Relax, It’s Retirement Podcast

Relax, It’s Retirement Podcast


Seven Steps to Successful Retirement (Ep. 36)

February 06, 2024

Is your retirement plan set for a successful future? When was the last time you reviewed your plan and ensured it has been adapted for any life-changing events?


Discover the seven key steps for achieving a fulfilling retirement with Josh Leonard. He touches on everything from crafting a budget and merging accounts to making savvy choices regarding health insurance and maximizing entitlements.


Josh discusses: 


  • What is the first step in building a successful retirement plan
  • When should you start tax planning for retirement
  • Why is understanding Social Security important for retirement
  • How do you approach legacy planning
  • And more

Resources:


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