Episodes

  • Make Your Money Work for You - May 31, 2025

    Make Your Money Work for You - May 31, 2025
    Jun 2 2025
    It’s not what you make, it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some people tell you ‘it’s less about the number of dollars you’ve saved and more about strategies you use with your savings.’

    For more information on retirement planning, visit capitalwealth.com!
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    54 mins
  • Active vs. Passive Investing - May 25, 2025

    Active vs. Passive Investing - May 25, 2025
    May 26 2025
    In the world of investments, two approaches often dominate the conversation: active and passive investing. It's like choosing between a sports car that requires skilled handling or an SUV designed for a smoother, more predictable ride. While money has been flowing increasingly toward passive approaches in recent years, the question remains—which strategy is right for your retirement journey?

    For more information on retirement planning, visit capitalwealth.com!
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    54 mins
  • Retirement Income Blueprint - May 17, 2025

    Retirement Income Blueprint - May 17, 2025
    May 19 2025
    Many of us spend decades preparing for retirement, diligently saving in our 401(k)s and watching our account balances grow. But as retirement approaches, a significant challenge emerges—how do you actually transform those savings into reliable monthly income? It's a shift from earning a paycheck to creating your own "retirement paycheck" that needs to last a lifetime.

    For more information on retirement planning, visit capitalwealth.com!
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    54 mins
  • Creating a Lasting Legacy - May 10, 2025

    Creating a Lasting Legacy - May 10, 2025
    May 12 2025
    It’s easy to make assumptions about what goes into a legacy plan, but Mike will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.

    For more information on retirement planning, visit capitalwealth.com!
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    54 mins
  • Planning for Large IRAs - May 3, 2025

    Planning for Large IRAs - May 3, 2025
    May 5 2025
    If you have money in a tax deferred retirement account like a 401k or an IRA, you may want to be aware of new retirement planning rules. The Secure Act and Secure Act 2.0 could have an even bigger impact on people who have saved $250,000 or more.

    For more information on retirement planning, visit capitalwealth.com!
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    54 mins
  • Preserving Your Retirement from Taxes - April 26, 2025

    Preserving Your Retirement from Taxes - April 26, 2025
    Apr 28 2025
    We know the tax code isn’t set in stone and it can change from one presidential administration to the next. How important is it to take advantage of current tax planning opportunities before there are changes in tax policy?

    For more information on retirement planning, visit capitalwealth.com!
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    54 mins
  • Making Your Retirement Money Last - April 19, 2025

    Making Your Retirement Money Last - April 19, 2025
    Apr 21 2025
    Gone are the days when retirees could rely heavily on substantial external support—like Social Security and robust corporate pension plans. Today, not only are pensions a fading memory, but the reliability of Social Security benefits is also increasingly uncertain, placing the burden of securing a financially stable retirement more firmly on individuals.

    For more information on retirement planning, visit capitalwealth.com!
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    54 mins
  • Creating Dependable Retirement Income - April 12, 2025

    Creating Dependable Retirement Income - April 12, 2025
    Apr 14 2025
    Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster.

    For more information on retirement planning, visit capitalwealth.com!
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    54 mins