Are Behavioral Biases Affecting Your Retirement Planning & Investment Decisions? (Ep. 42)
Are Behavioral Biases Affecting Your Retirement Planning & Investment Decisions? (Ep. 42)

Are Behavioral Biases Affecting Your Retirement Planning & Investment Decisions? (Ep. 42)

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Have you ever found yourself making financial decisions based on instinct rather than informed choices?  In this episode, Josh Leonard talks about five common behavioral biases that can influence financial decision-making. He addresses loss aversion, confirmation bias, herd mentality, overconfidence, and anchoring bias, illustrating each with real-world examples. He also discusses the influence of laziness …

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Retirement Success Through Discipline and Goal-Setting with Pete Belcastro, CFP® (Ep. 41)
Retirement Success Through Discipline and Goal-Setting with Pete Belcastro, CFP® (Ep. 41)

Retirement Success Through Discipline and Goal-Setting with Pete Belcastro, CFP® (Ep. 41)

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In a world filled with distractions and temptations, discipline stands as a beacon of consistency and success, guiding us toward our goals and aspirations. Whether in financial planning, health routines, or personal growth, discipline forms the foundation for long-term achievement and fulfillment. Today on Relax, It’s Retirement, Josh and Pete Belcastro, CFP®, talk about discipline …

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How to Maximize Your Tax Savings with Pete Belcastro, CFP®
Don’t Let Taxes Crash Your Party – How to Maximize Your Tax Savings with Pete Belcastro, CFP® (Ep. 40)

Don’t Let Taxes Crash Your Party – How to Maximize Your Tax Savings with Pete Belcastro, CFP® (Ep. 40)

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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 …

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Navigating Life’s Twists and Turns: A Candid Conversation with Yana Leonard | Family, Finance, and More (Ep. 39)

Navigating Life’s Twists and Turns: A Candid Conversation with Yana Leonard | Family, Finance, and More (Ep. 39)

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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 …

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Navigating Post-Employment 401(k) Options (Ep. 38)

Navigating Post-Employment 401(k) Options (Ep. 38)

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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 …

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The Three-Bucket Strategy for Retirement Planning with Pete Belcastro
The Three-Bucket Strategy for Retirement Planning with Pete Belcastro (Ep. 37)

The Three-Bucket Strategy for Retirement Planning with Pete Belcastro (Ep. 37)

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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 …

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Seven Steps to Successful Retirement
Seven Steps to Successful Retirement (Ep. 36)

Seven Steps to Successful Retirement (Ep. 36)

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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 …

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Building Memorable Culture Moments at Work with Eric Leathem (Ep. 35)

Building Memorable Culture Moments at Work with Eric Leathem (Ep. 35)

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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 …

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Managing the Unpredictability in Market Predictions for Investment Planning with Pete Belcastro, CFP® (Ep. 34)

Managing the Unpredictability in Market Predictions for Investment Planning with Pete Belcastro, CFP® (Ep. 34)

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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 …

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Refine Your Financial Goals for Retirement with Lists (Ep. 33)

Refine Your Financial Goals for Retirement with Lists (Ep. 33)

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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 …

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