Cover of Countdown Retirement with Morgan & Michele

Countdown Retirement with Morgan & Michele

Countdown Retirement with Morgan & Michele

By: Michele Stewart Morgan Patrick
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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
  • The Importance of Financial Transparency for Women

    The Importance of Financial Transparency for Women
    16 Oct 2026

    In this episode, Michele Stewart discusses how the way women live today sets the blueprint for future generations, emphasizing financial transparency, health advocacy, and continuous reinvention. The conversation offers actionable steps for women in their 50s, 60s, and 70s to empower themselves and model strength for younger women.

    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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    54 min
  • When it Comes to Planning, Demand a Seat at the Financial Table

    When it Comes to Planning, Demand a Seat at the Financial Table
    9 Oct 2026

    In this episode, Michele Stewart Wealth Strategist with Capital Financial discusses essential retirement planning strategies, including guaranteed income, social security, healthcare, and the importance of a comprehensive plan tailored for women aged 50 to 79. Michele shares actionable steps to help women secure their financial future and enjoy retirement with confidence.

    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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    52 min
  • Fall Rebrand of Retirement Strategy

    Fall Rebrand of Retirement Strategy
    3 Oct 2026

    In this episode, Michele Stewart, Wealth Strategist at Capital Financial, discusses the importance of a fall rebrand. The rebranding is for retirement planning, focusing on financial strategies, healthcare, estate planning, and the significance of making informed decisions to secure your future.

    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
    55 min
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