EPISODE · Dec 5, 2025 · 21 MIN
Your 401(k)/IRA = BEST place to save, WORST place to retire or die
from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi
Your 401(k)/IRA = BEST place to save, WORST place to retire or die.Discover why half your lifetime withdrawals could go to taxes + Medicare surcharges, and the exact 5-move playbook we use to cut that bill dramatically.Real client stories + the 3-bucket framework that changes everything. Because there IS a Smarter Way to Retire.Why Your 401(k) and IRA Are the BEST Place to Save… and the WORST Place to Retire or DieMost retirees are shocked to learn that roughly 50¢ of every dollar that leaves their retirement accounts over the next 30+ years could go to federal taxes and Medicare surcharges — unless they act.In this episode Tony Leonardi, CFP® reveals: • The $2.4 million client story that exposes the hidden tax trap • Why the IRS becomes your silent partner in retirement • The simple 3-bucket framework that can save hundreds ofthousands (or more) • The exact 5-move playbook being used right now withfamilies nationwideTimestamps 00:00 – The shocking truth about your retirement accounts02:10 – Mike & Linda’s $2.4M wake-up call 07:40 – The 3-Bucket Framework explained 12:20 – The 5-Move Playbook in action 17:30 – John & Susan’s real results after 5 yearsTake the free 2-minute quiz + get Tony’s book: https://www.leonardifamilywealthcare.com/quizBook a complimentary 15-minute review: https://calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answersBecause there IS a Smarter Way to Retire.
What this episode covers
Your 401(k)/IRA = BEST place to save, WORST place to retire or die.Discover why half your lifetime withdrawals could go to taxes + Medicare surcharges, and the exact 5-move playbook we use to cut that bill dramatically.Real client stories + the 3-bucket framework that changes everything. Because there IS a Smarter Way to Retire.Why Your 401(k) and IRA Are the BEST Place to Save… and the WORST Place to Retire or DieMost retirees are shocked to learn that roughly 50¢ of every dollar that leaves their retirement accounts over the next 30+ years could go to federal taxes and Medicare surcharges — unless they act.In this episode Tony Leonardi, CFP® reveals: • The $2.4 million client story that exposes the hidden tax trap • Why the IRS becomes your silent partner in retirement • The simple 3-bucket framework that can save hundreds ofthousands (or more) • The exact 5-move playbook being used right now withfamilies nationwideTimestamps 00:00 – The shocking truth about your retirement accounts02:10 – Mike & Linda’s $2.4M wake-up call 07:40 – The 3-Bucket Framework explained 12:20 – The 5-Move Playbook in action 17:30 – John & Susan’s real results after 5 yearsTake the free 2-minute quiz + get Tony’s book: https://www.leonardifamilywealthcare.com/quizBook a complimentary 15-minute review: https://calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answersBecause there IS a Smarter Way to Retire.
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Your 401(k)/IRA = BEST place to save, WORST place to retire or die
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