Market swings, inflation, and shifting headlines can make retiring this year feel uncertain.

But with the right plan, you don’t need to delay your goals — even in a tough market. Are you prepared financially and mentally for what comes next?

In this episode, Josh Leonard shares how to build a flexible retirement strategy that can weather short-term challenges while aligning with your values and lifestyle. He covers tax-efficient tactics, managing income, and finding purpose beyond work.

Josh discusses:

• How the three-bucket system helps reduce stress about timing your retirement
• Why proper planning should account for market downturns before they happen
• The benefits of tax strategies like Roth conversions during lower market years
• How to prepare mentally and emotionally for the shift from saving to spending
• Why retirement should be built around purpose, not just portfolios
• And more!

Resources:

• Schedule a meeting with the team
• Check out our latest Visual Insights Newsletter, “Ready for the Future?” with 5 Key Retirement Questions

Connect with Josh Leonard: 

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