Tag: Community
Making the Most of Holiday Giving in Retirement (Ep. 81)

Making the Most of Holiday Giving in Retirement (Ep. 81)

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Giving is a joyful part of the holiday season, and retirement offers unique opportunities to make it meaningful.

How can retirees balance financial, personal, and charitable giving during the holidays? How can creative and intentional choices enhance the spirit of giving?

In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss strategies for embracing the joy of giving in retirement, including financial tips, creative gift ideas, and charitable contributions. From smart tax planning to handmade gifts, this episode is packed with practical advice for a thoughtful and budget-friendly holiday season.

They Discuss:

  • The emotional and personal rewards of giving during retirement, including the value of sharing time and handmade gifts
  • Creative and budget-conscious gift ideas, such as shared experiences and handmade items, to add meaning without overspending
  • Charitable strategies like Qualified Charitable Distributions (QCDs) and donor-advised funds to maximize the impact of financial giving
  • The importance of holiday traditions and how simple, shared activities can create lasting memories
  • Year-end financial planning tips, including Roth conversions and tax-efficient
  • And more!

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

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Overcoming Challenges and Achieving Goals (Ep. 20)

Overcoming Challenges and Achieving Goals (Ep. 20)

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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 good at and enjoy, both in the race and in retirement. Despite setbacks, including a shelter-in-place order, Josh remained determined to complete the race.

Josh discusses: 

  • The key takeaways from his training
  • Reflections on the value of accepting unexpected challenges
  • The importance of the loving support he received from his wife and the community around him
  • The importance of setting goals and staying motivated
  • How this relates to achieving the goals that you set for yourself in retirement
  • And more

Resources:

Connect with Josh Leonard: 

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