Are your finances due for a little spring cleaning? Just like airing out your home after winter, it’s time to dust off your financial strategy! Join Josh Leonard as he dives into five key tips for a fresh start this spring. He explores ways to tidy up old retirement accounts, refresh your financial planning outlook, …
Could saving smart lead to a tax nightmare? Join Josh Leonard as he unravels the unexpected “Good Saver Tax Problem” that even the most prepared might face. Josh explores strategies to sidestep surprise tax burdens during retirement. Dive into proactive approaches like phase-based tax stacking and unravel the complexities of Roth conversions, Required Minimum Distributions …
Social Security remains a critical foundation for retirement, but recent changes bring new opportunities and challenges for retirees. What strategies can maximize your Social Security benefits? How do recent legislative changes impact your retirement income plan? In this episode, Josh Leonard explains the updates to Social Security regulations, including the removal of provisions like WEP …
Retirement should be a time of fulfillment, not financial stress, yet many retirees face unexpected challenges. How can you make decisions today that your future self will thank you for? What steps can you take to avoid common retirement regrets and financial pitfalls? In this episode, Josh Leonard and Pete Belcastro discuss essential retirement planning …
Retirement is a time for celebration, but it often brings up important concerns about money, health, and purpose. How can you prepare to enjoy this new chapter with peace of mind? In this episode, Josh Leonard and Pete Belcastro discuss actionable steps to overcome common retirement fears, from financial security to finding joy and meaning …
Diversification isn’t just a buzzword—it’s a critical tool for protecting your retirement savings and future security. This week, Josh Leonard and Pete Belcastro tackle common misconceptions about diversification and share actionable insights on creating a retirement plan that minimizes risk and maximizes opportunities. From portfolio strategies to tax diversification and financial tools, this episode has …
What do taxes and retirement have in common with your happiest Saturday? In this episode of Relax, It’s Retirement, Josh Leonard invites you to unravel the often confusing world of taxes as you approach your golden years. He dives into the “tax triangle” strategy, offering a simplified perspective on how to categorize your assets for …
Are you prepared for the five worlds of money in retirement? In this episode of “Relax, It’s Retirement,” Josh Leonard explores the distinct but interconnected areas crucial to a successful retirement plan. He dives into income planning, investment strategies, the importance of health and legacy planning, and of course, those pesky taxes. With real-life examples …
Goal setting isn’t just for your career—it’s essential for creating an intentional and fulfilling retirement. What goals will keep you engaged, active, and satisfied as you transition to this next chapter? How do you plan for a successful financial and personal journey during retirement? In this episode, Josh Leonard recaps his personal and professional goals …
Giving is a joyful part of the holiday season, and retirement offers unique opportunities to make it meaningful. How can retirees balance financial, personal, and charitable giving during the holidays? How can creative and intentional choices enhance the spirit of giving? In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss strategies …