A Smarter Way to Retire The Podcast Because there IS a Smarter Way to Retire
Welcome to the official home of A Smarter Way to Retire — the weekly podcast that turns complex financial topics into clear, actionable steps you can use today.
Hosted by Tony Leonardi, CFP® in Newtown, Connecticut, each episode dives deep into the strategies that help families across Connecticut and nationwide keep more of what they’ve earned, pay less in unnecessary taxes, and retire with real confidence.
You’ll hear:
- Real client stories (names changed, of course)
- The latest on Roth conversions, RMDs, QCDs, Medicare IRMAA cliffs, and tax-efficient legacy planning
- Practical moves you can make right now — whether you’re 5 years or 25 years from retirement
- Occasional guests: CPAs, estate attorneys, and other specialists
New full episodes drop every Friday. Short, powerful clips are posted daily on YouTube, Instagram, and LinkedIn so you can learn in the time you have.
Subscribe on your favorite platform so you never miss an episode:
- Apple Products
- Spotify
- YouTube
Ready to see how these ideas apply to your exact numbers? Take the free 2-minute retirement readiness quiz and get Tony’s book instantly: → LeonardiFamilyWealthcare.com/quiz
Or book a complimentary 15-minute review (clients in all 50 states welcome): → 15 Minute Check In
Plan smarter. Retire happier. Because there IS a Smarter Way to Retire.
LeonardiFamilyWealthcare.com
