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 …
Discover the secrets of wealth mastery as we unveil strategies that will work for you no matter what your portfolio looks like. In this episode, Josh unravels essential strategies for navigating uncertain financial landscapes, drawing insights from the practices of the ultra-wealthy and astute investors. Starting with the importance of diversifying a portfolio to mitigate …
When you’re in the hospital, the last thing you want to worry about is where your next meal is coming from. That’s the philosophy Christopher’s Kitchen bloomed from. In this episode, Josh Leonard is joined by Leonard Advisory Group’s very own client and good friend, Carol Hesz. As an ambassador for Christopher’s Kitchen, a nonprofit …
Are you questioning whether you want to retire in your home state or venture into a different area during your golden years? Josh Leonard explores the topic of the best places to retire, depending on an individual’s savings and personal preferences. He explains the important factors to consider when making the decision to relocate such …