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Josh Leonard on Muck Rack

Josh Leonard

Wexford
As seen in: MSN, MSN UK, Nature, Nasdaq, Kiplinger, Kiplinger Tax Letter, EIN Presswire, The Network Journal, California Health Report, Construction Executive and
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Articles

How Investors Stay Disciplined When Markets Turn Volatile

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By Josh Leonard
| Advisorpedia's The Week Ahead Podcast, Powered by Tematica Research
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 discipline during volatile markets. They break down a bucket-based investment approach, the importance of long-term thinking, and why reacting to headlines can hurt outcomes.
Open in Who Shared Issue with article?

Tax Return Clues That Could Shape Your Retirement Income for Years

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By Josh Leonard
| Advisorpedia
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 episode, Josh Leonard explains how a closer look at your tax return can uncover planning opportunities before they grow into larger retirement issues.
Open in Who Shared Issue with article?

One More Year at Work: Smart Financial Move or Costly Retirement Mistake?

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By Josh Leonard
| Advisorpedia's The Week Ahead Podcast, Powered by Tematica Research
What if “just one more year” at work costs you more than it gives you? In this episode, Josh Leonard challenges one of the most common retirement assumptions, the idea that working one more year is always the safer choice. While extra income can feel reassuring, delaying retirement can quietly take time, health, energy, and meaningful experiences you may never get back.
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