Income – Relax, It's Retirement Podcast

Mastering Financial Literacy in Your Golden Years (Ep. 48)

By Relax It's Retirement-Podcast | April 30, 2024

Are you ready to greet retirement with a well-prepared smile?

Welcome to the Relax, It’s Retirement podcast, where we dive into mastering financial literacy in your golden years. This episode, featuring Josh Leonard and Pete Belcastro, zooms in on transitioning into retirement with intent. They explore practical tips for income and budget planning in April’s Financial Literacy Month, highlighting ways to navigate the shift from a steady paycheck to managing retirement funds. Through engaging discussions and real-life examples, you will glean insights into making informed decisions for a fulfilling retirement.

Josh and Pete discuss:

Understanding income and budgeting in retirement
Navigating the transition from receiving regular paychecks to retirement income planning
Strategies for managing expenses and creating effective budgets
Addressing the impact of healthcare expenses during retirement
And more

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The Three-Bucket Strategy for Retirement Planning with Pete Belcastro (Ep. 37)

By Relax It's Retirement-Podcast | February 13, 2024

Is your financial plan secure enough to last until retirement? How could dividing your income into separate groups help ensure your retirement income will last?

Check out this episode as Josh Leonard and Pete Belcastro from the Leonard Advisory team explore the essential elements of retirement preparation. They delve into the “three baskets” strategy, which includes the cash, income, and growth categories. Emphasizing the necessity of an emergency reserve, they discuss allocating funds for predictable costs through secure investments and the importance of long-term growth strategies to manage significant future expenses such as healthcare.