A Smarter Way To Retire with Tony Leonardi, CFP®

Hey everyone, it’s Tony Leonardi, CFP®! Discover tax-efficient retirement strategies to keep more of your wealth. Learn Roth conversions, tax-loss harvesting, gifting ($19,000/person in 2025), and more with our smart planning software. Book a complimentary consultation or get a nocost e-book at LeonardiFamilyWealthcare.com! #RetirementPlanning #TaxStrategies

Hey, it’s Tony Leonardi, CFP®! Learn how alternative investments like real estate & gold may help reduce portfolio volatility. Get my no cost e-book at LeonardiFamilyWealthcare.com/ebook or book a complimentary assessment!#RetirementPlanning

Hey everyone, it’s Tony Leonardi, CFP®! Plan for a 100+ retirement with healthcare ($315K+), HSAs, and long-term care strategies. Boost success to 90%+ with MoneyGuidePro. Get a no cost e-book or book a complimentary consultation at LeonardiFamilyWealthcare.com! #RetirementPlanning

Join Tony Leonardi, CFP® and author of A Smarter Way to Retire , to explore how AI revolutionizes financial planning. From real-time scenario analysis to personalized insights, learn how AI-powered tools like MoneyGuidePro help you achieve your retirement goals. Visit LeonardiFamilyWealthcare.com for a no cost e-book or to book a Complimentary Consultation.#RetirementPlanning #AI #CFP

Join Tony Leonardi, CFP®, author of A Smarter Way to Retire,as he dives into the great wealth transfer—$84 trillion moving to younger generations by 2045. Learn how to plan your legacy with trusts, gifting, GRATs,QCDs, and more, using MoneyGuidePro to help ensure your retirement stays secure. Book a complimentary assessment at[LeonardiFamilyWealthcare.com](https://LeonardiFamilyWealthcare.com/?utm...

Anthony Leonardi, CFP®, reveals tax planning for retirees:Roth conversions, OBBBA’s $6,000 deduction, and MoneyGuidePro’s dynamic approach. Dow surged 850 points; markets mixed. Book a free assessment atLeonardiFamilyWealthcare.com/?utm_source=podcast&utm_medium=applepodcasts. Subscribe for weekly retirement insights! Next: great wealth transfer, September 5.

Join Anthony Leonardi, CFP®, author of A Smarter Way to Retire , for the launch of our new weekly schedule, startingwith Social Security optimization. Learn how to maximize benefits, avoid tax pitfalls, and leverage spousal strategies, with insights from MoneyGuidePro. Plus, a market update: Dow, S&P, and NASDAQ dipped, but bonds shine. Bookyour free retirement assessment at LeonardiFamilyWeal...

Join Anthony Leonardi, CFP®, author of A Smarter Way to Retire , as he unpacks the July 2025 CPI report (headline CPI at 2.7%, core CPI at 3.1%), market swings, Apple’s AI push with Live Translation and a smarter Siri, and tariff tensions impacting stocks. Headline CPI tracks daily costs like gas, while core CPI signals long-term pressures like healthcare. Apple’s $500 billion AI investment drove...

Join Anthony Leonardi, CFP®, author of A Smarter Way to Retire , as he explores how declining U.S. birth rates, medical factors like infertility, AI-driven job changes, new trade deals boosting U.S. manufacturing, and China’s one-child policy shift could impact your retirement. The U.S. birth rate hit1.6 kids per woman in 2024, below the 2.1 replacement rate, partly due to health issues like obesi...

The U.S.-EU trade deal, signed July 27, 2025, is a game-changer for your retirement! With 15% tariffs, $750B in energy sales, and $600B in business investments, it’s a blockbuster for energy and small-cap stocks. In this week’s A Smarter Way to Retire , CFP Anthony Leonardi unpacks how to leverage this deal for your portfolio. From ExxonMobil’s 3% jump to inflation risks,learn how to: -Ride energy...

Markets hit record highs, and a U.S.-Japan trade deal sparked auto stocks, but tariffs and 2.7% inflation demand a plan. In this week’s A Smarter Way to Retire , CFP Anthony Leonardi breaks down this weeks economic moves, and the One Big Beautiful Bill Act ’s impact on your retirement. From Nvidia’s AI surge to tariff revenue and consumer strength, learn how to: -Save $2,000–$4,000 with 24% and 32...

New tax cuts save you thousands! Learn how markets & the One Big Beautiful Bill Act impact your retirement. Get our free 2025 Tax Planning Checklist! #TaxCuts2025 The One Big Beautiful Bill Act (signed July 4, 2025) locks in tax cuts that could save you thousands a year, but markets are volatile. In this week’s A Smarter Way to Retire , CFP Anthony Leonardi unpacks the latesteconomic news (Jul...

New tax law alert! The One Big Beautiful Bill Act could save you thousands in 2025. Join CFP Anthony Leonardi to learn how lower rates, a $6,000 senior deduction, and a 23% business break impact your retirement. Download our free 2025 Tax Planning Checklist at LeonardiFamilyWealthcare.com!#RetirementPlanning #TaxTips The One Big Beautiful Bill Act , signed July 4, 2025, is shaking up taxes for ret...

