Tag: Financial Tips
Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)

Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)

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Are your finances due for a little spring cleaning? Just like airing out your home after winter, it’s time to dust off your financial strategy!

Join Josh Leonard as he dives into five key tips for a fresh start this spring. He explores ways to tidy up old retirement accounts, refresh your financial planning outlook, and manage risk in a market full of surprises.

Josh covers:

  • Consolidating outdated retirement accounts to cut down on fees and overlap
  • Reviewing and updating your financial strategy to ensure income sufficiency
  • Assessing investment risks and considering portfolio adjustments
  • Conducting a tax review to avoid unexpected surprises
  • Strategies for more tax-efficient charitable giving 
  • And more!

Resources:

Connect with Josh Leonard: 

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Planning Ahead for Retirement (Ep. 87)

Planning Ahead for Retirement (Ep. 87)

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Retirement should be a time of fulfillment, not financial stress, yet many retirees face unexpected challenges.

How can you make decisions today that your future self will thank you for? What steps can you take to avoid common retirement regrets and financial pitfalls?

In this episode, Josh Leonard and Pete Belcastro discuss essential retirement planning strategies, from managing healthcare costs to optimizing tax efficiency. They emphasize the importance of flexibility, debt management, and long-term financial preparedness to ensure a comfortable and intentional retirement.

Josh and Pete discuss:

  • The top financial concerns of retirees, including the fear of outliving savings and rising healthcare expenses
  • How to strategically plan for major purchases and avoid tax pitfalls in retirement
  • The impact of debt in retirement, including the pros and cons of using 401(k) loans and different debt repayment methods
  • The importance of financial flexibility, including maintaining an emergency fund and planning for unexpected family support needs
  • Common retirement regrets, such as not diversifying investments early enough or failing to plan for long-term financial security
  • And more!

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

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