Sign up to save your podcasts
Or
Share The Critical Need for a Retirement Financial Plan
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Critical Need for a Retirement Financial Plan
The Critical Need for a Retirement Financial Plan
Join Tony Leonardi, CFP® from Newtown, Connecticut, on A Smarter Way to Retire for an episode recorded June 25, 2025.
As summer heats up, discover why the number one retirement mistake—retiring without a plan—can lead tooverspending, underspending, risky investments, or missed tax savings.
With the Fed holding rates steady despite 2.7% inflation and oil prices swinging ($85-$90) due to Iran-Israel tensions, Tony explains how a financial model safeguards your future.
Learn to stress-test your plan and reduce financialstress linked to faster aging.
Key Takeaways:
Avoid overspending or underspending with a roadmap.
Balance risk and seize tax savings with planning.
Review annually amid economic shifts.
Listen on:
Spotify
Apple Podcasts
YouTube
Visit LeonardiFamilyWealthcare.com or download the 2025Retirement Reset Checklist for a Probability of Retirement Success meter. Subscribe and review tosupport this journey!
View all episodes
The Critical Need for a Retirement Financial Plan
Join Tony Leonardi, CFP® from Newtown, Connecticut, on A Smarter Way to Retire for an episode recorded June 25, 2025.
As summer heats up, discover why the number one retirement mistake—retiring without a plan—can lead tooverspending, underspending, risky investments, or missed tax savings.
With the Fed holding rates steady despite 2.7% inflation and oil prices swinging ($85-$90) due to Iran-Israel tensions, Tony explains how a financial model safeguards your future.
Learn to stress-test your plan and reduce financialstress linked to faster aging.
Key Takeaways:
Avoid overspending or underspending with a roadmap.
Balance risk and seize tax savings with planning.
Review annually amid economic shifts.
Listen on:
Spotify
Apple Podcasts
YouTube
Visit LeonardiFamilyWealthcare.com or download the 2025Retirement Reset Checklist for a Probability of Retirement Success meter. Subscribe and review tosupport this journey!