Is your retirement plan set for a successful future? When was the last time you reviewed your plan and ensured it has been adapted for any life-changing events?
Discover the seven key steps for achieving a fulfilling retirement with Josh Leonard. He touches on everything from crafting a budget and merging accounts to making savvy choices regarding health insurance and maximizing entitlements.
Josh discusses:
What is the first step in building a successful retirement plan
When should you start tax planning for retirement
Why is understanding Social Security important for retirement
Do you ever wonder about how people will think of you or remember you once you have passed away? Is it important for you to leave behind a story or personal anecdote that you feel defines your life?
In this episode, Daniel Powell from Liminal Legacy Media is here to talk about legacy planning and the different ways you can create this legacy that can be shared for years to come. From creating an audio memoir to offering your family the expertise that you have perfected in your lifetime, it is time to start thinking about what you might want to leave behind for your family to remember you by.
Daniel discusses:
What an audio memoir entails and the value of capturing one as part of your total legacy plan
What a legacy plan looks like beyond just finances
The ideal age to start recording audio memoirs
How you can leave a positive mark on your family through the years of experience you have to offer
Daniel Powell is an audio producer and storyteller based in Fort Collins, Colorado. He’s the founder and owner of Liminal Legacy Media, a business that partners with individuals entering their golden years. He works with his clients to capture their life stories, share their legacy with loved ones, and of course, preserve those tales for the life of generations to come.
What he does with a client is he works to create an immersive audio memoir focused on their life experience. The audio memoir is a documentary centered on their life experiences. These productions don’t just explain your story to loved ones, but it helps immerse them in your experience and gives you a unique firsthand insight into their lives.
Retirement may pose many questions, but you can make the most of this next chapter of your life by preparing for it intentionally.
And you’re in the right place if you’re wondering how.
Introducing the Hello Retirement podcast with Josh Leonard.
In this inaugural episode, Josh Leonard is joined by the father of the Leonard Advisory Group, Bill Leonard who also happens to be his father and real-life mentor during his shift to the financial services industry.
Bill and Josh share:
Stories of how each of them started in the financial industry
What their business philosophy is
How they integrate teaching in their client community
Leonard Advisory Group’s five areas of personalized retirement planning
William Leonard founded Leonard Advisory Group to fill in the gaps he saw when helping his mother plan for retirement. Bill focused much of his career on the insurance and annuity industry. As an independent advisor, he helped thousands of retirees and pre-retirees face the financial challenges that lie ahead with confidence. Since 1996, Bill has worked in a variety of capacities, gaining valuable experience with insurance. In 2007, he became an independent consultant, focusing on income protection and retirement planning. Bill was an honorary host of the “Protecting Your Profits” radio show on 94.5 3WS Pittsburgh and a weekly guest on the national broadcast “Financial Safari” radio show heard locally on NewsTalk 104.7 FM. He has also been featured on WISR 680 AM and WORD FM. In his free time, Bill enjoys traveling, boating, skiing, hiking, biking, restoring antique vehicles, and spending quality time with family, friends, and clients. He has been married to his wife, Cindy, for almost 40 years. They have three children: Zach, Josh, and Zoey, as well as a crazy border collie named Sweep. After over 25 years assisting families transition into retirement Bill is excited to transition himself into retirement at the end of 2022.
