Markets are buzzing with optimism—stocks hit record highs last week, with the S&P 500 and Nasdaq climbing on hopes of Federal Reserve rate cuts, per Investopedia. But with core inflation at 3.1% and tariff tensions looming, per the Wall Street Journal, your retirement plan needs to stay dynamic to weather these shifts. That’s why I’m thrilled to announce a new format and schedule for A Smarter Way to Retire - 10 Steps Towards a Confident Financial Future, dropping every Friday morning starting August 22, 2025, to guide you toward a secure, confident retirement with actionable insights.
As a CFP® professional and author of A Smarter Way to Retire - 10 Steps Towards a Confident Financial Future, my mission is to help high-net-worth individuals nationwide build dynamic, flexible retirement plans using tools like MoneyGuidePro—not static snapshots or stock-chasing like a broker. Starting this Friday, August 22, the podcast will follow a rotating schedule of seven key topics, released weekly through year-end to give you a roadmap for a confident retirement. We’ll cover these topics every Friday, ensuring you get comprehensive, actionable advice. Here’s what you can expect.
The lineup begins with Social Security optimization, helping you maximize benefits as the trust fund faces a projected shortfall by 2035, per the Social Security Administration. Next, tax planning for retirees dives into strategies like Roth conversions to minimize your tax bill. The great wealth transfer follows, tackling how to plan your legacy as $84 trillion shifts to millennials by 2045, per Cerulli Associates. AI in financial planning comes next, exploring how technology enhances efficiency without replacing the human touch. Longevity planning addresses rising healthcare costs as more people live to 100. Alternative investments, like real estate or crypto, offer ways to diversify your portfolio. Finally, sustainable investing aligns your wealth with your values for a meaningful impact. Check the full schedule below and tune in every Friday on Spotify, Apple Podcasts, or YouTube to catch every episode.
This new format ensures you get practical advice to build a retirement plan with a high probability of success. Each episode will include a brief market update—like last week’s rally on rate cut hopes and tariff-driven volatility—to keep you informed without losing focus on long-term planning. My approach, rooted in A Smarter Way to Retire, uses MoneyGuidePro to create dynamic plans that adapt to market shifts, tax changes, and your personal goals, unlike brokers who obsess over individual stocks.
Want to know where your retirement stands today? I’m offering a free retirement assessment to help you understand your current probability of success. Here’s how it works. In phase one, we spend about an hour gathering your financial data—assets, income, expenses, and even your dreams, like traveling or leaving a legacy. I use this to build a personalized model in MoneyGuidePro, calculating your baseline probability of success at no cost. It’s just an hour of your time to gain clarity on where you stand. From there, you decide if you want a formal paid plan to address weaknesses—like optimizing Social Security or cutting taxes—to boost your success odds. I know sharing financial details can feel daunting, but as a CFP® professional, I’m committed to doing right by you, building trust every step. Book your free assessment at Calendly.com/anthony-leonardi-leonardifwc and grab our free 2025 Tax Planning Checklist at LeonardiFamilyWealthcare.com to start preparing.
Ready to plan smarter? Subscribe to A Smarter Way to Retire on Spotify, Apple Podcasts, or YouTube, and follow us on Instagram at TonyLeonardiCFP and Facebook at LeonardiFamilyWealthcare for weekly tips. This Friday, August 22, we’re diving into Social Security optimization—don’t miss it! Book your free assessment today and let’s build a confident financial future together.
Podcast Schedule (August 22–December 26, 2025)
August 22: Social Security Optimization
August 29: Tax Planning for Retirees
September 5: The Great Wealth Transfer
September 12: AI in Financial Planning
September 19: Longevity Planning
September 26: Alternative Investments
October 3: Sustainable and Impact Investing
October 10: Social Security Optimization
October 17: Tax Planning for Retirees
October 24: The Great Wealth Transfer
October 31: AI in Financial Planning
November 7: Longevity Planning
November 14: Alternative Investments
November 21: Sustainable and Impact Investing
November 28: Social Security Optimization
December 5: Tax Planning for Retirees
December 12: The Great Wealth Transfer
December 19: AI in Financial Planning
December 26: Longevity Planning