Tag: Financial Goals
Setting Goals for a Purposeful Retirement (Ep. 82)

Setting Goals for a Purposeful Retirement (Ep. 82)

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Goal setting isn’t just for your career—it’s essential for creating an intentional and fulfilling retirement.

What goals will keep you engaged, active, and satisfied as you transition to this next chapter? How do you plan for a successful financial and personal journey during retirement?

In this episode, Josh Leonard recaps his personal and professional goals while emphasizing the importance of intentional goal-setting. 

He explores strategies to maintain motivation, improve well-being, and align your finances with your desired lifestyle. By applying the SMART framework, Josh outlines how retirees can structure their aspirations to make retirement a rewarding experience.

Josh discusses:

  • How achieving his goal of completing the Leadville MTB 100 taught him the value of preparation and persistence
  • The importance of using the SMART framework (Specific, Measurable, Achievable, Relevant, Time-Bound) when setting personal and financial goals
  • Examples of how retirees can create income plans, like targeting $6,000 monthly from various sources, to ensure financial stability
  • Strategies for maintaining healthy habits, such as balancing exercise, diet, and reducing phone time with family
  • The psychological and emotional benefits of setting goals, including enhanced focus, time management, and overall happiness in retirement
  • And more!

Resources:

Connect with Josh Leonard: 

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The Best Moments: Top Retirement Insights from The Relax, It’s Retirement Podcast! (Ep. 79)

The Best Moments: Top Retirement Insights from The Relax, It’s Retirement Podcast! (Ep. 79)

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Retirement planning can feel overwhelming, but the right strategies can make it smooth and intentional.

How do you structure finances to ensure your money lasts while enjoying the lifestyle you want? 

This episode compiles the best retirement advice moments from Josh Leonard and his team, covering vital tips to plan your golden years with confidence. 

From managing taxes to healthcare planning, they explore practical solutions for long-term stability.

Key Highlights:

  • How to prepare for longer retirements by factoring in family history and careful planning
  • The “three-bucket system” for managing cash, steady income, and long-term growth
  • Proactive ways to minimize healthcare expenses through HSAs and yearly drug plan reviews
  • Tax-saving approaches, such as Roth IRA conversions and efficient withdrawal strategies
  • Creative retirement paths, including passion projects, part-time work, and minimalist lifestyles
  • And more!

Resources:

Connect with Josh Leonard: 

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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 examples of how lists can serve as a guiding force in achieving a secure and fulfilling retirement. Don’t miss out on this insightful discussion that can reshape your approach to financial planning in the New Year.

Josh discusses: 

  • Why is using lists important to refine financial goals for retirement
  • What are some common misconceptions about money, taxes, and debt 
  • How do emotions influence financial goals
  • How can financial goals be prioritized effectively
  • And more

Resources:

Connect with Josh Leonard: 

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