Relax, It’s Retirement Podcast

The Secure Act 2.0 was signed into place on December 23, 2022.  This opens several new strategies you can dip into, in order to save for your retirement and/or fund important goals such as education.  In this episode, Josh Leonard discusses the number of changes this act has brought forward to us so that we can save more money more efficiently. Whether you are in the planning stage of your retirem...

What is your biggest fear? Many times our fears don’t align with our biggest risks. Market risk has been on the top of everyone’s mind but that is not the only risk we need to worry about in retirement.  In this episode, Josh Leonard discusses what risks you should be wary of when preparing and in retirement. Due to the recent market activity, everyone’s been worried about the stock market,...

New year, new you… At least until around March. Isn’t that always how it goes? Most of us set some goals but fall off the wagon not too long after. We get it. In this episode, Josh Leonard talks about the challenges of staying accountable and on track with your New Year’s resolutions. He shares some tips and tricks for how to overcome these VERY common challenges. Josh discusses:  His New Year res...

Looking for last-minute gift ideas for your Grandkids? Look no further! Although they might be looking for fun toys, it might be time to offer them the gift that keeps on giving; a solid financial foundation.  In this episode, Josh Leonard is joined by Bill Leonard, father and founder of the Leonard Advisory Group. As the holiday season is sneaking up on us, it might be time to start thinking abou...

2022 has been a challenging year, to say the least. From the war in Ukraine, inflation and elections to the downward shift in the market, there are a number of factors coming together, causing us to stress about our finances. Thankfully, the year is not over yet and we have a few effective strategies that might save you tax-free money.   In this episode, Josh Leonard discusses five hidden tax-savi...

Do you ever wonder about how people will think of you or remember you once you have passed away? Is it important for you to leave behind a story or personal anecdote that you feel defines your life?  In this episode, Daniel Powell from Liminal Legacy Media is here to talk about legacy planning and the different ways you can create this legacy that can be shared for years to come. From creating an...

Are you unsure what your retirement will look like? Finding new passions at an old age can be challenging but finding an activity that releases your serotonin like never before can jumpstart you into a fulfilling retirement, living out your days to the fullest. In this episode, Josh Leonard is joined by Al Miller, an avid cyclist who completed his ride across the US last year that he blogged live,...

As we get our front porches wrapped with spider webs and observe the leaves changing colors, it might be a good time to take one step forward in your retirement planning.  In this episode, Josh Leonard discusses some tricks and treats for retirement along with all the planning that goes into it as we head into the final quarter of the year. Additionally, he explains some ways to develop an efficie...

With the large number of clients under our belt, we pride ourselves in adapting and catering to any of our client’s needs, in any circumstances. This is why we work with trusted professionals, as well as other partnered firms such as AE Wealth Management and Morningstar Investment Management.  In this episode, Josh Leonard is joined by some of the key players from his team: Angela Ferrante,...

Retirement looks different for many people. For some, it might be slowing down, taking your foot off the gas, and leaning back into a more relaxed lifestyle. For others, it may be continuing to work part-time but focusing on passions rather than a career. An intentional retirement can kickstart this process for you through planning ahead early and identifying your goals.  In this episode, Josh Leo...

Retirement may pose many questions, but you can make the most of this next chapter of your life by preparing for it intentionally.  And you’re in the right place if you’re wondering how.  Introducing the Hello Retirement podcast with Josh Leonard. In this inaugural episode, Josh Leonard is joined by the father of the Leonard Advisory Group, Bill Leonard who also happens to be his father and real-l...