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, Jo

Diversification isnt just a buzzwordits a critical tool for protecting your retirement savings and future security. This week, Josh Leonard and Pete Belcastro tackle common misconceptions about div

What do taxes and retirement have in common with your happiest Saturday? In this episode of Relax, Its Retirement, Josh Leonard invites you to unravel the often confusing world of taxes as you appro

Are you prepared for the five worlds of money in retirement? In this episode of Relax, Its Retirement, Josh Leonard explores the distinct but interconnected areas crucial to a successful retiremen

Goal setting isnt just for your careerits essential for creating an intentional and fulfilling retirement. What goals will keep you engaged, active, and satisfied as you transition to this next cha

Giving is a joyful part of the holiday season, and retirement offers unique opportunities to make it meaningful. How can retirees balance financial, personal, and charitable giving during the holidays

What happens when market emotions take over your retirement planning? Josh Leonard and Pete Belcastro tackle the rollercoaster ride of market trends and how you can prepare for those inevitable twists

Retirement planning can feel overwhelming, but the right strategies can make it smooth and intentional. How do you structure finances to ensure your money lasts while enjoying the lifestyle you want?

Are you aware of what you truly owe, and more importantly, own in your financial portfolio? Join us in this episode of Relax, Its Retirement, where Josh Leonard and Pete Belcastro dive into the nitt

Are you making the most of your year-end tax planning? In this episode, Josh Leonard dives into effective year-end tax planning strategies to maximize your savings. Prepare for an insightful discussi