Can I Retire This Year? (Ep. 93)
Market swings, inflation, and shifting headlines can make retiring this year feel uncertain.
But with the right plan, you don’t need to delay your goals — even in a tough market. Are you prepared financially and mentally for what comes next?
In this episode, Josh Leonard shares how to build a flexible retirement strategy that can weather short-term challenges while aligning with your values and lifestyle. He covers tax-efficient tactics, managing income, and finding purpose beyond work.
Josh discusses:
- How the three-bucket system helps reduce stress about timing your retirement
- Why proper planning should account for market downturns before they happen
- The benefits of tax strategies like Roth conversions during lower market years
- How to prepare mentally and emotionally for the shift from saving to spending
- Why retirement should be built around purpose, not just portfolios
- And more!
Resources:
- Schedule a meeting with the team
- Check out our latest Visual Insights Newsletter, “Ready for the Future?” with 5 Key Retirement Questions
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
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