Tag: Long-Term Care
Retire with Intent: The True Intent Planning System™ Explained (Ep. 96)

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

By |

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!

Resources:

Connect with Josh Leonard: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Conquering Retirement Fears with Confidence (Ep. 86)

Conquering Retirement Fears with Confidence (Ep. 86)

By |

Retirement is a time for celebration, but it often brings up important concerns about money, health, and purpose. 

How can you prepare to enjoy this new chapter with peace of mind?

In this episode, Josh Leonard and Pete Belcastro discuss actionable steps to overcome common retirement fears, from financial security to finding joy and meaning beyond work. Whether it’s optimizing Social Security, managing healthcare costs, or staying socially connected, this episode provides key strategies for a rewarding retirement.

Josh and Pete discuss:

  • How to overcome the fear of running out of savings with practical financial planning
  • Strategic approaches to maximize Social Security benefits for long-term security
  • The importance of maintaining purpose and emotional fulfillment after retirement
  • Tips for managing healthcare costs and understanding Medicare options
  • Lifestyle considerations like downsizing or relocating to meet personal and financial goals
  • And more!

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More