49 episodes
Relax, It’s Retirement Podcast Relax, It's Retirement
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- Business
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5.0 • 10 Ratings
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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.
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Mastering Financial Literacy in Your Golden Years (Ep. 48)
Are you ready to greet retirement with a well-prepared smile? Welcome to the Relax, It’s Retirement podcast, where we dive into mastering financial literacy in your golden years. This episode, featuring Josh Leonard and Pete Belcastro, zooms in on transitioning into retirement with intent. They explore practical tips for income and budget planning in April’s … Read More Read More
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Making an Impact with Donor-Advised Funds ft. Daffy.org CEO Adam Nash (Ep. 47)
Are you struggling to navigate the complexities of charitable giving and tax planning for retirement? Let us introduce you to Daffy! Josh Leonard and his guest, Adam Nash, co-founder and CEO of Daffy.org dive into the world of donor-advised funds, money decisions, and much more on this engaging episode of Relax It’s Retirement. They address … Read More Read More
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Maximize Your Retirement: 3 Reasons to Consider Roth Conversions (Ep. 46)
Are you looking to maximize your tax bracket and secure a stress-free retirement? You might want to consider adding Roth conversions to your retirement plan. Josh Leonard and Pete Belcastro dive into the world of Roth conversions, discussing three key scenarios when converting to a Roth IRA might benefit your retirement plan with a focus … Read More Read More
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Juggling Retirement & College Debt with Dan Cieniewicz (Ep. 45)
Are you nearing retirement but still burdened with your kid’s college debt payments? Discover how you can potentially cut those payments in half with The College Dude. Today on Relax, It’s Retirement, Josh Leonard and Dan Cieniewicz, CFP®, CCFC, CSLP®, a.k.a. The College Dude, delve into the world of managing Parent PLUS loans to balance … Read More Read More
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Navigating Financial Storms: Lessons from Market Meltdowns (Ep. 44)
Have you ever wondered how quickly the stock market can plunge into a bear market and the impact it has on your investments? Join Josh Leonard and our Pete Belcastro, as they delve into three significant market crashes in history, including the 1929 stock market crash, Black Monday in 1987, and the recent COVID market … Read More Read More
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Empowering Women in Retirement: The Legacy of Barbara Hillary (Ep. 43)
What’s your retirement adventure? Meet Barbara Hillary, the trailblazer who set foot on the North Pole at 76. Let’s explore her remarkable story! In this special Women’s History Month episode, Josh Leonard and Yana Leonard, CIA, MBA, Director of Finance, share the incredible life story of Barbara Hillary, an inspiring woman who challenged herself to … Read More Read More
Customer Reviews
Not just for those near retirement age!
Great show and information! Anyone can benefit from the expertise offered by Josh and his team in these episodes (and not just those near retirement age). I’m in my 30’s and I’m acquring great tips and knowledge from the insights Josh delivers weekly on the show. Highly recommended!