Relax, It’s Retirement Podcast
By Josh Leonard
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Josh Leonard
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 0
Reviews: 0
Episodes: 110
Description
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 from Leonard Advisory Group. In this podcast, we help those nearing retirement greet it with a well prepared smile. Join Josh and his guests to learn the retirement and tax planning tips you need so that you too, can live your golden years with the happiness and excitement you deserve. Hear stories from his years of experience to help you transition into a fun and intentional retirement.
| Episode | Date |
|---|---|
|
The Retirement Stress Test: What Breaks First in Your Plan? (Ep. 109)
|
May 05, 2026 |
|
Staying Invested Through Market Noise with Dominic Pappalardo (Ep. 108)
|
Apr 07, 2026 |
|
Spring Tax Cleaning: 3 Hidden Opportunities in Last Year’s Return (Ep. 107)
|
Mar 24, 2026 |
|
Don’t Let “One More Year” Steal Your Retirement (Ep. 106)
|
Feb 17, 2026 |
|
From Success to Strategy: Planning With Intent for High Earners (Ep. 105)
|
Feb 03, 2026 |
|
Setting SMART Goals: From New Year’s Resolutions to Real Retirement Readiness (Ep. 104)
|
Jan 20, 2026 |
|
How a 60-Mile Mountain Bike Race Reinforced the Power of Intentional Living (Ep. 103)
|
Dec 26, 2025 |
|
When Should High-Net-Worth Retirees Take Social Security? (Ep. 102)
|
Dec 02, 2025 |
|
Taxes, Timing, and the End of the Year: What You Can Still Control (Ep. 101)
|
Nov 18, 2025 |
|
Episode 100 – A Legacy of Intent (Ep. 100)
|
Oct 07, 2025 |
|
Turning High Income Into Lasting Wealth (Ep. 99)
|
Sep 23, 2025 |
|
6 Tax-Smart Takeaways from the One Big Beautiful Bill Act (Ep. 98)
|
Aug 27, 2025 |
|
Bikes, Voices & Victories: Changing Lives with Variety’s Tom Baker (Ep. 97)
|
Aug 06, 2025 |
|
Retire with Intent: The True Intent Planning System™ Explained (Ep. 96)
|
Jul 23, 2025 |
|
How Recent Retirement Laws May Affect Your Future (Ep. 95)
|
Jul 02, 2025 |
|
Pine Valley Camp: Building Futures, One Child at a Time (Ep. 94)
|
Jun 11, 2025 |
|
Can I Retire This Year? (Ep. 93)
|
May 21, 2025 |
|
Should You Buy, Lease, or Hold? Car Buying Decisions in Retirement (Ep. 92)
|
May 07, 2025 |
|
Retirement Resilience: How to Protect Your Plan in a Volatile Market (Ep. 91)
|
Apr 15, 2025 |
|
Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)
|
Apr 01, 2025 |
|
Avoiding the Good Saver Tax Problem with Proactive Planning (Ep. 89)
|
Mar 11, 2025 |
|
Unpacking Social Security Changes (Ep. 88)
|
Feb 18, 2025 |
|
Planning Ahead for Retirement (Ep. 87)
|
Feb 04, 2025 |
|
Conquering Retirement Fears with Confidence (Ep. 86)
|
Jan 21, 2025 |
|
The Diversification Dilemma: Are Your Investments Really Safe? (Ep. 85)
|
Jan 14, 2025 |
|
Mastering the Tax Triangle (Ep. 84)
|
Jan 07, 2025 |
|
The Five Worlds of Money in Retirement (Ep. 83)
|
Dec 31, 2024 |
|
Setting Goals for a Purposeful Retirement (Ep. 82)
|
Dec 24, 2024 |
|
Making the Most of Holiday Giving in Retirement (Ep. 81)
|
Dec 17, 2024 |
|
What Kills a Bull Market? Factors that Could Trigger the Next Recession (Ep. 80)
|
Dec 10, 2024 |
|
The Best Moments: Top Retirement Insights from The Relax, It’s Retirement Podcast! (Ep. 79)
|
Dec 03, 2024 |
|
