1st Anniversary: Why Financial Models Are Essential for Retirement Strategies

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Tony Leonardi, Certified Financial Planner professional celebrates 1 year on YouTube! Recap strategies(Roth conversions, portfolios, longevity) & why financial models areessential—success rates, tax savings, legacy. Updated for lower 2026 rates.Free quiz + book: LeonardiFamilyWealthcare.com/quizBecause there IS a Smarter Way to Retire.

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This episode is 13 minutes long.

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This episode was published on February 20, 2026.

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