Hosted by Anthony Leonardi · 🇺🇸 US · EN-US · 73 episodes
Established thought leaders with verified media credentials.
A Smarter Way to Retire is your guide to building a confident financial future. Hosted by Tony Leonardi, CFP® this podcast breaks down the key steps to retirement planning in a clear, actionable way. Whether you’re approaching retirement or already there, you’ll get expert insights on financial modeling, wealth preservation, and making informed decisions for your future. Tune in for practical advice, thoughtful discussions, and a smarter way to retire.See website for full disclosures:www.LeonardiFamilyWealthcare.com
Anthony Leonardi hosts A Smarter Way To Retire with Tony Leonardi, CFP®, a business show with 73 episodes published.
If you have $1.5 million or more in retirement accounts — and you don’t actually need all of it to live on comfortably — this episode is for you. In this video, Tony Leonardi, CFP®, reveals the hidden problem that affect
Most retirement advice is too generic. That’s why I created the Smart Retirement Strategy Quiz — it identifies which of the 18 unique retiree profiles best matches your situation. In this episode, Tony Leonardi, CFP® exp
New in 2026 — Trump Accounts (Section 530A) give families apowerful way to save for children and grandchildren with tax-deferred growth and a $1,000 government seed contribution. In this episode, Tony Leonardi, CFP® brea
If you have a large estate and want to support causes you care about while potentially reducing taxes for your children, a Charitable Lead Trust (CLT) may be worth exploring. In this episode, Tony Leonardi, CFP®, breaks
Tony Leonardi, CFP®, breaks down Charitable Remainder Trusts (CRTs) — an advanced planning strategy that may help individuals with appreciated assets potentially reduce capital gains taxes, generate lifetime income, and
If you don’t need your IRA for living expenses, it canbecome one of the most tax-inefficient assets to leave your children. The IRS often takes two bites at the same dollars — once during your lifetime and again when you
Most retirees never separate their Live On assets (moneythey’ll spend) from their Leave On assets (money for heirs). This one mistake often leads to higher taxes, unnecessary risk, and a smaller legacy. In this episode I
Last week we talked about paying tax once instead of twice.This week we go deeper: the critical difference between **Live On assets**(money you’ll spend) and **Leave On assets** (money for your heirs). Most people treat
Many retirees don’t need their RMD income, yet face double taxation — once during their lifetime and again when heirs inherit the account. In this episode, Tony Leonardi introduces the Smart Retirement Tax Shield and Sma
How do you turn your savings into reliable retirement incomethat lasts as long as you do? Tony Leonardi, CFP® breaks down the best retirement income solutions for 2026 — including the bucket approach, protected income la
Maxing your 401(k) sounds smart — until the tax torpedo hitsin retirement. Tony Leonardi, CFP® explains the three tax buckets, how Social Security taxation creates hidden spikes, and why balanced retirement income planni
Early April 2026 webinar recap: Tony Leonardi, CFP® shares 5powerful tax strategies — asset location, tax-efficient withdrawals, QCDs, Roth conversions, and tax-loss harvesting — to help you lower your tax bill and prote
Living to 95 or 100 is more common than ever, but healthcarecosts can reach $315k+. Tony Leonardi, CFP® explains why old rules fail, howHSAs and annuities help, and how modeling boosts success rates. Timestamps: 00:00 –
Sequence of returns risk can cut your retirement successrate by 50% if markets dip early. Tony Leonardi, CFP® explains how to use AI modeling, income floors, and annuities for tax-efficient retirement andconfident income
RMDs in 2026 can quietly inflate taxes and erode yoursavings. Tony Leonardi, CFP® explains how to use QCDs, Roth conversions, and modeling to stay under IRMAA thresholds, reduce lifetime taxes by 20–30%, andpreserve more
Tony Leonardi on Roth conversions: Pay low now vs. highlater. Timing, modeling, examples for 20s–retirees. Personal— not for everyone! Free quiz + book: LeonardiFamilyWealthcare.com/quiz. Because there IS a Smarter Way t
Tony Leonardi kicks off Year 2 with a deep dive on financialmodeling—calculate success, optimize portfolios, Roths, Social Security & more. Avoid sub-optimal guesses; free model offer! Quiz + book:LeonardiFamilyWealthcar
Tony Leonardi, Certified Financial Planner professional celebrates 1 year on YouTube! Recap strategies(Roth conversions, portfolios, longevity) & why financial models areessential—success rates, tax savings, legacy. Upda
Tony Leonardi, CFP® interviews audiologist Dr. Lori Aleks onhow untreated hearing loss affects cognitive health, family communication, retirement quality, and costs. Learn prevention, testing, modern hearing aidtechnolog
Tony Leonardi, CFP® covers 5 key tax updates for 2025 (filed2026): inflation-driven bracket creep, Medicare IRMAA increases, RMD & 10-year rule, $15M estate exemption, crypto reporting. Proactive moves like Roth conversi
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A Smarter Way To Retire with Tony Leonardi, CFP® is hosted by Anthony Leonardi. The show is categorised under business (investing) and has published 73 episodes.
A Smarter Way To Retire with Tony Leonardi, CFP® has published 73 episodes.
A Smarter Way To Retire with Tony Leonardi, CFP® regularly covers business, investing. It sits in the business category, with a investing focus.
A Smarter Way To Retire with Tony Leonardi, CFP® is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of A Smarter Way To Retire with Tony Leonardi, CFP® average 14 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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