Are you looking to maximize your tax bracket and secure a stress-free retirement? You might want to consider adding Roth conversions to your retirement plan. Josh Leonard and Pete Belcastro dive into

Are you nearing retirement but still burdened with your kids college debt payments? Discover how you can potentially cut those payments in half with The College Dude. Today on Relax, Its Retirement,

Have you ever wondered how quickly the stock market can plunge into a bear market and the impact it has on your investments? Join Josh Leonard and our Pete Belcastro, as they delve into three signific

Whats your retirement adventure? Meet Barbara Hillary, the trailblazer who set foot on the North Pole at 76. Lets explore her remarkable story! In this special Womens History Month episode, Josh Le

Have you ever found yourself making financial decisions based on instinct rather than informed choices? In this episode, Josh Leonard talks about five common behavioral biases that can influence fina

In a world filled with distractions and temptations, discipline stands as a beacon of consistency and success, guiding us toward our goals and aspirations. Whether in financial planning, health routin

Tax time is near. Nobody wants to pay taxes, but we have to, so lets talk about how we can maximize our tax savings. In this episode, Josh Leonard and Pete Belcastro, Financial Planner at Leonard Adv

Have you ever wondered how successful couples navigate the challenges of marriage, parenthood, and career? Meet Yana Leonard, CIA, MBA, a key member of the team at Josh Leonard Advisory Group, as she

What are the long-term impacts of keeping your 401(k) with a former employer versus rolling it over to an IRA or a new employers plan? How can the benefits of IRA rollovers and Roth conversions influ

Is your financial plan secure enough to last until retirement? How could dividing your income into separate groups help ensure your retirement income will last? Check out this episode as Josh Leonard