Big goals often look simple until you are in the middle of them, tired, uncertain, and second-guessing everything.How do you stay steady when the plan shifts? How do you prepare for the parts you cannot predict?In this episode, Josh Leonard shares how a

Planning for retirement comes with many choices that can shape long-term comfort and confidence.Small shifts in timing, taxes, and income strategy can influence how well your resources support the life you want to enjoy.In this episode, Josh Leonard bre

The end of the year can bring financial stress, but its also a valuable time to take control of your retirement strategy.In this episode of Relax, Its Retirement, Josh Leonard walks through year-end tax planning steps that can make a real difference fo

When you hit a milestone, you pause to reflect.In this special 100th episode, Josh Leonard is joined by his father, Bill Leonard, whose work laid the foundation of what is now the Leonard Advisory Group. Together, they revisit the firms humble beginning

Earning a high income doesnt automatically translate to lasting wealth. The real challenge is how to transform those peak earning years into a retirement filled with stability and freedom.In this episode, Josh Leonard shares three practical strategies t

Tax law changes are here, some good, some complicated.But one things for sure: now is the time to adjust your plan.In this episode, Josh Leonard breaks down the One Big Beautiful Bill Act and what it means for those nearing or entering retirement. Fro

What if your child said I love you for the first time thanks to an iPad?Thats just one of the many moments families experience with Varietys life-changing programs.In this episode, Josh Leonard sits down with Tom Baker, CEO of Variety the Childrens

Retirement isnt just an end, its the beginning of everything youve always wanted to do.What if you could approach this next chapter with purpose and confidence, not just hope?In this episode, Josh Leonard breaks down the True Intent Planning System

New laws have reshaped retirement planning, and staying informed could mean the difference between saving money and paying avoidable taxes.In this episode, Josh Leonard explains the impact of Secure Act 1.0 and 2.0 on retirement planning and why constant

Retirement can be a time of reflection and purpose, where intentionality meets impact.What if your golden years were not just for relaxation but a journey to uplift others while enriching your own life? This episode reveals how retirement and service can