Relax, It's Retirement Podcast
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Relax, It's Retirement Podcast
About Us

About Us

Build a Values-Based Plan for Your Life

At Leonard Advisory Group we want your finances to match your life. Let’s work together to build a strategy to help you achieve your goals.

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Recent Posts

  • When Should High-Net-Worth Retirees Take Social Security? (Ep. 102)
  • Taxes, Timing, and the End of the Year: What You Can Still Control (Ep. 101)
  • Episode 100 – A Legacy of Intent (Ep. 100)
  • Turning High Income Into Lasting Wealth (Ep. 99)
  • 6 Tax-Smart Takeaways from the One Big Beautiful Bill Act (Ep. 98)
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