A Smarter Way To Retire

Retirement Income Streams: Diversifying Beyond Savings


Listen Later

Join Tony Leonardi, CFP® from Newtown, Connecticut, on A Smarter Way to Retire for an episode recorded June 18, 2025. Amid last week’s market dips from Middle East tensions and oil price surges, Tony reveals how to secure retirement beyond savings. Explore timing Social Security for your health and needs, choosing pension payouts (single-life, joint, or maximization with life insurance), and diversifying with dividends, annuities, and active income like consulting. Learn how strength training cuts $2,500 in healthcare costs yearly.

Key Points:

• Tailor Social Security timing to your lifespan.

• Optimize pensions with strategic options.

• Balance investments and stay active.

Listen on:

• Spotify

• Apple Podcasts

• YouTube

Visit LeonardiFamilyWealthcare.com or download the 2025 Retirement Reset Checklist for a Probability of Success meter. Subscribe and review to join this journey!

...more
View all episodesView all episodes
Download on the App Store

A Smarter Way To RetireBy Anthony Leonardi