The Smart Retirement Strategy Quiz – Which of the 18 Profiles Are You?

Most retirement advice is too generic. That’s why I created the Smart Retirement Strategy Quiz — it identifies which of the 18 unique retiree profiles best matches your situation.In this episode, Tony Leonardi, CFP® explains the four key questions behind the quiz and shares three common profiles so you can start thinking about where you fit.You’ll learn:Live On vs Leave On assets and why it mattersThe “two bites” problem with inherited IRAsHow your tax focus, charitable goals, and concern about running out of money shape your ideal planTailored resources based on your profile (including the Smart Tax Shield Legacy Playbook and Roth Conversion Playbook)Take the free quiz here: https://form.typeform.com/to/jKGvC0CSLeonardiFamilyWealthcare.comTimestamps: 00:00 – Introduction to the Smart Retirement Strategy Quiz 01:30 – The Four Key Questions 04:20 – The Two Bites Problem 06:10 – Three Sample Profiles09:30 – What You’ll Get + Tailored Resources 11:45 – Next Steps & Smart Retirement Model Offer#SmartRetirement #RetirementQuiz #RetirementPlanning #LiveOnVsLeaveOn#TaxStrategy