Ready to make your dream retirement travel a reality without breaking the bank? In this episode, Josh Leonard guides you through six effective strategies for budget-friendly travel during retirement. Learn why flexibility is crucial, how to use points and miles effectively, and the surprising alternatives to traditional accommodations. This is your roadmap to financially savvy …
Are you ready to hear a story about grit, teamwork, and the unexpected turns that can define your journey, whether it’s a race or your retirement plan? In this episode, Josh recounts his recent journey of conquering the Leadville MTB 100 in the Colorado Rockies, with the invaluable support of his wife Yana Leonard, CIA, …
What if you could retire earlier than you think? In this episode, Josh Leonard and Pete Belcastro dive into the concept of early retirement with the FIRE (Financially Independent, Retire Early) movement, a lifestyle choice emphasizing extreme savings and smart investments. They provide information about how adopting frugality and strategic financial planning can help set …
You can protect your loved ones and legacy as you transition into retirement by estate planning. Today on Relax, It’s Retirement, host Josh Leonard, and Pete Belcastro dive into the often overlooked but crucial aspect of retirement planning: estate planning. They talk about how to effectively prepare your essential estate documents, avoid the drawbacks of …
Where should you retire? Your perfect place could be closer than you think. Let’s take a look at some factors that could make or break your retirement decision. Today on Relax, It’s Retirement, Josh Leonard and Pete Belcastro talk about what truly makes a state great for retirement. They dissect a recent study listing the …
Why does the government force you to take money out of your retirement accounts, even if you don’t need it? In this episode or Relax, It’s Retirement, Josh Leonard and Pete Belcastro dive into the intricacies of Required Minimum Distributions (RMDs) and explain why they are a crucial aspect of retirement planning. Together, they cover …
Are you struggling to navigate the maze of Medicare and healthcare costs in retirement? In this episode, Josh Leonard and Pete Belcastro delve into the complexities of healthcare planning for retirees. They discuss understanding Medicare, evaluating different health plans, and the critical steps to prevent unexpected medical expenses. Josh and Pete share valuable insights into …
Are you ready to break some financial rules to optimize your retirement planning? Today, we’re challenging the rules of retirement planning to see when breaking them might actually be in your best interest. In this episode, Josh Leonard and his partner in crime, Pete Belcastro dive into five conventional financial rules that many believe are …
Are you ready to make your retirement last for the long haul? In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss the importance of longevity in retirement. They cover strategies for structuring your assets to ensure they last, the importance of tax planning, and tips for maintaining an active and fulfilling …
Have you ever found yourself curious about how some folks manage to live their retirement years to the fullest? This week on Relax, It’s Retirement, Josh sits down with Chuck Glenz, a long-term client and family friend, to discuss Chuck’s unique and insightful journey through life and retirement. You’ll learn practical advice on retirement planning, …