Relax, It’s Retirement Podcast

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

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Big goals often feel exciting at the start, but how many actually make it past February? What separates the intentions that fade from the habits that last?

In this episode, Josh Leonard breaks down the SMART goal framework and shares his personal goals for the year, from conquering Pittsburgh’s Dirty Dozen bike race to building non-negotiable daily habits. He explains how this same intentional approach applies to retirement planning and why clarity creates confidence when preparing for your next chapter.

Key points:

  • How the SMART framework turns vague resolutions into achievable goals with clear benchmarks and timelines
  • Josh’s three major goals for the year and the specific training, habits, and preparation each requires
  • Why knowing your monthly expenses is the first step in any meaningful retirement plan
  • How hobbies and projects in retirement create purpose beyond simply not working anymore
  • The importance of aiming high and tracking progress, even when life gets in the way
  • And more!

    • Resources:

    • Schedule a meeting with the team

      • Connect with Josh Leonard: 

      • [email protected]
      • 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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