All Episodes

The Retirement Stress Test: What Breaks First in Your Plan? (Ep. 109)

Staying Invested Through Market Noise with Dominic Pappalardo (Ep. 108)

Spring Tax Cleaning: 3 Hidden Opportunities in Last Year’s Return (Ep. 107)

Don’t Let “One More Year” Steal Your Retirement (Ep. 106)

From Success to Strategy: Planning With Intent for High Earners (Ep. 105)

Setting SMART Goals: From New Year’s Resolutions to Real Retirement Readiness (Ep. 104)

How a 60-Mile Mountain Bike Race Reinforced the Power of Intentional Living (Ep. 103)

When Should High-Net-Worth Retirees Take Social Security? (Ep. 102)

Taxes, Timing, and the End of the Year: What You Can Still Control (Ep. 101)

Episode 100 – A Legacy of Intent (Ep. 100)

Turning High Income Into Lasting Wealth (Ep. 99)

6 Tax-Smart Takeaways from the One Big Beautiful Bill Act (Ep. 98)

Bikes, Voices & Victories: Changing Lives with Variety’s Tom Baker (Ep. 97)

Retire with Intent: The True Intent Planning System™ Explained (Ep. 96)

How Recent Retirement Laws May Affect Your Future (Ep. 95)

Pine Valley Camp: Building Futures, One Child at a Time (Ep. 94)

Can I Retire This Year? (Ep. 93)

Should You Buy, Lease, or Hold? Car Buying Decisions in Retirement (Ep. 92)

Retirement Resilience: How to Protect Your Plan in a Volatile Market (Ep. 91)

Spring Clean Your Finances: 5 Essential Tips for a Fresh Start (Ep. 90)

Avoiding the Good Saver Tax Problem with Proactive Planning (Ep. 89)

Unpacking Social Security Changes (Ep. 88)

Planning Ahead for Retirement (Ep. 87)

Conquering Retirement Fears with Confidence (Ep. 86)

The Diversification Dilemma: Are Your Investments Really Safe? (Ep. 85)

Mastering the Tax Triangle (Ep. 84)

The Five Worlds of Money in Retirement (Ep. 83)

Setting Goals for a Purposeful Retirement (Ep. 82)

Making the Most of Holiday Giving in Retirement (Ep. 81)

What Kills a Bull Market? Factors that Could Trigger the Next Recession (Ep. 80)

The Best Moments: Top Retirement Insights from The Relax, It’s Retirement Podcast! (Ep. 79)

Know What You Owe: Essentials for a Secure Retirement (Ep. 78)

5 Key Tax Opportunities to Capture Before Year-End! (Ep. 77)

How to Safeguard Your Identity in Retirement (Ep. 76)

Managing Job Loss on the Path to Retirement (Ep. 75)

Financial Planning Strategies to Avoid Costly Mistakes (Ep. 74)

Maximizing Charitable Giving in Retirement (Ep. 73)

Key Strategies to Maximize Your Medicare Benefits (Ep. 72)

Market Shifts: How to Stay Informed and Prepared (Ep. 71)

Overcoming Retirement Fears During Election Season (Ep. 70)

Capital Loss Harvesting vs. Capital Gain Harvesting: What’s Right for Your Retirement? (Ep. 69)

Putting Time on Your Side in Retirement (Ep. 68)

6 Ways to Travel on a Budget in Retirement (Ep. 67)

Overcoming Obstacles With Grit, Endurance & Family Support (Ep. 66)

Planning for an Early and Intentional Retirement (Ep. 65)

Estate Planning Essentials (Ep. 64)

How to Choose the Best State for Your Retirement (Ep. 63)

Navigating RMD Changes for Your Retirement Plan (Ep. 62)

Healthcare Costs in Retirement: Strategies to Manage Your Expenses (Ep. 61)

Breaking Financial Rules (Ep. 60)

Longevity in Retirement: Planning for the Long Haul (Ep. 59)

From Farm Life to Financial Freedom: A Retirement Story with Chuck Glenz (Ep. 58)

Connecting Community and Retirement Through Art with Tami Fauver (Ep. 57)

FOMO in Retirement Planning, Explained (Ep. 56)

Retirement Planning: Preparation, Adaptability & Doing Hard Things (Ep. 55)

How to Save for Retirement 101 (Ep. 54)

