Tag: Retirement Goals
Making the Most of Holiday Giving in Retirement (Ep. 81)

Making the Most of Holiday Giving in Retirement (Ep. 81)

By |

Giving is a joyful part of the holiday season, and retirement offers unique opportunities to make it meaningful.

How can retirees balance financial, personal, and charitable giving during the holidays? How can creative and intentional choices enhance the spirit of giving?

In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss strategies for embracing the joy of giving in retirement, including financial tips, creative gift ideas, and charitable contributions. From smart tax planning to handmade gifts, this episode is packed with practical advice for a thoughtful and budget-friendly holiday season.

They Discuss:

  • The emotional and personal rewards of giving during retirement, including the value of sharing time and handmade gifts
  • Creative and budget-conscious gift ideas, such as shared experiences and handmade items, to add meaning without overspending
  • Charitable strategies like Qualified Charitable Distributions (QCDs) and donor-advised funds to maximize the impact of financial giving
  • The importance of holiday traditions and how simple, shared activities can create lasting memories
  • Year-end financial planning tips, including Roth conversions and tax-efficient
  • And more!

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Empowering Women in Retirement: The Legacy of Barbara Hillary (Ep. 43)
Empowering Women in Retirement: The Legacy of Barbara Hillary (Ep. 43)

Empowering Women in Retirement: The Legacy of Barbara Hillary (Ep. 43)

By |

What’s your retirement adventure? Meet Barbara Hillary, the trailblazer who set foot on the North Pole at 76. Let’s explore her remarkable story!

In this special Women’s History Month episode, Josh Leonard and Yana Leonard, CIA, MBA, Director of Finance, share the incredible life story of Barbara Hillary, an inspiring woman who challenged herself to achieve the impossible. From battling cancer to conquering the North Pole at 76, Barbara’s journey is a testament to resilience and determination. Discover how she raised funds, trained rigorously, and embodied the spirit of adventure in retirement, inspiring others along the way. Get ready to be inspired to embrace new horizons and set audacious goals.

Josh and Yana discuss: 

  • How Barbara Hillary conquered the North Pole at 76 and later the South Pole
  • Overcoming health challenges and turning them into inspiration
  • The importance of finding purpose and adventure in retirement
  • Planning for the next chapter in life and empowering women to chase their dreams
  • Embracing new challenges and adventures in retirement
  • And more

Resources:

Connect with Josh Leonard: 

Connect with Yana Leonard:

About our Guest: 

Yana Leonard, CIA, MBA, is the Director of Finance at Leonard Advisory Group. Ms. Leonard has held various finance roles within the manufacturing, pharmaceutical, and food and beverage industries. In her current role, Ms. Leonard delivers strategic recommendations and implements targeted solutions to drive business growth and optimize financial performance. Ms. Leonard earned a bachelor of arts degree in accounting and a minor in economics from Baldwin Wallace University and a masters of business administration (MBA) with a concentration in Accounting. She is a certified internal auditor (CIA). Ms. Leonard grew up in Solon, OH and resides in St. Joseph, MI with her husband Josh, their children, Eli and Isaac, and Layla, a golden retriever. In her spare time, she enjoys attending her kids’ extracurricular activities, traveling, volunteering, reading, and spending time at the lake with friends and family.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More