Join Tony Leonardi, CFP® from Newtown, Connecticut, on A Smarter Way to Retire for an episode recorded July 04, 2025. Celebrate America’s 249th with insights on financial independence amidst a Fed rate cut hint (20% Julychance), oil dropping to $68.9-$70, and S&P 500 highs. Learn how a plan counters PCE (0.1% rise), jobless claims, and the 2025 TCJA sunset, while boosting health. Key Takeaways...

The Critical Need for a Retirement Financial Plan Join Tony Leonardi, CFP® from Newtown, Connecticut, on A Smarter Way to Retire for an episode recorded June 25, 2025. As summer heats up, discover why the number one retirement mistake—retiring without a plan—can lead tooverspending, underspending, risky investments, or missed tax savings. With the Fed holding rates steady despite 2.7% inflation an...

Join Tony Leonardi, CFP® from Newtown, Connecticut, on A Smarter Way to Retire for an episode recorded June 18, 2025. Amid last week’s market dips from Middle East tensions and oil price surges, Tony reveals how to secure retirement beyond savings. Explore timing Social Security for your health and needs, choosing pension payouts (single-life, joint, or maximization with life insurance), and diver...

Welcome to A Smarter Way to Retire , hosted by Tony Leonardi, CFP® from Fairfield County, Connecticut. In this episode, recorded with insights from years of guiding retirees, Tony dives into the five biggest retirement planning mistakes that can jeopardize your financial future—and how to sidestep them. Discover why retiring without a clear strategy can leave you vulnerable, how underestimating a...

💪 Tony Leonardi, CFP® from Fairfield County, CT, welcomes Philip Pape of Wits & Weights , to explore the health-wealth connection in retirement. Recorded for A Smarter Way to Retire , this episode dives into why fitness matters more as we age. Learn how strength training, not cardio, is the foundation for retirees, plus Philip’s non-negotiables: protein, lifting, and recovery. Get actionable...

🌞 Welcome to A Smarter Way to Retire with Tony Leonardi, CFP® from Newtown, Fairfield County, Connecticut!  Tony reflects on a memorable Memorial Dayweekend—raising a flag, firing up his pizza oven with garden mushrooms, andcelebrating family (Tony’s engagement and a new baby!). Dive into a mid-2025check-in: Are your finances and health goals on track? Explore the S&P500’s 23% trough-to-peak...

🌿 Welcome to A Smarter Way to Retire with Tony Leonardi, CFP® from Fairfield County, Connecticut! On May 21, 2025, Tony shares a personal update—his sons’ travels, a garden rebuild after a flood, and spring in CT—before diving into Memorial Day’s 1868 origins and itsmeaning: honoring 1.1M fallen soldiers. Then, explore the Moody’s May 16 downgrade of US bonds to Aa1, driven by a $37T debt (up 50%...

Feeling rattled by recent market volatility? 📉 In this episode of A Smarter Way to Retire , Tony Leonardi, CFP® based in Fairfield County,Connecticut, shares three positive economic updates from May 2025 that arelifting markets and spirits. From the US-UK trade deal boosting sectors likemanufacturing, to a new US-China agreement easing trade tensions, and abipartisan pharmaceutical pricing policy...

Save thousands for your 2025 retirement with Tony Leonardi, a CERTIFIEDFINANCIAL PLANNER® professional, in this A Smarter Way to Retire episode. Discover 5 tax-smart moves—Roth conversions, timing withdrawals, QCDs,bunching deductions, and low-tax states—plus a 2026 rate hike alert. HearTony’s client stories and a fun $18,000 gifting tip! Based on ASmarter Way to Retire and MoneyGuidePro. Sign up...

Ready for a smarter 2025 retirement? In this final A Smarter Way to Retire episode, Tony Leonardi, a CERTIFIED FINANCIAL PLANNER® professional, recaps his 10-step process to build a secure retirement plan. From organizing finances to optimizing taxes, get actionable insights based on Tony’s book A Smarter Way to Retire and MoneyGuidePro tools. 🔥 Sign up for our FREE 2025 Retirement Reset Checklis...

Your retirement plan evolves! Tony Leonardi, a CERTIFIED FINANCIAL PLANNER® professional, shares retirement adjustments for 2025 in Step 10. Tweak investments, budgets, or savings to hit 70–90% success probability. 📈 Small changes boost your plan by 20%! Get your free 2025 Retirement Reset Checklist and 2025 tax webinar at LeonardiFamilyWealthcare.com (Webinar tab) or YouTube @LeonardiFamilyWealt...

Tax season got you down? In this lively episode of A Smarter Way to Retire , host Tony Leonardi dives into the wild history of the federal income tax. Discover how a 3% Civil War “temporary” tax became permanent, why Al Capone was nabbed for tax evasion, and how top rates once hit a staggering 94%. Tony also reveals the hidden cost of tax prep—13 hours and $290 per person annually—and what it mean...