Category: Financial Planning
Retiring With Intent (Ep. 2)

Retiring With Intent (Ep. 2)

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Retirement looks different for many people. For some, it might be slowing down, taking your foot off the gas, and leaning back into a more relaxed lifestyle. For others, it may be continuing to work part-time but focusing on passions rather than a career. An intentional retirement can kickstart this process for you through planning ahead early and identifying your goals. 

In this episode, Josh Leonard details the retirement planning process at Leonard Advisory Group. He explains how they mentor and guide their clients by the breakdown of INTENT – I (yourself), Needs, Taxes, Endowment, Navigating Financial Tools, and the Team helping you through this process. 

Josh discusses: 

  • What needs and wants to identify when planning your retirement 
  • How you can start saving at a young age while simultaneously being able to enjoy your money
  • Important questions to ask yourself before creating your retirement plan
  • The three-bucket approach to dealing with finances 
  • And more

Resources:

Connect with Josh Leonard: 

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A Father & Son Legacy: Meet the Leonards (Ep. 1)

A Father & Son Legacy: Meet the Leonards (Ep. 1)

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Retirement may pose many questions, but you can make the most of this next chapter of your life by preparing for it intentionally. 

And you’re in the right place if you’re wondering how. 

Introducing the Hello Retirement podcast with Josh Leonard.

In this inaugural episode, Josh Leonard is joined by the father of the Leonard Advisory Group, Bill Leonard who also happens to be his father and real-life mentor during his shift to the financial services industry. 

Bill and Josh share: 

  • Stories of how each of them started in the financial industry
  • What their business philosophy is 
  • How they integrate teaching in their client community 
  • Leonard Advisory Group’s five areas of personalized retirement planning
  • And more!

Resources:

Connect with Josh Leonard: 

About our Guest:

William Leonard founded Leonard Advisory Group to fill in the gaps he saw when helping his mother plan for retirement. Bill focused much of his career on the insurance and annuity industry. As an independent advisor, he helped thousands of retirees and pre-retirees face the financial challenges that lie ahead with confidence. Since 1996, Bill has worked in a variety of capacities, gaining valuable experience with insurance. In 2007, he became an independent consultant, focusing on income protection and retirement planning. Bill was an honorary host of the “Protecting Your Profits” radio show on 94.5 3WS Pittsburgh and a weekly guest on the national broadcast “Financial Safari” radio show heard locally on NewsTalk 104.7 FM. He has also been featured on WISR 680 AM and WORD FM. In his free time, Bill enjoys traveling, boating, skiing, hiking, biking, restoring antique vehicles, and spending quality time with family, friends, and clients. He has been married to his wife, Cindy, for almost 40 years. They have three children: Zach, Josh, and Zoey, as well as a crazy border collie named Sweep. After over 25 years assisting families transition into retirement Bill is excited to transition himself into retirement at the end of 2022.



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