Tag: Debt Management
Know What You Owe: Essentials for a Secure Retirement (Ep. 78)

Know What You Owe: Essentials for a Secure Retirement (Ep. 78)

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Are you aware of what you truly owe, and more importantly, own in your financial portfolio? 

Join us in this episode of Relax, It’s Retirement, where Josh Leonard and Pete Belcastro dive into the nitty-gritty of financial awareness and planning. 

Do you really understand how balancing debts and assets can pave a way for a secure retirement?

They explore the significance of knowing your financial landscape, including debts like car loans and mortgages, and how they weigh against your assets.

They discuss: 

  • The importance of financial awareness: Recognize your current financial position and plan accordingly
  • Differentiating debts: Understanding car loans versus mortgages and their impact on your credit
  • Strategies for debt repayment: Prioritizing high-interest debts like credit cards
  • Asset knowledge: Understanding different investment types—stocks, bonds, life insurance, and annuities—to make informed decisions
  • And more!

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

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Financial Planning Strategies to Avoid Costly Mistakes (Ep. 74)

Financial Planning Strategies to Avoid Costly Mistakes (Ep. 74)

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Feeling empowered in retirement requires careful planning to avoid unnecessary costs and maximize enjoyment. 

Are you prepared to handle debt, taxes, and big life changes in retirement? 

Learn how financial strategies can help you manage taxes, pay down debt, and even enjoy your golden years worry-free.

In this episode of Relax, It’s Retirement Josh Leonard and Pete Belcastro dive into the world of financial empowerment through careful planning and smart tax strategies. They explore real-world scenarios, including helping clients navigate unexpected credit card debt and embrace the freedom of spending wisely in retirement. Learn how tailored planning can lead to a worry-free retirement, allowing you to focus on living your life to the fullest.

They discuss: 

  • How comprehensive tax planning can significantly reduce unnecessary expenses
  • The benefits of using a structured, three-bucket strategy for financial security
  • Real-life success stories demonstrating financial empowerment through planning
  • Strategies for maximizing income in retirement while minimizing potential financial stressors
  • And more!

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

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