The Secure Act 2.0 was signed into place on December 23, 2022. This opens several new strategies you can dip into, in order to save for your retirement and/or fund important goals such as education. In this episode, Josh Leonard discusses the number of changes this act has brought forward to us so that we …
What is your biggest fear? Many times our fears don’t align with our biggest risks. Market risk has been on the top of everyone’s mind but that is not the only risk we need to worry about in retirement. In this episode, Josh Leonard discusses what risks you should be wary of when preparing and …
New year, new you… At least until around March. Isn’t that always how it goes? Most of us set some goals but fall off the wagon not too long after. We get it. In this episode, Josh Leonard talks about the challenges of staying accountable and on track with your New Year’s resolutions. He shares …
Looking for last-minute gift ideas for your Grandkids? Look no further! Although they might be looking for fun toys, it might be time to offer them the gift that keeps on giving; a solid financial foundation. In this episode, Josh Leonard is joined by Bill Leonard, father and founder of the Leonard Advisory Group. As …
2022 has been a challenging year, to say the least. From the war in Ukraine, inflation and elections to the downward shift in the market, there are a number of factors coming together, causing us to stress about our finances. Thankfully, the year is not over yet and we have a few effective strategies that …
Do you ever wonder about how people will think of you or remember you once you have passed away? Is it important for you to leave behind a story or personal anecdote that you feel defines your life? In this episode, Daniel Powell from Liminal Legacy Media is here to talk about legacy planning and …
Are you unsure what your retirement will look like? Finding new passions at an old age can be challenging but finding an activity that releases your serotonin like never before can jumpstart you into a fulfilling retirement, living out your days to the fullest. In this episode, Josh Leonard is joined by Al Miller, an …
As we get our front porches wrapped with spider webs and observe the leaves changing colors, it might be a good time to take one step forward in your retirement planning. In this episode, Josh Leonard discusses some tricks and treats for retirement along with all the planning that goes into it as we head …
With the large number of clients under our belt, we pride ourselves in adapting and catering to any of our client’s needs, in any circumstances. This is why we work with trusted professionals, as well as other partnered firms such as AE Wealth Management and Morningstar Investment Management. In this episode, Josh Leonard is joined …
Retirement looks different for many people. For some, it might be slowing down, taking your foot off the gas, and leaning back into a more relaxed lifestyle. For others, it may be continuing to work part-time but focusing on passions rather than a career. An intentional retirement can kickstart this process for you through planning …