Intent – Relax, It's Retirement Podcast

Retire with Intent: The True Intent Planning System™ Explained (Ep. 96)

By Relax, It's Retirement | July 23, 2025

Retirement isn’t just an end, it’s the beginning of everything you’ve always wanted to do.

What if you could approach this next chapter with purpose and confidence, not just hope?

In this episode, Josh Leonard breaks down the True Intent Planning System™ and its five pillars for a purposeful retirement. He emphasizes the importance of planning for income, investments, taxes, healthcare, and estate matters, and discusses real-life stories and practical tips for retirees.

Josh discusses:

Optimizing income streams in retirement, including Social Security, pensions, annuities, and bridging any income gaps
Structuring investments to match retirement goals, manage risk, and address potential tax issues from withdrawals
Tax planning strategies, including the benefits of tax diversification, Roth conversions, and minimizing tax burdens for future generations
Health care planning, from managing costs pre- and post-Medicare to long-term care considerations and annual prescription reviews
The importance of estate planning, updating wills, powers of attorney, and using vehicles like 529 plans for generational wealth and education funding
And more!

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Retiring With Intent (Ep. 2)

By Relax It's Retirement-Podcast | October 11, 2022

Retirement looks different for many people. For some, it might be slowing down, taking your foot off the gas, and leaning back into a more relaxed lifestyle. For others, it may be continuing to work part-time but focusing on passions rather than a career. An intentional retirement can kickstart this process for you through planning ahead early and identifying your goals.

In this episode, Josh Leonard details the retirement planning process at Leonard Advisory Group. He explains how they mentor and guide their clients by the breakdown of INTENT – I (yourself), Needs, Taxes, Endowment, Navigating Financial Tools, and the Team helping you through this process.

Josh discusses:

What needs and wants to identify when planning your retirement
How you can start saving at a young age while simultaneously being able to enjoy your money
Important questions to ask yourself before creating your retirement plan
The three-bucket approach to dealing with finances
And more