Mastering Financial Literacy in Your Golden Years (Ep. 48)
Are you ready to greet retirement with a well-prepared smile?
Welcome to the Relax, It’s Retirement podcast, where we dive into mastering financial literacy in your golden years. This episode, featuring Josh Leonard and Pete Belcastro, zooms in on transitioning into retirement with intent. They explore practical tips for income and budget planning in April’s Financial Literacy Month, highlighting ways to navigate the shift from a steady paycheck to managing retirement funds. Through engaging discussions and real-life examples, you will glean insights into making informed decisions for a fulfilling retirement.
Josh and Pete discuss:
- Understanding income and budgeting in retirement
- Navigating the transition from receiving regular paychecks to retirement income planning
- Strategies for managing expenses and creating effective budgets
- Addressing the impact of healthcare expenses during retirement
- And more
Resources:
- Schedule a meeting with the team
- Fidelity® Releases 2023 Retiree Health Care Cost Estimate
- Fidelity: How much will healthcare cost you in retirement?
- Ronco Showtime Rotisserie & BBQ Full Infomercial
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
Connect with Pete Belcastro:
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