Relax, It’s Retirement Podcast

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

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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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Tax time is near. Nobody wants to pay taxes, but we have to, so let’s talk about how we can maximize our tax savings. In this episode, Josh Leonard and Pete Belcastro, Financial Planner at Leonard Advisory Group, talk about tax planning. They share tips for filing taxes this year and some ways to help …

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Have you ever wondered how successful couples navigate the challenges of marriage, parenthood, and career? Meet Yana Leonard, CIA, MBA, a key member of the team at Josh Leonard Advisory Group, as she steps into the spotlight in this episode of Relax, It’s Retirement. Today, Josh introduces his wife, Yana Leonard, CIA, MBA, Director of …

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What are the long-term impacts of keeping your 401(k) with a former employer versus rolling it over to an IRA or a new employer’s plan? How can the benefits of IRA rollovers and Roth conversions influence your decision for penalty-free withdrawals? Josh Leonard explores the advantages and disadvantages of maintaining the 401(k) with a past …

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Is your financial plan secure enough to last until retirement? How could dividing your income into separate groups help ensure your retirement income will last? Check out this episode as Josh Leonard and Pete Belcastro from the Leonard Advisory team explore the essential elements of retirement preparation. They delve into the “three baskets” strategy, which …

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Is your retirement plan set for a successful future? When was the last time you reviewed your plan and ensured it has been adapted for any life-changing events? Discover the seven key steps for achieving a fulfilling retirement with Josh Leonard. He touches on everything from crafting a budget and merging accounts to making savvy …

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How do you build a connection with your work colleagues? How has your work culture helped with personal and professional growth? Listen in as Josh Leonard and his guest Eric Leathem, director of operations at Leonard Advisory, explore Eric’s career journey with Leonard Advisor – his entry, his exit and his return. They reveal the …

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Can current market predictions be as off the mark? How do long-term investment strategies and emotional management play into market unpredictability? How do unexpected market outcomes challenge current forecasts? Listen in as Josh Leonard and Pete Belcastro, Financial Planner at Leonard Advisory Group, dive into what the market’s been up to and look back at …

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Did you add financial goals to your New Year’s resolutions? What happens when those goals aren’t the best option for your financial plan but you don’t want to change them? Sticking to those goals could do more harm than good. Josh Leonard goes beyond the surface, addressing the intricacies of financial goal-setting and providing tangible …

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The New Year typically follows with New Year’s resolutions. What goals do you have for the New Year? And what strategies could help you to stay on track? Gear up for a power-packed New Year as Josh Leonard and Pete Belcastro from the Leonard Advisory team discuss their resolutions and success strategies! Dive into their …

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Do you take your personal safety seriously? What indicators could you be putting out, telling unsavory characters you are a vulnerable target? Discover with Josh Leonard, Angela Ferrante and their guest Sam Rosenberg, founder of Live Ready and the author of “Live Ready: A Guide to Protecting Yourself in an Uncertain World.” Sam debunks some …

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Are you worried that technology could take over your job? You aren’t the first to feel this way. Whenever technology booms, fear of replacement creeps up. But have you considered the new jobs that this type of evolution opens up? Join Josh Leonard with his guest Michael Laughlin, head of the portfolio specialist team at …

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The end of the year is the perfect time to take stock of your personal finances and make any adjustments that need to be made.  From catching up on retirement contributions to making charitable donations, you have a bit of time left to get everything in order before 2024.  In this episode, Josh Leonard explores …

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In this episode, Josh Leonard and Pete Belcastro, Financial Planner at Leonard Advisory Group, shine a light on a concerning topic that affects many retirees – identity theft and fraud. Join them as they unveil practical advice that acts as your shield against these modern-day threats. Discover the power of freezing your credit, regularly monitoring …

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Get to know another puzzle piece that intertwines perfectly in the Leonard Advisory Group’s growing team… In this episode, Josh Leonard is joined by Pete Belcastro, Financial Planning Consultant at Leonard Advisory Group. Pete shares his journey from cold calling to becoming an investment banker and then a Certified Financial Planner. Pete also discusses his …

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