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:

• Schedule a meeting with the team
• Download our “7 Big Retirement Mistakes Checklist” to help avoid costly retirement mistakes!
• Episode 59: Longevity in Retirement: Planning for the Long Haul
• Episode 61: Healthcare Costs in Retirement: Strategies to Manage Your Expenses
• Episode 65: Planning for an Early and Intentional Retirement
• Episode 69: Capital Loss Harvesting vs. Capital Gain Harvesting: What’s Right for Your Retirement?
• Episode 77: 5 Key Tax Opportunities to Capture Before Year-End!

Connect with Josh Leonard: 

• jleonard@leonardadvisorygroup.com
• LinkedIn: Josh Leonard
• Leonard Advisory Group
• 412-998-PLAN
• YouTube: Leonard Advisory Group
• Facebook: Leonard Advisory Group

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