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Description

Join Tony Leonardi, CFP® from Newtown, Connecticut, on A Smarter Way to Retire for an episode recorded July 04, 2025. Celebrate America’s 249th with insights on financial independence amidst a Fed rate cut hint (20% Julychance), oil dropping to $68.9-$70, and S&P 500 highs. Learn how a plan counters PCE (0.1% rise), jobless claims, and the 2025 TCJA sunset, while boosting health.

Key Takeaways:

-Plan for independence amid market shifts.

-Optimize taxes before the 2026 rate hike.

-Stay active to enhance financial freedom.

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Visit LeonardiFamilyWealthcare.com or download the 2025Retirement Reset Checklist for a Probability of Retirement Success meter. Subscribe and review to join this journey.