Tag: Setting Goals

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

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

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


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.