Spring Tax Cleaning: 3 Hidden Opportunities in Last Year’s Return (Ep. 107)
A tax return can reveal more than what happened last year; it can point to choices that may help reduce friction and improve retirement income over time.
What hidden issues could be sitting in your paperwork, and what small moves today could help you avoid bigger tax headaches later?
In this epis…
Staying Invested Through Market Noise with Dominic Pappalardo (Ep. 108)
Markets move fast, headlines move faster, and emotions often follow.
So how do you stay grounded when uncertainty feels constant and every decision seems urgent?
In this episode, Josh Leonard speaks with Dominic Pappalardo, Chief Wealth Strategist at Morningstar Wealth, about maintaining discipli…
The Retirement Stress Test: What Breaks First in Your Plan? (Ep. 109)
Most people don’t have a bad retirement plan; they just haven’t tested it yet.
In this episode, Josh Leonard walks through what it really means to pressure-test your retirement plan before you step away from work. Using a real client story, he breaks down how a plan that looks solid on paper can s…
5 Problems With Mutual Funds in Retirement (Ep. 110)
Owning multiple mutual funds doesn’t mean you have a diversified retirement plan, and for many retirees, it can create surprises they never saw coming.
In this episode, Josh Leonard sits down with Leonard Advisory Group CFP® Peter Belcastro to unpack the five common problems they see with mutual f…
Grafted Together Ep 57: Equipping for the Journey (Spiritual Formation Network Wrap-up)
Douglas Campbell, Senior Coordinator with the ACSI Ministry Team, hosts this edition of the Grafted Together Podcast alongside three members of the ACSI Spiritual Formation Network, Josh Leonard, Mark Wickersham, and Lilly Wooten.
Guest bios:
Mark Wickersham is in his 10th year at Evansville Chri…
Grafted Together Ep 67: Abiding with Christ in the New School Year, with Josh Leonard
Guest host Josh Leonard shares insights from Jesus' teaching about a fruit-bearing tree to encourage Christian educators to abide in Christ. How can we recognize both the presence and the work of our creator the entire day?
This episode is part of a series of episodes hosted by core members of ACS…
5 Retirement Planning Questions to Ask Before Summer Spending (Ep. 111)
Summer often brings vacations, family activities, and unexpected expenses, making it easy to lose sight of financial goals.
Taking a few proactive steps before spending ramps up can help you avoid unnecessary taxes, overlooked opportunities, and preventable financial headaches.
In this episode, …
ROSS HODGE ISN'T PLAYING AROUND... WVU Scouting ELITE 5-STARS!
Ross Hodge and the West Virginia coaching staff are wasting no time on the recruiting trail.
During the latest live recruiting period, WVU was in attendance evaluating some of the nation's most coveted prospects, including Yann Kamagate, Darius Wabbington, Josh Leonard, and Josh Lowery. These are …
How Grandparents Can Support Family Without Hurting Their Retirement with Yana Leonard (Ep. 112)
Helping your children and grandchildren can become one of the most meaningful parts of retirement, but how much time, money, and energy can you comfortably give?
In this episode, Josh Leonard and Yana Leonard, Chief Risk and Operations Officer at Leonard Advisory Group, explore how grandparents ar…
Mental Health in Construction: Breaking the Stigma with Mike Scalamogna (Ep. 113)
Mental health struggles can be difficult to recognize and even harder to talk about, especially in environments where people feel pressure to stay tough and keep their emotions private.
In this episode, Josh Leonard talks with Mike Scalamogna, Manager, SD Digital at Schneider Downs and CFMA Wester…
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