Relax, It’s Retirement Podcast

Seven Steps to Successful Retirement (Ep. 36)

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Is your retirement plan set for a successful future? When was the last time you reviewed your plan and ensured it has been adapted for any life-changing events?

Discover the seven key steps for achieving a fulfilling retirement with Josh Leonard. He touches on everything from crafting a budget and merging accounts to making savvy choices regarding health insurance and maximizing entitlements.

Josh discusses: 

  • What is the first step in building a successful retirement plan
  • When should you start tax planning for retirement
  • Why is understanding Social Security important for retirement
  • How do you approach legacy planning
  • 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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