Know What You Owe: Essentials for a Secure Retirement (Ep. 78)
|
Nov 26, 2024 |
|
5 Key Tax Opportunities to Capture Before Year-End! (Ep. 77)
|
Nov 19, 2024 |
|
How to Safeguard Your Identity in Retirement (Ep. 76)
|
Nov 12, 2024 |
|
Managing Job Loss on the Path to Retirement (Ep. 75)
|
Nov 05, 2024 |
|
Financial Planning Strategies to Avoid Costly Mistakes (Ep. 74)
|
Oct 29, 2024 |
|
Maximizing Charitable Giving in Retirement (Ep. 73)
|
Oct 22, 2024 |
|
Key Strategies to Maximize Your Medicare Benefits (Ep. 72)
|
Oct 15, 2024 |
|
Market Shifts: How to Stay Informed and Prepared (Ep. 71)
|
Oct 08, 2024 |
|
Overcoming Retirement Fears During Election Season (Ep. 70)
|
Oct 01, 2024 |
|
Capital Loss Harvesting vs. Capital Gain Harvesting: What’s Right for Your Retirement? (Ep. 69)
|
Sep 24, 2024 |
|
Putting Time on Your Side in Retirement (Ep. 68)
|
Sep 17, 2024 |
|
6 Ways to Travel on a Budget in Retirement (Ep. 67)
|
Sep 10, 2024 |
|
Overcoming Obstacles With Grit, Endurance & Family Support (Ep. 66)
|
Sep 03, 2024 |
|
Planning for an Early and Intentional Retirement (Ep. 65)
|
Aug 27, 2024 |
|
Estate Planning Essentials (Ep. 64)
|
Aug 20, 2024 |
|
How to Choose the Best State for Your Retirement (Ep. 63)
|
Aug 13, 2024 |
|
Navigating RMD Changes for Your Retirement Plan (Ep. 62)
|
Aug 06, 2024 |
|
Healthcare Costs in Retirement: Strategies to Manage Your Expenses (Ep. 61)
|
Jul 30, 2024 |
|
Breaking Financial Rules (Ep. 60)
|
Jul 23, 2024 |
|
Longevity in Retirement: Planning for the Long Haul (Ep. 59)
|
Jul 16, 2024 |
|
From Farm Life to Financial Freedom: A Retirement Story with Chuck Glenz (Ep. 58)
|
Jul 09, 2024 |
|
Connecting Community and Retirement Through Art with Tami Fauver (Ep. 57)
|
Jul 02, 2024 |
|
FOMO in Retirement Planning, Explained (Ep. 56)
|
Jun 25, 2024 |
|
Retirement Planning: Preparation, Adaptability & Doing Hard Things (Ep. 55)
|
Jun 17, 2024 |
|
How to Save for Retirement 101 (Ep. 54)
|
Jun 11, 2024 |
|
Is Social Media Misleading You on Finance? (Ep. 53)
|
Jun 04, 2024 |
|
Are You Ready to Retire? (Ep. 52)
|
May 28, 2024 |
|
Decoding Life Insurance for Retirees: Is It Essential? (Ep. 51)
|
May 21, 2024 |
|
Mastering Financial Literacy in Your Golden Years: Part 2 (Ep. 50)
|
May 14, 2024 |
|
Building a Legacy Through Smart Retirement and Giving Strategies with Jack Miller (Ep. 49)
|
May 07, 2024 |
|
Mastering Financial Literacy in Your Golden Years (Ep. 48)
|
Apr 30, 2024 |
|
Making an Impact with Donor-Advised Funds ft. Daffy.org CEO Adam Nash (Ep. 47)
|
Apr 23, 2024 |
|
Maximize Your Retirement: 3 Reasons to Consider Roth Conversions (Ep. 46)
|
Apr 16, 2024 |
|
Juggling Retirement & College Debt with Dan Cieniewicz (Ep. 45)
|
Apr 09, 2024 |
|
Navigating Financial Storms: Lessons from Market Meltdowns (Ep. 44)
|
Apr 02, 2024 |
|
Empowering Women in Retirement: The Legacy of Barbara Hillary (Ep. 43)
|
Mar 26, 2024 |
|
Are Behavioral Biases Affecting Your Retirement Planning & Investment Decisions? (Ep. 42)
|
Mar 19, 2024 |
|
Retirement Success Through Discipline and Goal-Setting with Pete Belcastro, CFP® (Ep. 41)
|
Mar 12, 2024 |
|
Don’t Let Taxes Crash Your Party – How to Maximize Your Tax Savings with Pete Belcastro, CFP® (Ep. 40)
|
Mar 05, 2024 |
|
