Retirement just isn’t what it used to be.  

In this episode, Josh Leonard discusses the concept of “unretirement” and finding a mission in the next phase of life. They challenge the conventional understanding of retirement, discussing the potential pitfalls, tax implications, and the emotional aspects of stepping away from a lifelong career.

Josh unpacks:

• The future of retirement and how individuals are seeking purpose beyond the paycheck
  
• Caution against claiming social security too early due to potential repayments
  
• Reasons why individuals return to the workforce post-retirement
  
• The emotional aspects of work: finding a mission, purpose, and social connection
  
• How work can serve as a gateway to community involvement
  
• Tax implications of relocating during retirement
  
• And more!
  

Resources:

• Schedule a meeting with the team
  
• Transitioning into Retirement with Jerome Myers (Ep. 17)
  
• Medicaresources.org
  
• Social Security
  
• Book: Matthew McConaughey’s Green Lights
  

Connect with Josh Leonard: 

• jleonard@leonardadvisorygroup.com
  
• LinkedIn: Josh Leonard
  
• Leonard Advisory Group
  
• 412-998-PLAN
  
• YouTube: Leonard Advisory Group
  
• Facebook: Leonard Advisory Group