Is your retirement plan set for a successful future? When was the last time you reviewed your plan and ensured it has been adapted for any life-changing events? Discover the seven key steps for achieving a fulfilling retirement with Josh Leonard. He touches on everything from crafting a budget and merging accounts to making savvy …
How do you build a connection with your work colleagues? How has your work culture helped with personal and professional growth? Listen in as Josh Leonard and his guest Eric Leathem, director of operations at Leonard Advisory, explore Eric’s career journey with Leonard Advisor – his entry, his exit and his return. They reveal the …
Can current market predictions be as off the mark? How do long-term investment strategies and emotional management play into market unpredictability? How do unexpected market outcomes challenge current forecasts? Listen in as Josh Leonard and Pete Belcastro, Financial Planner at Leonard Advisory Group, dive into what the market’s been up to and look back at …
Did you add financial goals to your New Year’s resolutions? What happens when those goals aren’t the best option for your financial plan but you don’t want to change them? Sticking to those goals could do more harm than good. Josh Leonard goes beyond the surface, addressing the intricacies of financial goal-setting and providing tangible …
The New Year typically follows with New Year’s resolutions. What goals do you have for the New Year? And what strategies could help you to stay on track? Gear up for a power-packed New Year as Josh Leonard and Pete Belcastro from the Leonard Advisory team discuss their resolutions and success strategies! Dive into their …
Do you take your personal safety seriously? What indicators could you be putting out, telling unsavory characters you are a vulnerable target? Discover with Josh Leonard, Angela Ferrante and their guest Sam Rosenberg, founder of Live Ready and the author of “Live Ready: A Guide to Protecting Yourself in an Uncertain World.” Sam debunks some …
Are you worried that technology could take over your job? You aren’t the first to feel this way. Whenever technology booms, fear of replacement creeps up. But have you considered the new jobs that this type of evolution opens up? Join Josh Leonard with his guest Michael Laughlin, head of the portfolio specialist team at …
The end of the year is the perfect time to take stock of your personal finances and make any adjustments that need to be made. From catching up on retirement contributions to making charitable donations, you have a bit of time left to get everything in order before 2024. In this episode, Josh Leonard explores …
In this episode, Josh Leonard and Pete Belcastro, Financial Planner at Leonard Advisory Group, shine a light on a concerning topic that affects many retirees – identity theft and fraud. Join them as they unveil practical advice that acts as your shield against these modern-day threats. Discover the power of freezing your credit, regularly monitoring …
Get to know another puzzle piece that intertwines perfectly in the Leonard Advisory Group’s growing team… In this episode, Josh Leonard is joined by Pete Belcastro, Financial Planning Consultant at Leonard Advisory Group. Pete shares his journey from cold calling to becoming an investment banker and then a Certified Financial Planner. Pete also discusses his …