Relax, It’s Retirement Podcast

Can I Retire This Year? (Ep. 93)


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Market swings, inflation, and shifting headlines can make retiring this year feel uncertain.

But with the right plan, you don’t need to delay your goals — even in a tough market. Are you prepared financially and mentally for what comes next?

In this episode, Josh Leonard shares how to build a flexible retirement strategy that can weather short-term challenges while aligning with your values and lifestyle. He covers tax-efficient tactics, managing income, and finding purpose beyond work.

Josh discusses:

  • How the three-bucket system helps reduce stress about timing your retirement
  • Why proper planning should account for market downturns before they happen
  • The benefits of tax strategies like Roth conversions during lower market years
  • How to prepare mentally and emotionally for the shift from saving to spending
  • Why retirement should be built around purpose, not just portfolios
  • And more!
  • Resources:

    • Schedule a meeting with the team
    • Check out our latest Visual Insights Newsletter, “Ready for the Future?” with 5 Key Retirement Questions
    • Connect with Josh Leonard: 

      • LinkedIn: Josh Leonard
      • Leonard Advisory Group
      • 412-998-PLAN
      • YouTube: Leonard Advisory Group
      • Facebook: Leonard Advisory Group
      • ...more
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        Relax, It’s Retirement PodcastBy Josh Leonard

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