Tag: Josh Leonard
5 Hidden Year-End Tax Saving Strategies (Ep. 7)

5 Hidden Year-End Tax Saving Strategies (Ep. 7)

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2022 has been a challenging year, to say the least. From the war in Ukraine, inflation and elections to the downward shift in the market, there are a number of factors coming together, causing us to stress about our finances. Thankfully, the year is not over yet and we have a few effective strategies that might save you tax-free money. 

In this episode, Josh Leonard discusses five hidden tax-saving opportunities you may want to take advantage of before year-end.  

Josh dives into: 

  • How to get more tax-free money
  • Making savvy retirement planning moves
  • Being charitable, skipping your RMD, or getting rid of some qualified money
  • Bundling up the deductions as you make big money moves
  • Maximizing the current tax discounts
  • And more

Resources:

Connect with Josh Leonard: 

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Client Retirement Story: Cycling Across the USA with Al Miller (Ep. 5)

Client Retirement Story: Cycling Across the USA with Al Miller (Ep. 5)

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Are you unsure what your retirement will look like? Finding new passions at an old age can be challenging but finding an activity that releases your serotonin like never before can jumpstart you into a fulfilling retirement, living out your days to the fullest.

In this episode, Josh Leonard is joined by Al Miller, an avid cyclist who completed his ride across the US last year that he blogged live, where he averaged 350 viewers per day with a grand total of 18,000 viewers in 16 different countries. He dives into where his passion for cycling started and how he has turned it into a passion project over the last couple of years. 

Josh and Al discuss: 

  • All the benefits of cycling
  • How staying active helps, especially in this day and age
  • His most recent ride and all the scenic places he would like to visit again
  • The importance of retiring to something, not from something
  • His favorite ride and why he and his brothers were so determined to complete it
  • And more

Resources:

Connect with Josh Leonard: 

About Our Guest:

Al Miller is an avid cyclist who completed a ride across the United States last year.  His adventure was chronicled through his blog with 86 followers and an average of 350 viewers per day. 18,000 total views in 16 countries. Al is a retired engineer, husband and father in addition to being a cyclist.

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