Are your finances due for a little spring cleaning? Just like airing out your home after winter, its time to dust off your financial strategy! Join Josh Leonard as he dives into five key tips for a f

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 surpr

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

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 ca

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