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Capitalist Investor

Capitalist Investor

By: Strategic Wealth Partners
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About this listen

Check out the "Capitalist Investor" podcast where hosts Derek, Luke and Tony break down complex financial topics and recent market trends with a sharp eye. This podcast is all about getting into the nitty-gritty of things like stock buybacks, tax policies, meme stocks, and a whole lot more. The guys aren’t just brains; they keep things light with a great mix of deep dives and easy banter that keeps you hooked and learning. Whether they’re chatting about Warren Buffett’s latest strategies, how Biden’s tax plans might hit different income levels, or the buzz around a big golf tournament, you’ll come away with a solid grip on how these issues could shake up your financial world. Perfect for investors, retirees, or just anyone keen to keep up with the financial universe, "Capitalist Investor" makes the complex understandable and entertaining.

© 2025 Capitalist Investor
Economics Personal Finance
Episodes
  • The 5 Critical Retirement Moves You Can’t Afford to Miss, Ep. 329
    Jul 17 2025

    Retirement isn’t just about reaching the finish line—it’s about making sure your money lasts as long as you do. In this week’s episode of The Capitalist Investor, Tony and Derek break down five critical retirement moves that often get overlooked:

    ✅ Recheck your withdrawal strategy
    ✅ Lock in healthcare coverage costs
    ✅ Review and adjust your tax strategy
    ✅ Simplify and consolidate accounts
    ✅ Establish a realistic monthly spending plan.

    Plus, they wrap things up with their picks for this year’s British Open.

    If you’re in or approaching retirement, this episode covers real-life insights and strategies to help you stay on track.

    🔗 Have a question or show idea? Email us: info@connectA.com
    🎧 Subscribe to get new episodes every week.

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    21 mins
  • Tariffs, Tomatoes & the Truth About Social Security
    Jul 10 2025

    In this episode of The Capitalist Investor, Tony and Derek dig into a hot economic debate: Are tariffs inflationary or deflationary? They break down the political and economic implications of Trump’s proposed tariff policies, explore historical lessons, and discuss which industries are most likely to win or lose.

    Then, the guys shift gears to tackle a listener question about the “Big Beautiful Bill” and whether it actually helps retirees. Spoiler: If you’re under 65 or earning over a certain threshold, don’t expect much help.

    You’ll also hear some real talk on:

    Made in America vs. cheap imports

    Why the market isn’t panicking (yet)

    Tomato inflation?!

    Who actually pays for tariffs—and how it could affect your wallet

    Whether you’re a business owner, investor, or someone trying to make sense of the headlines, this episode delivers a no-fluff, practical look at what really matters for your financial future.

    📩 Got questions? Email the show at info@swpconnect.com

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    25 mins
  • Can Gen X Retire? Pop Culture, Trump & Hot Takes, Ep, 327
    Jul 3 2025

    This week on The Capitalist Investor, Tony and Derek ask a big question: Can Gen X really retire? From inflation and rising healthcare costs to underfunded savings and Social Security uncertainty, they break down the biggest threats to the 45–60-year-old crowd’s financial future.

    They also dive into how pop culture has influenced Gen X's spending habits, the impact of Trump headlines on the market, and a few favorite things from their week. As always, it's real talk, practical insight, and a few hot takes you won’t want to miss.

    📩 Got a question or a topic idea? Email us at info@SWPConnect.com

    #GenX #Retirement #Investing #SocialSecurity #CapitalistInvestor #FinancialPlanning

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    30 mins

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