Relax, It’s Retirement Podcast

Relax, It’s Retirement Podcast


Latest Episodes

Money Meets Machine: The Impact of AI in Financial Services (Ep. 16)
May 23, 2023

In a world where AI is slowly taking over our everyday lives, it is important to understand what exactly this technology is and how it may be beneficial to a number of different aspects of your life.

Protecting Yourself from a Bank Collapse: Silicon Valley Case (Ep. 15)
May 09, 2023

After the Silicon Valley Banks collapse, a lot of people panicked and started doubting the stability of their own banks where they hold accounts. What is the difference between investing in a bank an

Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)
April 18, 2023

As the flowers bloom, the grass gets greener and our worries feel lighter, we know that spring is around the corner. Youre probably cleaning out your closets this spring or your garden beds but were

Your Recession Survival Guide (Ep. 13)
March 14, 2023

Have you been in a sticky situation where you needed to pay a large amount of money but did not have liquid assets on hand? With price increases on basic necessary items, it is time to start thinking

Income Planning: When The Paychecks Stop (Ep. 12)
February 21, 2023

What do YOU view as your most substantial asset that allows you to live the life you want to live on a daily basis? In this episode, Josh Leonard talks about the road you have to follow once your payc

Secure Act 2.0: What does it mean for you? (Ep. 11)
February 07, 2023

The Secure Act 2.0 was signed into place on December 23, 2022. This opens several new strategies you can dip into, in order to save for your retirement and/or fund important goals such as education.

Let’s Talk About Risk (Ep. 10)
January 17, 2023

What is your biggest fear? Many times our fears dont align with our biggest risks. Market risk has been on the top of everyones mind but that is not the only risk we need to worry about in retiremen

Goal Setting for the New Year (And How to Stay Accountable) (Ep. 9)
January 03, 2023

New year, new you At least until around March. Isnt that always how it goes? Most of us set some goals but fall off the wagon not too long after. We get it. In this episode, Josh Leonard talks about

Gifts of Financial Wisdom for Your Grandkids (Ep. 8)
December 20, 2022

Looking for last-minute gift ideas for your Grandkids? Look no further! Although they might be looking for fun toys, it might be time to offer them the gift that keeps on giving; a solid financial fou

5 Hidden Year-End Tax Saving Strategies (Ep. 7)
December 06, 2022

2022 has been a challenging year, to say the least. From the war in Ukraine, inflation and elections to the downward shift in the market, there are a number of factors coming together, causing us to s