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

As inflation cools, new questions arise about the markets direction and future economic trends. How will the Feds decisions on interest rates affect your investments? Can the economy withstand reduc

Election seasons often bring a wave of anxiety, especially for those nearing retirement. How do you prepare for potential economic shifts without succumbing to fear? How can you ensure your retirement

Are you maximizing the potential of capital gains and losses in your retirement planning? This week, Josh Leonard and Pete Belcastro dive into the often-overlooked strategies of capital gain and loss

Time can still be on your side even in retirement! In this episode, Josh dives into the fascinating dynamics of time and retirement planning. Youll learn how to maximize your retirement years by leve