Are you ready to make your retirement last for the long haul?

In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss the importance of longevity in retirement. They cover strategies for structuring your assets to ensure they last, the importance of tax planning, and tips for maintaining an active and fulfilling lifestyle throughout your retirement years. Learn about the three-bucket strategy for managing your funds, the importance of tax-efficient planning, and how staying active and socially engaged can enhance your quality of life. 

This episode is packed with valuable tips and real-world examples to help you navigate your golden years with confidence.

Josh and Pete explain: 

• 
  
• How to allocate your retirement savings into short-term, income, and growth buckets for long-term stability
  
• Why being tax-efficient now can save you more in the future and ensure your money lasts longer
  
• The importance of staying physically active and socially engaged to improve your quality of life in retirement
  
• How maintaining a routine and engaging in activities can enhance your happiness and longevity
  
• And more
  

By focusing on longevity, tax efficiency, and staying active in this episode, we want to empower you to make smart decisions for a secure and enjoyable retirement. Listen now and take the first step toward a well-planned future!

Resources:

• 
  
• Schedule a meeting with the team
  

Connect with Josh Leonard: 

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

Connect with Pete Belcastro: 

• 
  
• LinkedIn: Pete Belcastro, CFP®
  
• pete@leonardadvisorygroup.com