Is Social Media Misleading You on Finance? (Ep. 53)

Are You Ready to Retire? (Ep. 52)

Decoding Life Insurance for Retirees: Is It Essential? (Ep. 51)

Mastering Financial Literacy in Your Golden Years: Part 2 (Ep. 50)

Building a Legacy Through Smart Retirement and Giving Strategies with Jack Miller (Ep. 49)

Mastering Financial Literacy in Your Golden Years (Ep. 48)

Making an Impact with Donor-Advised Funds ft. Daffy.org CEO Adam Nash (Ep. 47)

Maximize Your Retirement: 3 Reasons to Consider Roth Conversions (Ep. 46)

Juggling Retirement & College Debt with Dan Cieniewicz (Ep. 45)

Navigating Financial Storms: Lessons from Market Meltdowns (Ep. 44)

Empowering Women in Retirement: The Legacy of Barbara Hillary (Ep. 43)

Are Behavioral Biases Affecting Your Retirement Planning & Investment Decisions? (Ep. 42)

Retirement Success Through Discipline and Goal-Setting with Pete Belcastro, CFP® (Ep. 41)

Don’t Let Taxes Crash Your Party – How to Maximize Your Tax Savings with Pete Belcastro, CFP® (Ep. 40)

Navigating Life’s Twists and Turns: A Candid Conversation with Yana Leonard | Family, Finance, and More (Ep. 39)

Navigating Post-Employment 401(k) Options (Ep. 38)

The Three-Bucket Strategy for Retirement Planning with Pete Belcastro (Ep. 37)

Seven Steps to Successful Retirement (Ep. 36)

Building Memorable Culture Moments at Work with Eric Leathem (Ep. 35)

Managing the Unpredictability in Market Predictions for Investment Planning with Pete Belcastro, CFP® (Ep. 34)

Refine Your Financial Goals for Retirement with Lists (Ep. 33)

Achieving and Setting Goals with Pete Belcastro, CFP® (Ep. 32)

How to Stay Safe and Have Fun Doing It with Angela Ferrante and Sam Rosenberg (Ep. 31)

AI’s Impact on Information Retrieval and Career Futures with Michael Laughlin (Ep. 30)

Is Your End-of-Year Financial Checklist Ready? (Ep. 29)

How Can You Protect Yourself from Identity Theft and Fraud in Retirement? with Pete Belcastro, CFP® (Ep. 28)

Meet the Newest Member of Our Team: Pete Belcastro, CFP® (Ep. 27)

Can You Harvest the “Fruit” of Volatility? (Ep. 26)

Empowering Families in Need: The Story of Christopher’s Kitchen (Ep. 25)

How to Choose the Best Place to Retire (Ep. 24)

How Can You Prepare for the Rising Cost of College? with Dan Cieniewicz (Ep. 23)

Practical Tips for Traveling (Ep. 22)

Are You Thinking About Un-Retiring? (Ep. 21)

Overcoming Challenges and Achieving Goals (Ep. 20)

5 Reasons to Ignore the Market When You Retire (Ep. 19)

Important Life Lessons Learned: Father’s Day Edition With Bill Leonard (Ep. 18)

Transitioning into Retirement with Jerome Myers (Ep. 17)

Money Meets Machine: The Impact of AI in Financial Services (Ep. 16)

Protecting Yourself from a Bank Collapse: Silicon Valley Case (Ep. 15)

Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)

Your Recession Survival Guide (Ep. 13)

Income Planning: When The Paychecks Stop (Ep. 12)

Secure Act 2.0: What does it mean for you? (Ep. 11)

Let’s Talk About Risk (Ep. 10)

Goal Setting for the New Year (And How to Stay Accountable) (Ep. 9)

Gifts of Financial Wisdom for Your Grandkids (Ep. 8)

5 Hidden Year-End Tax Saving Strategies (Ep. 7)

Leaving a Legacy Through Audio Memoirs with Daniel Powell (Ep. 6)

Client Retirement Story: Cycling Across the USA with Al Miller (Ep. 5)

Tricks and Treats for Retirement This Halloween Season (Ep. 4)

Meet the Dream Team at Leonard Advisory Group with Bill Leonard, Angela Ferrante and Desiree Hoosac (Ep. 3)

Retiring With Intent (Ep. 2)

A Father & Son Legacy: Meet the Leonards (Ep. 1)

Coming Soon!