Tag: Wills
Retire with Intent: The True Intent Planning System™ Explained (Ep. 96)

Retire with Intent: The True Intent Planning System™ Explained (Ep. 96)

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Retirement isn’t just an end, it’s the beginning of everything you’ve always wanted to do. 

What if you could approach this next chapter with purpose and confidence, not just hope? 

In this episode, Josh Leonard breaks down the True Intent Planning System™ and its five pillars for a purposeful retirement. He emphasizes the importance of planning for income, investments, taxes, healthcare, and estate matters, and discusses real-life stories and practical tips for retirees.

Josh discusses:

  • Optimizing income streams in retirement, including Social Security, pensions, annuities, and bridging any income gaps
  • Structuring investments to match retirement goals, manage risk, and address potential tax issues from withdrawals
  • Tax planning strategies, including the benefits of tax diversification, Roth conversions, and minimizing tax burdens for future generations
  • Health care planning, from managing costs pre- and post-Medicare to long-term care considerations and annual prescription reviews
  • The importance of estate planning, updating wills, powers of attorney, and using vehicles like 529 plans for generational wealth and education funding
  • And more!

Resources:

Connect with Josh Leonard: 

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Estate Planning Essentials (Ep. 64)

Estate Planning Essentials (Ep. 64)

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You can protect your loved ones and legacy as you transition into retirement by estate planning.

Today on Relax, It’s Retirement, host Josh Leonard, and Pete Belcastro dive into the often overlooked but crucial aspect of retirement planning: estate planning. They talk about how to effectively prepare your essential estate documents, avoid the drawbacks of probate, leverage trusts for tax planning, and ensure your loved ones are protected. Tune in for some practical tips and advice around estate planning that can give you peace of mind as you plan for your golden years.

Josh and Pete discuss: 

  • Why regularly updating your will and legal documents is important
  • The role of Power of Attorney in managing assets during incapacitation
  • How to use trusts to protect assets and control distributions
  • How you can minimize the impact of estate taxes
  • And more

Resources:

Connect with Josh Leonard: 

Connect with Pete Belcastro: 

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