46 episodes

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.

Relax, It’s Retirement Podcast Relax, It's Retirement

    • Business
    • 5.0 • 10 Ratings

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.

    Juggling Retirement & College Debt with Dan Cieniewicz (Ep. 45)

    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

    • 33 min
    Navigating Financial Storms: Lessons from Market Meltdowns (Ep. 44)

    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

    • 33 min
    Empowering Women in Retirement: The Legacy of Barbara Hillary (Ep. 43)

    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

    • 27 min
    Are Behavioral Biases Affecting Your Retirement Planning & Investment Decisions? (Ep. 42)

    Are Behavioral Biases Affecting Your Retirement Planning & Investment Decisions? (Ep. 42)

    Have you ever found yourself making financial decisions based on instinct rather than informed choices?  In this episode, Josh Leonard talks about five common behavioral biases that can influence financial decision-making. He addresses loss aversion, confirmation bias, herd mentality, overconfidence, and anchoring bias, illustrating each with real-world examples. He also discusses the influence of laziness … Read More Read More

    • 25 min
    Retirement Success Through Discipline and Goal-Setting with Pete Belcastro, CFP® (Ep. 41)

    Retirement Success Through Discipline and Goal-Setting with Pete Belcastro, CFP® (Ep. 41)

    In a world filled with distractions and temptations, discipline stands as a beacon of consistency and success, guiding us toward our goals and aspirations. Whether in financial planning, health routines, or personal growth, discipline forms the foundation for long-term achievement and fulfillment. Today on Relax, It’s Retirement, Josh and Pete Belcastro, CFP®, talk about discipline … Read More Read More

    • 31 min
    Don’t Let Taxes Crash Your Party – How to Maximize Your Tax Savings with Pete Belcastro, CFP® (Ep. 40)

    Don’t Let Taxes Crash Your Party – How to Maximize Your Tax Savings with Pete Belcastro, CFP® (Ep. 40)

    Tax time is near. Nobody wants to pay taxes, but we have to, so let’s talk about how we can maximize our tax savings. In this episode, Josh Leonard and Pete Belcastro, Financial Planner at Leonard Advisory Group, talk about tax planning. They share tips for filing taxes this year and some ways to help … Read More Read More

    • 31 min

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

c.danielpowell ,

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!

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