Are You Thinking About Un-Retiring? (Ep. 21)

Are You Thinking About Un-Retiring? (Ep. 21)

Retirement just isn’t what it used to be.   In this episode, Josh Leonard discusses the concept of “unretirement” and finding a mission in the next phase of life. They challenge the conventional understanding of retirement, discussing the potential pitfalls, tax implications, and the emotional aspects of stepping away from a lifelong career. Josh unpacks: The …

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Overcoming Challenges and Achieving Goals (Ep. 20)

Overcoming Challenges and Achieving Goals (Ep. 20)

We’ve got our very own IRONMAN 70.3 Steelhead accomplisher in the studio!  In this episode, Josh Leonard shares his experience completing a half ironman race. Despite facing thunderstorms and a delayed start, Josh was able to swim comfortably and exceed his expectations on the bike leg. He emphasizes the importance of focusing on what you’re …

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5 Reasons to Ignore the Market When You Retire (Ep. 19)

5 Reasons to Ignore the Market When You Retire (Ep. 19)

Are you worried about the market affecting your retirement plans? In this episode, Josh Leonard talks about five reasons to ignore the market when you retire. He explains each reason and emphasizes the importance of the corresponding retirement planning steps. But ultimately, it’s all about sticking to a long-term plan. Just like climbing a mountain, …

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Important Life Lessons Learned: Father’s Day Edition With Bill Leonard (Ep. 18)

Important Life Lessons Learned: Father’s Day Edition With Bill Leonard (Ep. 18)

Father’s Day is a great time of the year to reflect on some of the most important life lessons and skills you have learned over the years. In this episode, Josh Leonard invites a VERY special guest on the show, his father, Bill Leonard! Together they discuss some of the unforgettable life lessons and mindset-altering …

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Money Meets Machine: The Impact of AI in Financial Services (Ep. 16)

Money Meets Machine: The Impact of AI in Financial Services (Ep. 16)

In a world where AI is slowly taking over our everyday lives, it is important to understand what exactly this technology is and how it may be beneficial to a number of different aspects of your life.  In this episode, Josh discusses new AI ventures such as Chat GPT and how some of our everyday …

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Protecting Yourself from a Bank Collapse: Silicon Valley Case (Ep. 15)

Protecting Yourself from a Bank Collapse: Silicon Valley Case (Ep. 15)

After the Silicon Valley Bank’s collapse, a lot of people panicked and started doubting the stability of their own banks where they hold accounts. What is the difference between investing in a bank and depositing in it? Are my deposits insured? What can I do if I fear that my bank will collapse? In this …

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Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)

Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)

As the flowers bloom, the grass gets greener and our worries feel lighter, we know that spring is around the corner. You’re probably cleaning out your closets this spring or your garden beds but we’re going to talk about financial spring cleaning as this is a great time to get organized. It is a process …

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