Josh Leonard
As President and Financial Advisor at Leonard Advisory Group, Josh is focused on developing an intentional vision with each client of an ideal retirement then providing guidance and solutions to help them meet that vision. Josh first dipped his toes into the Financial Services industry to help Bill out in his newly established business while in Middle School and High School. His initial roles included pro envelope licker and wearing Dad's old suits to help check in guests at public workshops. While attending Baldwin-Wallace University in Berea, Ohio he double majored in Finance and Political Science. Josh studied abroad at Hong Kong Baptist University, giving him insight into foreign markets and political structures. Josh became a licensed financial services professional as an intern at Northwestern Mutual in Cleveland. During his internship he had several discussions about the industry with Bill and eventually decided to join the Leonard Advisory Group in August of 2011. Learn more here .
Articles by Josh Leonard
- Money & Life
Tax Return Clues That Could Shape Your Retirement Income for Years
What hidden issues could be sitting in your paperwork, and what small moves today could help you avoid bigger tax headaches later?
- Retirement & Income Planning
One More Year at Work: Smart Financial Move or Costly Retirement Mistake?
Challenges one of the most common retirement assumptions, the idea that working one more year is always the safer choice.
- Retirement & Income Planning
When Success Complicates Your Finances Instead of Simplifying Them
Often brings more friction, not less, and why success can quietly add complexity to your financial life if it is not coordinated with intention.
- Money & Life
How To Use Social Security Timing To Cut Taxes, Reduce Risk, and Boost Lifetime Income
Small shifts in timing, taxes, and income strategy can influence how well your resources support the life you want to enjoy.
- Money & Life
The Year-End Retirement Checklist: RMDs, Roth Conversions, Medicare & More
Roth conversions and managing Medicare costs, Josh highlights how intentional planning today can lead to more confidence tomorrow.
- Money & Life
Pine Valley Camp: Building Futures, One Child at a Time
What if your golden years were not just for relaxation but a journey to uplift others while enriching your own life? #retire #giving
- Retirement & Income Planning
Should You Buy, Lease, or Hold? Car Buying Decisions in Retirement
Buying a car can be exciting, but it can also be financially confusing, especially as you enter retirement. #Retirement
- Retirement & Income Planning
Conquering Retirement Anxiety: Smart Steps for a Secure Future
Retirement is a time for celebration, but it often brings up important concerns about money, health, and purpose. #NCRetirementCenter