All Episodes
A Smarter Way To Retire with Tony Leonardi, CFP® — 71 episodes
The Smart Retirement Strategy Quiz – Which of the 18 Profiles Are You?
Trump Accounts for Kids: Everything Parents & Grandparents Need to Know in 2026
Charitable Lead Trusts: Reduce Estate Taxes While Supporting Charity
Charitable Remainder Trusts: Tax-Efficient Strategy for Appreciated Assets
Why Leave On Assets (Especially IRAs) Are So Tax-Inefficient – And Four Smarter Ways to Fix It
How to Minimize Taxes on Your Live On Assets in Retirement
Live On vs Leave On Assets: The Most Important Distinction in Retirement Planning
Smart Retirement Tax Planning: Pay Tax Once, Not Twice (2026)
Retirement Income Solutions 2026: How to Turn Your Savings Into Income You Can’t Outlive
The 401(k) Tax Trap: Why Maxing Your 401k Can Backfire in Retirement
Taxes and Roth Conversions 2026: 5 Strategies to Minimize Taxes in Retirement
Longevity 2.0: – Don’t Outlive Your Money
Sequence of Returns Risk: Protect Your Retirement from Early Market Dips
RMD Traps in 2026: Proactive Planning to Slash Taxes & Preserve Your Legacy
Ep 58 | Roth Conversions 2026: Strategic Tax Savings Deep Dive
The Power of Financial Modeling for Smarter Retirement
1st Anniversary: Why Financial Models Are Essential for Retirement Strategies
Hearing Health & Retirement: The Health-Wealth Connection with Audiologist Dr. Lori Aleks
Ep 53 | 5 Biggest Tax Updates for 2025 Filing in 2026
Generational Wealth Transfer: Protect Your Legacy From Tax Traps
Build a Smarter Portfolio in 5 Steps: Modern Portfolio Theory & The Efficient Frontier
Optimal Portfolio Allocation: How Monte Carlo Finds Your Retirement Sweet Spot
Ep 49 | Monte Carlo Simulations: Your Retirement’s Most Important Number
2025 Year in Review – Wins, Surprises, and What's Next in 2026
Last-Chance 2025 Moves: 5 Things to Do Before December 31
The Silent Retirement Killer That Can Wipe Out $1.8 Million (Sequence of Returns Risk Explained)
Your 401(k)/IRA = BEST place to save, WORST place to retire or die
6 RMD Strategies That Save My Clients $100k+ (You’ll Wish You Knew #5 Sooner)
Required Minimum Distributions: The Fundamentals Every Retiree Must Know
Roth Conversions Deep Dive: The Complete Guide
Year-End Tax Planning: 5 Strategies Before December 31st
Required Minimum Distributions: The Halloween Special
The Art of Diversification: Why Your S&P 500 Fund Might Not Be Enough
Legacy Planning: Pass Wealth Tax-Efficiently
Healthcare Planning for a Long Retirement | Tony Leonardi, CFP®
Tax-Efficient Retirement: Save More with Roth & Gifting | Tony Leonardi, CFP®
Alternative Investments: Diversify Smart for a Confident Retirement
Longevity Planning: Retire to 100+ with Confidence | Tony Leonardi, CFP®
AI in Financial Planning: Boost Your Retirement Success
The Great Wealth Transfer: Plan Your Legacy | A Smarter Way to Retire Ep. 32
Tax Planning for Retirees
New Schedule! Social Security Optimization & Market Update
CPI Report, Apple’s AI, Tariffs, and Retirement Planning
Birth Rates, AI, Trade Deals, and Your Retirement Plan
U.S.-EU Trade Deal: Boost Your Retirement in 2025
2025 Markets: Tax Cuts, Tech, and Tariffs Shape Your Retirement
Tax Cuts & Market Moves: Boost Your Retirement in 2025
One Big Beautiful Bill Act Episode
Financial Independence: Your 4th of July Retirement Goal
The Critical Need for a Retirement Financial Plan
Retirement Income Streams: Diversifying Beyond Savings
The 5 Biggest Retirement Planning Mistakes and How to Avoid Them
Health and Wealth in Retirement with Philip Pape
Post-Memorial Day Check-In: Summer Goals & Market Update
🌳 Honoring Memorial Day Amid Economic Shifts
Navigating Market Volatility with Hopeful Signs
5 Tax Tips for 2025
10 Steps to a Confident Retirement: Your 2025 Recap
Step 10: Making Adjustments and Improvements
The Wild History of Federal Income Tax
Are Tariffs the Right Move for America’s Economy?
📊 Episode 10: Measure Your Probability of Success – Step 9 in Your Retirement Plan 🎙️
Step 8 – Analyze Your Current Investments | A Smarter Way to Retire
Episode 8: Understanding Risk Tolerance – Finding the Right Balance for Your Portfolio
Episode 7: Understanding Your Retirement Income Sources
Episode 6 - Setting Your Goals for Retirement
Episode 5 - Determine Your Retirement Timeframe
Episode 4: Retirement Expectations and Concerns
Episode 3 - Build Your Financial Model
Episode 2 - Getting Organized!
Introduction: A Smarter Way to Retire