Navigating Life’s Twists and Turns: A Candid Conversation with Yana Leonard | Family, Finance, and More (Ep. 39)
|
Feb 27, 2024 |
|
Navigating Post-Employment 401(k) Options (Ep. 38)
|
Feb 20, 2024 |
|
The Three-Bucket Strategy for Retirement Planning with Pete Belcastro (Ep. 37)
|
Feb 13, 2024 |
|
Seven Steps to Successful Retirement (Ep. 36)
|
Feb 06, 2024 |
|
Building Memorable Culture Moments at Work with Eric Leathem (Ep. 35)
|
Jan 30, 2024 |
|
Managing the Unpredictability in Market Predictions for Investment Planning with Pete Belcastro, CFP® (Ep. 34)
|
Jan 23, 2024 |
|
Refine Your Financial Goals for Retirement with Lists (Ep. 33)
|
Jan 16, 2024 |
|
Achieving and Setting Goals with Pete Belcastro, CFP® (Ep. 32)
|
Jan 09, 2024 |
|
How to Stay Safe and Have Fun Doing It with Angela Ferrante and Sam Rosenberg (Ep. 31)
|
Dec 26, 2023 |
|
AI’s Impact on Information Retrieval and Career Futures with Michael Laughlin (Ep. 30)
|
Dec 12, 2023 |
|
Is Your End-of-Year Financial Checklist Ready? (Ep. 29)
|
Nov 28, 2023 |
|
How Can You Protect Yourself from Identity Theft and Fraud in Retirement? with Pete Belcastro, CFP® (Ep. 28)
|
Nov 07, 2023 |
|
Meet the Newest Member of Our Team: Pete Belcastro, CFP® (Ep. 27)
|
Oct 24, 2023 |
|
Can You Harvest the “Fruit” of Volatility? (Ep. 26)
|
Oct 10, 2023 |
|
Empowering Families in Need: The Story of Christopher’s Kitchen (Ep. 25)
|
Sep 26, 2023 |
|
How to Choose the Best Place to Retire (Ep. 24)
|
Sep 12, 2023 |
|
How Can You Prepare for the Rising Cost of College? with Dan Cieniewicz (Ep. 23)
|
Aug 29, 2023 |
|
Practical Tips for Traveling (Ep. 22)
|
Aug 15, 2023 |
|
Are You Thinking About Un-Retiring? (Ep. 21)
|
Aug 01, 2023 |
|
Overcoming Challenges and Achieving Goals (Ep. 20)
|
Jul 18, 2023 |
|
5 Reasons to Ignore the Market When You Retire (Ep. 19)
|
Jul 06, 2023 |
|
Important Life Lessons Learned: Father’s Day Edition With Bill Leonard (Ep. 18)
|
Jun 13, 2023 |
|
Transitioning into Retirement with Jerome Myers (Ep. 17)
|
Jun 06, 2023 |
|
Money Meets Machine: The Impact of AI in Financial Services (Ep. 16)
|
May 23, 2023 |
|
Protecting Yourself from a Bank Collapse: Silicon Valley Case (Ep. 15)
|
May 09, 2023 |
|
Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)
|
Apr 18, 2023 |
|
Your Recession Survival Guide (Ep. 13)
|
Mar 14, 2023 |
|
Income Planning: When The Paychecks Stop (Ep. 12)
|
Feb 21, 2023 |
|
Secure Act 2.0: What does it mean for you? (Ep. 11)
|
Feb 07, 2023 |
|
Let’s Talk About Risk (Ep. 10)
|
Jan 17, 2023 |
|
Goal Setting for the New Year (And How to Stay Accountable) (Ep. 9)
|
Jan 03, 2023 |
|
Gifts of Financial Wisdom for Your Grandkids (Ep. 8)
|
Dec 20, 2022 |
|
5 Hidden Year-End Tax Saving Strategies (Ep. 7)
|
Dec 06, 2022 |
|
Leaving a Legacy Through Audio Memoirs with Daniel Powell (Ep. 6)
|
Nov 22, 2022 |
|
Client Retirement Story: Cycling Across the USA with Al Miller (Ep. 5)
|
Nov 08, 2022 |
|
Tricks and Treats for Retirement This Halloween Season (Ep. 4)
|
Oct 25, 2022 |
|
Meet the Dream Team at Leonard Advisory Group with Bill Leonard, Angela Ferrante and Desiree Hoosac (Ep. 3)
|
Oct 11, 2022 |
|
Retiring With Intent (Ep. 2)
|
Oct 11, 2022 |
|
A Father & Son Legacy: Meet the Leonards (Ep. 1)
|
Oct 11, 2022 |
|
Coming Soon!
|
Oct 07, 2022 |