The Critical Need for a Retirement Financial Plan

The Critical Need for a Retirement Financial PlanJoin Tony Leonardi, CFP® from Newtown, Connecticut, on A Smarter Way to Retire for an episode recorded June 25, 2025. As summer heats up, discover why the number one retirement mistake—retiring without a plan—can lead tooverspending, underspending, risky investments, or missed tax savings. With the Fed holding rates steady despite 2.7% inflation and oil prices swinging ($85-$90) due to Iran-Israel tensions, Tony explains how a financial model safeguards your future.Learn to stress-test your plan and reduce financialstress linked to faster aging.Key Takeaways: Avoid overspending or underspending with a roadmap.Balance risk and seize tax savings with planning.Review annually amid economic shifts.Listen on:SpotifyApple PodcastsYouTubeVisit LeonardiFamilyWealthcare.com or download the 2025Retirement Reset Checklist for a Probability of Retirement Success meter. Subscribe and review tosupport this journey!