Retire with Intent: The True Intent Planning System™ Explained (Ep. 96)

Retirement isn’t just an end, it’s the beginning of everything you’ve always wanted to do. 

What if you could approach this next chapter with purpose and confidence, not just hope? 

In this episode, Josh Leonard breaks down the True Intent Planning System and its five pillars for a purposeful retirement. He emphasizes the importance of planning for income, investments, taxes, healthcare, and estate matters, and discusses real-life stories and practical tips for retirees.

Josh discusses:

• Optimizing income streams in retirement, including Social Security, pensions, annuities, and bridging any income gaps
• Structuring investments to match retirement goals, manage risk, and address potential tax issues from withdrawals
• Tax planning strategies, including the benefits of tax diversification, Roth conversions, and minimizing tax burdens for future generations
• Health care planning, from managing costs pre- and post-Medicare to long-term care considerations and annual prescription reviews
• The importance of estate planning, updating wills, powers of attorney, and using vehicles like 529 plans for generational wealth and education funding
• And more!

Resources:

• Schedule a meeting with the team

Connect with Josh Leonard: 

• [e-mail]
• LinkedIn: Josh Leonard
• Leonard Advisory Group
• 412-998-PLAN
• YouTube: Leonard Advisory Group
• Facebook: Leonard Advisory Group