How to Save for Retirement 101 (Ep. 54)

How to Save for Retirement 101 (Ep. 54)

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 …

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Is Social Media Misleading You on Finance? (Ep. 53)

Is Social Media Misleading You on Finance? (Ep. 53)

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 …

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Are You Ready to Retire? (Ep. 52)

Are You Ready to Retire? (Ep. 52)

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 …

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Decoding Life Insurance for Retirees: Is It Essential? (Ep. 51)

Decoding Life Insurance for Retirees: Is It Essential? (Ep. 51)

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 …

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Mastering Financial Literacy in Your Golden Years: Part 2 (Ep. 50)

Mastering Financial Literacy in Your Golden Years: Part 2 (Ep. 50)

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 …

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Building a Legacy Through Smart Retirement and Giving Strategies with Jack Miller (Ep. 49)

Building a Legacy Through Smart Retirement and Giving Strategies with Jack Miller (Ep. 49)

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 …

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Mastering Financial Literacy in Your Golden Years (Ep. 48)

Mastering Financial Literacy in Your Golden Years (Ep. 48)

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 …

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Making an Impact with Donor-Advised Funds ft. Daffy.org CEO Adam Nash (Ep. 47)

Making an Impact with Donor-Advised Funds ft. Daffy.org CEO Adam Nash (Ep. 47)

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 …

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Maximize Your Retirement: 3 Reasons to Consider Roth Conversions (Ep. 46)

Maximize Your Retirement: 3 Reasons to Consider Roth Conversions (Ep. 46)

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 …

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Juggling Retirement & College Debt with Dan Cieniewicz (Ep. 45)

Juggling Retirement & College Debt with Dan Cieniewicz (Ep. 45)

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 …

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