60 episodes
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.
-
Breaking Financial Rules (Ep. 60)
Are you ready to break some financial rules to optimize your retirement planning? Today, we’re challenging the rules of retirement planning to see when breaking them might actually be in your best interest. In this episode, Josh Leonard and his partner in crime, Pete Belcastro dive into five conventional financial rules that many believe are … Read More Read More
-
Longevity in Retirement: Planning for the Long Haul (Ep. 59)
Are you ready to make your retirement last for the long haul? In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss the importance of longevity in retirement. They cover strategies for structuring your assets to ensure they last, the importance of tax planning, and tips for maintaining an active and fulfilling … Read More Read More
-
From Farm Life to Financial Freedom: A Retirement Story with Chuck Glenz (Ep. 58)
Have you ever found yourself curious about how some folks manage to live their retirement years to the fullest? This week on Relax, It’s Retirement, Josh sits down with Chuck Glenz, a long-term client and family friend, to discuss Chuck’s unique and insightful journey through life and retirement. You’ll learn practical advice on retirement planning, … Read More Read More
-
Connecting Community and Retirement Through Art with Tami Fauver (Ep. 57)
Art isn’t just for galleries – it’s a powerful tool for enriching your retirement experience. Have you ever thought about how art could transform your retirement? Today on Relax, It’s Retirement, Josh introduces Tami Fauver, the Executive Chief and Curator at Krasl Art Center. They explore the dynamic intersection of the arts and retirement and … Read More Read More
-
FOMO in Retirement Planning, Explained (Ep. 56)
Are your financial decisions driven by a fear of missing out (FOMO)? Get ready to conquer your retirement planning with confidence and ease. Today on Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss retirement planning with a focus on overcoming the fear of missing out (FOMO) and making informed decisions for a secure financial … Read More Read More
-
How to Save for Retirement 101 (Ep. 54)
Ever wondered how to effectively save for retirement without missing out on the joys of life today? Today on Relax, It’s Retirement, Josh Leonard shares invaluable tips about optimizing your savings strategy during the accumulation phase of your finances. Whether you’re just starting or looking to refine your approach, this episode demystifies the order of … 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!