Tax time is near. Nobody wants to pay taxes, but we have to, so let’s talk about how we can maximize our tax savings. In this episode, Josh Leonard and Pete Belcastro, Financial Planner at Leonard Advisory Group, talk about tax planning. They share tips for filing taxes this year and some ways to help …
Have you ever wondered how successful couples navigate the challenges of marriage, parenthood, and career? Meet Yana Leonard, CIA, MBA, a key member of the team at Josh Leonard Advisory Group, as she steps into the spotlight in this episode of Relax, It’s Retirement. Today, Josh introduces his wife, Yana Leonard, CIA, MBA, Director of …
What are the long-term impacts of keeping your 401(k) with a former employer versus rolling it over to an IRA or a new employer’s plan? How can the benefits of IRA rollovers and Roth conversions influence your decision for penalty-free withdrawals? Josh Leonard explores the advantages and disadvantages of maintaining the 401(k) with a past …
Is your financial plan secure enough to last until retirement? How could dividing your income into separate groups help ensure your retirement income will last? Check out this episode as Josh Leonard and Pete Belcastro from the Leonard Advisory team explore the essential elements of retirement preparation. They delve into the “three baskets” strategy, which …
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 …