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 …
As your children get closer and closer to graduation, that education cheque is slowly becoming your reality. In this episode, Josh Leonard is joined by Dan Cieniewicz aka The College Dude, to discuss all things saving for college. They emphasize the need for parents to come up with a budget and consider sources of funding …
Dreaming of world travel but unsure how to do it safely? In this episode, Josh Leonard dives into how you can transition into a retirement life filled with safe, intentional travel. Learn how to embrace the excitement of exploring new places while also ensuring your safety, health, and financial well-being. We’ll cover: Blending in and …
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 …
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 …