EPISODE · May 30, 2025 · 14 MIN
Post-Memorial Day Check-In: Summer Goals & Market Update
from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi
🌞 Welcome to A Smarter Way to Retirewith Tony Leonardi, CFP® from Newtown, Fairfield County, Connecticut! Tony reflects on a memorable Memorial Dayweekend—raising a flag, firing up his pizza oven with garden mushrooms, andcelebrating family (Tony’s engagement and a new baby!). Dive into a mid-2025check-in: Are your finances and health goals on track? Explore the S&P500’s 23% trough-to-peak gain (now 5,921.54 after a 2.05% rally on May 27),last week’s volatility (1.6% drop, tariff fears), and tips to set summergoals—budgeting for trips, staying active with walks or pickleball, and more.Learn actionable steps to balance fun and stability. Visit LeonardiFamilyWealthcare.com for insights, listen on Spotify, watch on YouTube, and download the 2025Retirement Reset Checklist. Rate us on Apple! #RetirementPlanning #SummerGoals #MarketUpdate
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Post-Memorial Day Check-In: Summer Goals & Market Update
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