Relax, It’s Retirement Podcast
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Language:
English
Contact:
412.998.7526
Episodes
Breaking Financial Rules (Ep. 60)
7/23/2024
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 … Read More Read More
Duration:00:29:53
Longevity in Retirement: Planning for the Long Haul (Ep. 59)
7/16/2024
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 … Read More Read More
Duration:00:26:29
From Farm Life to Financial Freedom: A Retirement Story with Chuck Glenz (Ep. 58)
7/9/2024
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, … Read More Read More
Duration:00:34:00
Connecting Community and Retirement Through Art with Tami Fauver (Ep. 57)
7/2/2024
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 … Read More Read More
Duration:00:35:53
FOMO in Retirement Planning, Explained (Ep. 56)
6/25/2024
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 … Read More Read More
Duration:00:31:26
How to Save for Retirement 101 (Ep. 54)
6/11/2024
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 … Read More Read More
Duration:00:26:20
Is Social Media Misleading You on Finance? (Ep. 53)
6/4/2024
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 … Read More Read More
Duration:00:22:20
Are You Ready to Retire? (Ep. 52)
5/28/2024
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 … Read More Read More
Duration:00:33:33
Decoding Life Insurance for Retirees: Is It Essential? (Ep. 51)
5/21/2024
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 … Read More Read More
Duration:00:22:37
Mastering Financial Literacy in Your Golden Years: Part 2 (Ep. 50)
5/14/2024
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 … Read More Read More
Duration:00:31:09
Building a Legacy Through Smart Retirement and Giving Strategies with Jack Miller (Ep. 49)
5/7/2024
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 … Read More Read More
Duration:00:37:12
Mastering Financial Literacy in Your Golden Years (Ep. 48)
4/30/2024
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 … Read More Read More
Duration:00:29:27
Making an Impact with Donor-Advised Funds ft. Daffy.org CEO Adam Nash (Ep. 47)
4/23/2024
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 … Read More Read More
Duration:00:42:48
Maximize Your Retirement: 3 Reasons to Consider Roth Conversions (Ep. 46)
4/16/2024
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 … Read More Read More
Duration:00:23:41
Juggling Retirement & College Debt with Dan Cieniewicz (Ep. 45)
4/9/2024
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 … Read More Read More
Duration:00:33:30
Navigating Financial Storms: Lessons from Market Meltdowns (Ep. 44)
4/2/2024
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 … Read More Read More
Duration:00:33:14
Empowering Women in Retirement: The Legacy of Barbara Hillary (Ep. 43)
3/26/2024
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 … Read More Read More
Duration:00:27:17
Are Behavioral Biases Affecting Your Retirement Planning & Investment Decisions? (Ep. 42)
3/19/2024
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 … Read More Read More
Duration:00:25:24
Retirement Success Through Discipline and Goal-Setting with Pete Belcastro, CFP® (Ep. 41)
3/12/2024
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 … Read More Read More
Duration:00:31:43
Don’t Let Taxes Crash Your Party – How to Maximize Your Tax Savings with Pete Belcastro, CFP® (Ep. 40)
3/5/2024
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 … Read More Read More
Duration:00:31:51