Relax, It’s Retirement Podcast
Are you worried about the impact of taxes in retirement? Concerned you might run out of money in retirement? Are you looking to avoid making costly pitfalls transitioning into retirement? Welcome to the Relax, It’s Retirement Podcast with Josh Leonard fro
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Recent Episodes
Don’t Let Taxes Crash Your Party – How to Maximize Your Tax Savings with Pete Belcastro, CFP® (Ep. 40)
Tax time is near. Nobody wants to pay taxes, but we have to, so let’s talk about how we can maximize our tax savings.
In this episode,...
Navigating Life’s Twists and Turns: A Candid Conversation with Yana Leonard | Family, Finance, and More (Ep. 39)
Have you ever wondered how successful couples navigate the challenges of marriage, parenthood, and career?
Meet Yana Leonard, CIA, MBA, a key...
Navigating Post-Employment 401(k) Options (Ep. 38)
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 employer’s plan? How can...
The Three-Bucket Strategy for Retirement Planning with Pete Belcastro (Ep. 37)
Is your financial plan secure enough to last until retirement? How could dividing your income into separate groups help ensure your retirement income...
Seven Steps to Successful Retirement (Ep. 36)
Is your retirement plan set for a successful future? When was the last time you reviewed your plan and ensured it has been adapted for any life-changing...
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