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

Are you protecting yourself from the growing threat of identity theft, especially as you near retirement? This week on Relax, Its Retirement, Josh Leonard sits down with Angela Ferrante, Leonard Advi

What happens when an unexpected job loss disrupts your retirement plans? In this episode of Relax, Its Retirement, Josh Leonard and Pete Belcastro delve into strategies for navigating the economic a

Feeling empowered in retirement requires careful planning to avoid unnecessary costs and maximize enjoyment. Are you prepared to handle debt, taxes, and big life changes in retirement? Learn how fin

Charitable giving can be a powerful part of your retirement, and its about more than just donationsits about making a lasting impact with your finances. How do you ensure your giving is intentional

When was the last time your reviewed your Medicare plans? In this episode of *Relax Its Retirement*, host Josh Leonard sits down to discuss the ins and outs of Medicare open enrollment. As the leaves