shares invaluable tips about optimizing your savings strategy during the accumulation phase of your finances. Whether you’re just starting or looking to refine your approach, this episode demystifies the order of …
Mark as Played
June 4, 2024 • 22 mins
Are you being hoodwinked by financial advice on social media? In today’s episode of Relax, It’s Retirement, Josh Leonard delves into the murky waters of financial advice on social media platforms. With special attention on the credibility of so-called financial influencers, or ‘finfluencers,’ Josh unpacks the allure of simplicity in managing finances that social media …
Mark as Played
May 28, 2024 • 33 mins
Are you ready for retirement? How much money do you need to ensure your golden years are truly golden? Today on Relax It’s Retirement, Josh Leonard and Pete Belcastro address essential considerations for anyone nearing retirement. From understanding the right time to retire to strategically managing retirement income, this conversation aims to equip you with …
Mark as Played
May 21, 2024 • 22 mins
How does life insurance fit into your retirement plan? Is life insurance still relevant in retirement? This week on Relax It’s Retirement, Josh Leonard and Pete Belcastro discuss whether or not life insurance is necessary in retirement. They cover four main reasons to own life insurance in retirement: covering debts, preserving family assets, covering long-term …
Mark as Played
May 14, 2024 • 31 mins
Transitioning into retirement could feel just as sunny and relaxed as a perfect summer day, but like spending a day in the sun, you’ve got to plan for all weather factors when it comes to retirement or risk feeling a little burned. Today on Relax, It’s Retirement, Josh Leonard and Pete Belcastro delve into part …
Mark as Played
Many believe that impactful philanthropy is exclusive to the ultra-rich. However, strategic charitable giving is accessible to a wide range of donors. In this episode, Josh Leonard is joined by philanthropy expert Jack Miller, principal of Miller Consulting, for a conversation about how strategic charitable giving can be a cornerstone of your financial planning and …
Mark as Played
April 30, 2024 • 29 mins
Are you ready to greet retirement with a well-prepared smile? Welcome to the Relax, It’s Retirement podcast, where we dive into mastering financial literacy in your golden years. This episode, featuring Josh Leonard and Pete Belcastro, zooms in on transitioning into retirement with intent. They explore practical tips for income and budget planning in April’s …
Mark as Played
April 23, 2024 • 42 mins
Are you struggling to navigate the complexities of charitable giving and tax planning for retirement? Let us introduce you to Daffy! Josh Leonard and his guest, Adam Nash, co-founder and CEO of Daffy.org dive into the world of donor-advised funds, money decisions, and much more on this engaging episode of Relax It’s Retirement. They address …
Mark as Played
April 16, 2024 • 23 mins
Are you looking to maximize your tax bracket and secure a stress-free retirement? You might want to consider adding Roth conversions to your retirement plan. Josh Leonard and Pete Belcastro dive into the world of Roth conversions, discussing three key scenarios when converting to a Roth IRA might benefit your retirement plan with a focus …
Mark as Played
April 9, 2024 • 33 mins
Are you nearing retirement but still burdened with your kid’s college debt payments? Discover how you can potentially cut those payments in half with The College Dude. Today on Relax, It’s Retirement, Josh Leonard and Dan Cieniewicz, CFP®, CCFC, CSLP®, a.k.a. The College Dude, delve into the world of managing Parent PLUS loans to balance …
Mark as Played
April 2, 2024 • 33 mins
Have you ever wondered how quickly the stock market can plunge into a bear market and the impact it has on your investments? Join Josh Leonard and our Pete Belcastro, as they delve into three significant market crashes in history, including the 1929 stock market crash, Black Monday in 1987, and the recent COVID market …
Mark as Played
March 26, 2024 • 27 mins
What’s your retirement adventure? Meet Barbara Hillary, the trailblazer who set foot on the North Pole at 76. Let’s explore her remarkable story! In this special Women’s History Month episode, Josh Leonard and Yana Leonard, CIA, MBA, Director of Finance, share the incredible life story of Barbara Hillary, an inspiring woman who challenged herself to …
Mark as Played
March 19, 2024 • 25 mins
Have you ever found yourself making financial decisions based on instinct rather than informed choices? In this episode, Josh Leonard talks about five common behavioral biases that can influence financial decision-making. He addresses loss aversion, confirmation bias, herd mentality, overconfidence, and anchoring bias, illustrating each with real-world examples. He also discusses the influence of laziness …
Mark as Played
March 12, 2024 • 31 mins
In a world filled with distractions and temptations, discipline stands as a beacon of consistency and success, guiding us toward our goals and aspirations. Whether in financial planning, health routines, or personal growth, discipline forms the foundation for long-term achievement and fulfillment. Today on Relax, It’s Retirement, Josh and Pete Belcastro, CFP®, talk about discipline …
Mark as Played
Popular Podcasts
The Podium: An NBC Olympic and Paralympic podcast. Join us for insider coverage during the intense competition at the 2024 Paris Olympic and Paralympic Games. In the run-up to the Opening Ceremony, we’ll bring you deep into the stories and events that have you know and those you'll be hard-pressed to forget.
In The Village will take you into the most exclusive areas of the 2024 Paris Olympic Games to explore the daily life of athletes, complete with all the funny, mundane and unexpected things you learn off the field of play. Join Elizabeth Beisel as she sits down with Olympians each day in Paris.
Listen to the latest news from the 2024 Olympics.
The 2024 Summer Olympics in Paris are here and have everyone talking. iHeartPodcasts is buzzing with content in honor of the 33rd Olympic Games and you can follow Paris Summer Games to stay up to date on all things Olympics. We’re bringing you episodes from a variety of iHeartPodcast shows to help you keep up with the action. Follow Paris Summer Games so you don’t miss any coverage of the 2024 Olympic Games, and if you like what you hear, be sure to follow each Podcast in the feed for more great content from iHeartPodcasts.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.