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  • Should You Buy, Lease, or Hold? Car Buying Decisions in Retirement (Ep. 92)

    Should You Buy, Lease, or Hold? Car Buying Decisions in Retirement (Ep. 92)
    2025/05/07
    Buying a car can be exciting, but it can also be financially confusing, especially as you enter retirement. How do you decide between leasing, buying new, or buying used? What financial factors should retirees consider before making a vehicle purchase? In this episode, Josh Leonard guides listeners through the key financial and personal considerations when …

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    36 分
  • Retirement Resilience: How to Protect Your Plan in a Volatile Market (Ep. 91)

    Retirement Resilience: How to Protect Your Plan in a Volatile Market (Ep. 91)
    2025/04/15
    Worried about market volatility and what it means for your retirement? You’re not alone. Many people get anxious when their retirement accounts seem to shrink after years of growth. In this episode, Josh Leonard discusses market volatility and strategies to remain patient. Josh explains what market corrections are, why they happen, and how to prepare …

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    23 分
  • Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)

    Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)
    2025/04/01
    Are your finances due for a little spring cleaning? Just like airing out your home after winter, it’s time to dust off your financial strategy! Join Josh Leonard as he dives into five key tips for a fresh start this spring. He explores ways to tidy up old retirement accounts, refresh your financial planning outlook, …

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    28 分
  • Avoiding the Good Saver Tax Problem with Proactive Planning (Ep. 89)

    Avoiding the Good Saver Tax Problem with Proactive Planning (Ep. 89)
    2025/03/11
    Could saving smart lead to a tax nightmare? Join Josh Leonard as he unravels the unexpected “Good Saver Tax Problem” that even the most prepared might face. Josh explores strategies to sidestep surprise tax burdens during retirement. Dive into proactive approaches like phase-based tax stacking and unravel the complexities of Roth conversions, Required Minimum Distributions …

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    21 分
  • Unpacking Social Security Changes (Ep. 88)

    Unpacking Social Security Changes (Ep. 88)
    2025/02/18
    Social Security remains a critical foundation for retirement, but recent changes bring new opportunities and challenges for retirees. What strategies can maximize your Social Security benefits? How do recent legislative changes impact your retirement income plan? In this episode, Josh Leonard explains the updates to Social Security regulations, including the removal of provisions like WEP …

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    20 分
  • Planning Ahead for Retirement (Ep. 87)

    Planning Ahead for Retirement (Ep. 87)
    2025/02/04
    Retirement should be a time of fulfillment, not financial stress, yet many retirees face unexpected challenges. How can you make decisions today that your future self will thank you for? What steps can you take to avoid common retirement regrets and financial pitfalls? In this episode, Josh Leonard and Pete Belcastro discuss essential retirement planning …

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    32 分
  • Conquering Retirement Fears with Confidence (Ep. 86)

    Conquering Retirement Fears with Confidence (Ep. 86)
    2025/01/21
    Retirement is a time for celebration, but it often brings up important concerns about money, health, and purpose. How can you prepare to enjoy this new chapter with peace of mind? In this episode, Josh Leonard and Pete Belcastro discuss actionable steps to overcome common retirement fears, from financial security to finding joy and meaning …

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    26 分
  • The Diversification Dilemma: Are Your Investments Really Safe? (Ep. 85)

    The Diversification Dilemma: Are Your Investments Really Safe? (Ep. 85)
    2025/01/14
    Diversification isn’t just a buzzword—it’s a critical tool for protecting your retirement savings and future security. This week, Josh Leonard and Pete Belcastro tackle common misconceptions about diversification and share actionable insights on creating a retirement plan that minimizes risk and maximizes opportunities. From portfolio strategies to tax diversification and financial tools, this episode has …

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    31 分