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Morgan & Michele

Morgan & Michele

By: Michele Stewart Morgan Patrick
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About this listen

The Morgan & Michele Show brings real conversations about retirement, financial planning, and the life decisions that come with building a secure future. Each episode, Morgan and Michele break down important money topics in a clear, approachable way — from retirement income and tax strategy to market volatility, legacy planning, and protecting what matters most. With a balance of practical guidance and down-to-earth perspective, the show is designed to help pre-retirees and retirees make informed decisions with more clarity and confidence. This aligns with how Capital Financial positions its shows: practical strategies, fresh perspectives, and retirement-focused education for listeners navigating today’s financial landscape.
Episodes
  • Designing a Purposeful Retirement: The 5 Pillars You Need

    Designing a Purposeful Retirement: The 5 Pillars You Need
    May 2 2026

    Join Michele Stewart and Morgan Patrick as they explore the essential elements of retirement planning, emphasizing purpose, structure, and strategic financial management. Discover how to design a retirement that is not only financially secure but also meaningful and aligned with your life goals.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
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    43 mins
  • Mastering Retirement: Strategies for Wealth Transfer and Joy

    Mastering Retirement: Strategies for Wealth Transfer and Joy
    Apr 25 2026

    This episode features Michelle Stewart, a wealth strategist, discussing the five pillars of retirement planning, the importance of structure, and strategies for wealth transfer and family legacy. Listeners will learn how to create a secure, joyful retirement and the significance of proactive planning.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
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    42 mins
  • Are You Really Ready for Retirement?

    Are You Really Ready for Retirement?
    Apr 16 2026

    What should you be paying attention to right now when it comes to retirement and financial planning?

    In this episode, Morgan and Michele cover key planning ideas, common concerns, and real-world considerations that can help you feel more prepared for what’s ahead. It’s a straightforward conversation built for people who want clarity, not jargon.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    43 mins
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