Relax, It’s Retirement Podcast

Josh Leonard
  • 5.0 (12)
  • INVESTING
  • UPDATED SEMIMONTHLY

Are you worried about the impact of taxes in retirement? Concerned you might run out of money in retirement? Are you looking to avoid making costly pitfalls transitioning into retirement? Welcome to the Relax, It’s Retirement Podcast with Josh Leonard from Leonard Advisory Group. In this podcast, we help those nearing retirement greet it with a well prepared smile. Join Josh and his guests to learn the retirement and tax planning tips you need so that you too, can live your golden years with the happiness and excitement you deserve. Hear stories from his years of experience to help you transition into a fun and intentional retirement.

  1. DEC 2

    When Should High-Net-Worth Retirees Take Social Security? (Ep. 102)

    Planning for retirement comes with many choices that can shape long-term comfort and confidence. Small shifts in timing, taxes, and income strategy can influence how well your resources support the life you want to enjoy. In this episode, Josh Leonard breaks down how Social Security fits into a broader retirement plan for high-net-worth individuals, explaining … Read More Read More

    26 min

  2. NOV 18

    Taxes, Timing, and the End of the Year: What You Can Still Control (Ep. 101)

    The end of the year can bring financial stress, but it’s also a valuable time to take control of your retirement strategy. In this episode of Relax, It’s Retirement, Josh Leonard walks through year-end tax planning steps that can make a real difference for retirees. From RMDs and charitable giving to Roth conversions and managing … Read More Read More

    27 min

  3. OCT 7

    Episode 100 – A Legacy of Intent (Ep. 100)

    When you hit a milestone, you pause to reflect. In this special 100th episode, Josh Leonard is joined by his father, Bill Leonard, whose work laid the foundation of what is now the Leonard Advisory Group. Together, they revisit the firm’s humble beginnings, envelopes licked in a basement, meetings around kitchen tables, and the evolution … Read More Read More

    29 min

  4. SEP 23

    Turning High Income Into Lasting Wealth (Ep. 99)

    Earning a high income doesn’t automatically translate to lasting wealth. The real challenge is how to transform those peak earning years into a retirement filled with stability and freedom. In this episode, Josh Leonard shares three practical strategies to reduce taxes now and build wealth for the long term. From maxing out tax-advantaged accounts to … Read More Read More

    32 min

  5. AUG 27

    6 Tax-Smart Takeaways from the One Big Beautiful Bill Act (Ep. 98)

    Tax law changes are here, some good, some complicated.  But one thing’s for sure: now is the time to adjust your plan. In this episode, Josh Leonard breaks down the One Big Beautiful Bill Act and what it means for those nearing or entering retirement. From enhanced deductions to planning around RMDs and Social Security, … Read More Read More

    29 min

  6. AUG 6

    Bikes, Voices & Victories: Changing Lives with Variety’s Tom Baker (Ep. 97)

    What if your child said “I love you” for the first time thanks to an iPad? That’s just one of the many moments families experience with Variety’s life-changing programs. In this episode, Josh Leonard sits down with Tom Baker, CEO of Variety the Children’s Charity of Pittsburgh, to share powerful stories about helping children with … Read More Read More

    33 min

  7. JUL 23

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

    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 … Read More Read More

    30 min

  8. JUL 2

    How Recent Retirement Laws May Affect Your Future (Ep. 95)

    New laws have reshaped retirement planning, and staying informed could mean the difference between saving money and paying avoidable taxes. In this episode, Josh Leonard explains the impact of Secure Act 1.0 and 2.0 on retirement planning and why constant plan updates are necessary. He highlights how changes to RMD ages, IRA rules, and Medicare … Read More Read More

    30 min
See All (102)

Ratings & Reviews

5
out of 5
12 Ratings

About

Are you worried about the impact of taxes in retirement? Concerned you might run out of money in retirement? Are you looking to avoid making costly pitfalls transitioning into retirement? Welcome to the Relax, It’s Retirement Podcast with Josh Leonard from Leonard Advisory Group. In this podcast, we help those nearing retirement greet it with a well prepared smile. Join Josh and his guests to learn the retirement and tax planning tips you need so that you too, can live your golden years with the happiness and excitement you deserve. Hear stories from his years of experience to help you transition into a fun and intentional retirement.

Information

  • Creator
    Josh Leonard
  • Years Active
    2022 - 2025
  • Episodes
    102
  • Rating
    Clean
  • Copyright
    Copyright © 2022 Relax, It’s Retirement Podcast
  • Show Website
    Relax, It’s Retirement Podcast