Tag: Tax Strategies
The Best Moments: Top Retirement Insights from The Relax, It’s Retirement Podcast! (Ep. 79)

The Best Moments: Top Retirement Insights from The Relax, It’s Retirement Podcast! (Ep. 79)

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Retirement planning can feel overwhelming, but the right strategies can make it smooth and intentional.

How do you structure finances to ensure your money lasts while enjoying the lifestyle you want? 

This episode compiles the best retirement advice moments from Josh Leonard and his team, covering vital tips to plan your golden years with confidence. 

From managing taxes to healthcare planning, they explore practical solutions for long-term stability.

Key Highlights:

  • How to prepare for longer retirements by factoring in family history and careful planning
  • The “three-bucket system” for managing cash, steady income, and long-term growth
  • Proactive ways to minimize healthcare expenses through HSAs and yearly drug plan reviews
  • Tax-saving approaches, such as Roth IRA conversions and efficient withdrawal strategies
  • Creative retirement paths, including passion projects, part-time work, and minimalist lifestyles
  • And more!

Resources:

Connect with Josh Leonard: 

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Can You Harvest the “Fruit” of Volatility? (Ep. 26)

Can You Harvest the “Fruit” of Volatility? (Ep. 26)

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Discover the secrets of wealth mastery as we unveil strategies that will work for you no matter what your portfolio looks like. 

In this episode, Josh unravels essential strategies for navigating uncertain financial landscapes, drawing insights from the practices of the ultra-wealthy and astute investors. Starting with the importance of diversifying a portfolio to mitigate market fluctuations, exploring options like fixed income and advanced strategies. We then delve into the concept of “dry powder” and how it empowers investors to seize opportunities without unnecessary trading. Advanced tax planning steps are also unveiled, offering potential avenues to maximize tax advantages. 

Josh discusses: 

  • Three hidden opportunities to take advantage of and two costly mistakes to avoid when the market is volatile
  • Essential questions to ask yourself in the process
  • The importance of partnering with knowledgeable financial professionals as trusted resources due to the current online climate 
  • Finding advanced tax strategies for wealth preservation
  • Importance of caution with investment trends and social media Influencers
  • And more

Resources:

Connect with Josh Leonard: 

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