Are you making the most of your year-end tax planning? In this episode, Josh Leonard dives into effective year-end tax planning strategies to maximize your savings. Prepare for an insightful discussion on Roth conversions, tax loss harvesting, and charitable giving. Learn how to navigate potential tax pitfalls and make informed financial decisions before the calendar …
Are you protecting yourself from the growing threat of identity theft, especially as you near retirement? This week on Relax, It’s Retirement, Josh Leonard sits down with Angela Ferrante, Leonard Advisory Group’s in-house expert on identity theft, to shed light on this pressing issue. They delve into the methods used by scammers to target older …
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 …
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 …
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 …
When was the last time your reviewed your Medicare plans? In this episode of *Relax It’s Retirement*, host Josh Leonard sits down to discuss the ins and outs of Medicare open enrollment. As the leaves turn and the air gets crisper, it’s the perfect time to cozy up and ensure you’re prepared for the year …
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 …
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 …
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 …
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 …