Tag: Resilience
Overcoming Obstacles With Grit, Endurance & Family Support (Ep. 66)

Overcoming Obstacles With Grit, Endurance & Family Support (Ep. 66)

By |

Are you ready to hear a story about grit, teamwork, and the unexpected turns that can define your journey, whether it’s a race or your retirement plan?

In this episode, Josh recounts his recent journey of conquering the Leadville MTB 100 in the Colorado Rockies, with the invaluable support of his wife Yana Leonard, CIA, MBA, Director of Finance. Alongside tales of determination and grit, Josh and Yana emphasize the remarkable role family support played in achieving this monumental feat. Packed with real-world lessons, hear how Josh navigated unexpected hurdles and triumphed with one crucial lesson – preparation and a reliable support system can make all the difference. From unexpected flat tires to quick solutions, learn how this endurance race teaches vital lessons for retirement planning and navigating life’s unpredictability. 

Josh and Yana talk about:

  • How Josh overcame unexpected challenges during the race with the help of his wife and community
  • The quick, practical solutions that helped Josh complete the race – a lesson in planning for the unpredictable
  • The crucial role of support systems in achieving big goals, both in sports and financial planning
  • How disciplined training and strategic planning in sports can translate to successful retirement strategies
  • And more

 

Resources:

Connect with Josh Leonard: 

Connect with Yana Leonard:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Achieving and Setting Goals with Pete Belcastro, CFP® (Ep. 32)

Achieving and Setting Goals with Pete Belcastro, CFP® (Ep. 32)

By |

The New Year typically follows with New Year’s resolutions. What goals do you have for the New Year? And what strategies could help you to stay on track?

Gear up for a power-packed New Year as Josh Leonard and Pete Belcastro from the Leonard Advisory team discuss their resolutions and success strategies! Dive into their reflections on the past year’s triumphs, including Pete’s career eureka moment and Josh conquering a half ironman. Uncover the secrets behind their goal-setting choices and the winning strategies that propelled them to achievement. 

Get ready to be inspired and equipped with insights to conquer your resolutions.

Josh and Pete discuss: 

  • Their personal goals over the past year
  • How their goals related to their personal and professional growth
  • Why is setting specific, measurable, achievable, relevant, and time-bound (SMART) goals important
  • Why is emphasizing commitment and perseverance important in goal achievement
  • And more

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

About our Guest: Pete is a seasoned Financial Planning professional with over 15 years of diverse experience in financial, business, sales, and marketing domains. Presently, Pete serves as a financial planner, specializing in helping clients make decisions that align with their current and future financial requirements. His extensive career includes roles as an independent advisor, a registered assistant, and a licensed banker, providing him with a broad spectrum of financial expertise.

Pete’s belief in the value of a multifaceted background is rooted in his conviction that it enables him to offer clients a distinctive and ultimately more effective perspective when it comes to future planning and goal setting. He firmly believes that a comprehensive understanding, not just of financial matters but also of clients and their individual needs and desires, is the cornerstone of a robust financial plan. This holistic approach underscores his commitment to delivering the strongest financial solutions for his clients.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Overcoming Challenges and Achieving Goals (Ep. 20)

Overcoming Challenges and Achieving Goals (Ep. 20)

By |

We’ve got our very own IRONMAN 70.3 Steelhead accomplisher in the studio! 

In this episode, Josh Leonard shares his experience completing a half ironman race. Despite facing thunderstorms and a delayed start, Josh was able to swim comfortably and exceed his expectations on the bike leg. He emphasizes the importance of focusing on what you’re good at and enjoy, both in the race and in retirement. Despite setbacks, including a shelter-in-place order, Josh remained determined to complete the race.

Josh discusses: 

  • The key takeaways from his training
  • Reflections on the value of accepting unexpected challenges
  • The importance of the loving support he received from his wife and the community around him
  • The importance of setting goals and staying motivated
  • How this relates to achieving the goals that you set for yourself in retirement
  • And more

Resources:

Connect with Josh Leonard: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More