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

  • From Success to Strategy: Planning With Intent for High Earners (Ep. 105)
  • Setting SMART Goals: From New Year’s Resolutions to Real Retirement Readiness (Ep. 104)
  • How a 60-Mile Mountain Bike Race Reinforced the Power of Intentional Living (Ep. 103)
  • 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)
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