Financial Planning Strategies to Avoid Costly Mistakes (Ep. 74)
Feeling empowered in retirement requires careful planning to avoid unnecessary costs and maximize enjoyment.
Are you prepared to handle debt, taxes, and big life changes in retirement?
Learn how financial strategies can help you manage taxes, pay down debt, and even enjoy your golden years worry-free.
In this episode of Relax, It’s Retirement Josh Leonard and Pete Belcastro dive into the world of financial empowerment through careful planning and smart tax strategies. They explore real-world scenarios, including helping clients navigate unexpected credit card debt and embrace the freedom of spending wisely in retirement. Learn how tailored planning can lead to a worry-free retirement, allowing you to focus on living your life to the fullest.
They discuss:
- How comprehensive tax planning can significantly reduce unnecessary expenses
- The benefits of using a structured, three-bucket strategy for financial security
- Real-life success stories demonstrating financial empowerment through planning
- Strategies for maximizing income in retirement while minimizing potential financial stressors
- And more!
Resources:
- Schedule a meeting with the team
- Download our “7 Big Retirement Mistakes Checklist” to help avoid costly retirement mistakes!
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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