Managing Job Loss on the Path to Retirement (Ep. 75)

Managing Job Loss on the Path to Retirement (Ep. 75)

What happens when an unexpected job loss disrupts your retirement plans?  In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro delve into strategies for navigating the economic and emotional turbulence of being laid off near retirement.  They offer essential tips on managing finances, addressing healthcare needs, and maintaining a positive outlook during …

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Financial Planning Strategies to Avoid Costly Mistakes (Ep. 74)

Financial Planning Strategies to Avoid Costly Mistakes (Ep. 74)

Feeling empowered in retirement requires careful planning to avoid unnecessary costs and maximize enjoyment.  Are you prepared to handle debt, taxes, and big life changes in retirement?  Learn how financial strategies can help you manage taxes, pay down debt, and even enjoy your golden years worry-free. In this episode of Relax, It’s Retirement Josh Leonard …

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Maximizing Charitable Giving in Retirement (Ep. 73)

Maximizing Charitable Giving in Retirement (Ep. 73)

Charitable giving can be a powerful part of your retirement, and it’s about more than just donations—it’s about making a lasting impact with your finances. How do you ensure your giving is intentional and efficient? What strategies can help you make the most of your contributions without incurring unnecessary taxes? Join Josh Leonard and Pete …

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Market Shifts: How to Stay Informed and Prepared (Ep. 71)

Market Shifts: How to Stay Informed and Prepared (Ep. 71)

As inflation cools, new questions arise about the market’s direction and future economic trends. How will the Fed’s decisions on interest rates affect your investments? Can the economy withstand reduced inflation without entering a recession? This week, Josh Leonard and Pete Belcastro dive into the significant shift of investor concerns from inflation to other economic …

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Overcoming Retirement Fears During Election Season (Ep. 70)

Overcoming Retirement Fears During Election Season (Ep. 70)

Election seasons often bring a wave of anxiety, especially for those nearing retirement. How do you prepare for potential economic shifts without succumbing to fear? How can you ensure your retirement plan remains robust regardless of political outcomes? In this episode of Relax, It’s Retirement, Josh Leonard explores how the election results could potentially affect …

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Capital Loss Harvesting vs. Capital Gain Harvesting: What’s Right for Your Retirement? (Ep. 69)

Capital Loss Harvesting vs. Capital Gain Harvesting: What’s Right for Your Retirement? (Ep. 69)

Are you maximizing the potential of capital gains and losses in your retirement planning? This week, Josh Leonard and Pete Belcastro dive into the often-overlooked strategies of capital gain and loss harvesting. You’ll learn the essential differences between capital loss and capital gain harvesting, why timing and tax brackets play a crucial role in your …

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Putting Time on Your Side in Retirement (Ep. 68)

Putting Time on Your Side in Retirement (Ep. 68)

Time can still be on your side even in retirement! In this episode, Josh dives into the fascinating dynamics of time and retirement planning. You’ll learn how to maximize your retirement years by leveraging the power of compounding interest, making strategic investment decisions, and using financial tools like annuities and HSAs to ensure your money …

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6 Ways to Travel on a Budget in Retirement (Ep. 67)

6 Ways to Travel on a Budget in Retirement (Ep. 67)

Ready to make your dream retirement travel a reality without breaking the bank? In this episode, Josh Leonard guides you through six effective strategies for budget-friendly travel during retirement. Learn why flexibility is crucial, how to use points and miles effectively, and the surprising alternatives to traditional accommodations. This is your roadmap to financially savvy …

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Overcoming Obstacles With Grit, Endurance & Family Support (Ep. 66)

Overcoming Obstacles With Grit, Endurance & Family Support (Ep. 66)

Are you ready to hear a story about grit, teamwork, and the unexpected turns that can define your journey, whether it’s a race or your retirement plan? In this episode, Josh recounts his recent journey of conquering the Leadville MTB 100 in the Colorado Rockies, with the invaluable support of his wife Yana Leonard, CIA, …

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