Épisodes

  • Planning for Large IRAs - August 2, 2025

    Planning for Large IRAs - August 2, 2025
    Aug 4 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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    56 min
  • The Reality of Retirement Spending - July 26, 2025

    The Reality of Retirement Spending - July 26, 2025
    Jul 28 2025
    Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume?

    For more information on retirement planning, visit capitalwealth.com!
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    54 min
  • The Longevity Challenge - July 19, 2025

    The Longevity Challenge - July 19, 2025
    Jul 21 2025
    We're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderful, but it creates some serious financial planning challenges. If you’re currently 65, there’s a very real possibility you could spend 25 to 30 years—or even longer—in retirement.

    For more information on retirement planning, visit capitalwealth.com!
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    54 min
  • Planning for Large IRAs - July 12, 2025

    Planning for Large IRAs - July 12, 2025
    Jul 21 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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    56 min
  • Maximize Your Retirement Income - July 5, 2025

    Maximize Your Retirement Income - July 5, 2025
    Jul 7 2025
    You’ve spent your entire career saving for retirement. How can you make sure you’ve done enough? The last thing you need at this stage of the game is to make a misstep, so you end up spending down your savings too quickly. So today we have four ways to help you optimize your retirement income. You can make the most out of your retirement by taking these strategic but simple steps.

    For more information on retirement planning, visit capitalwealth.com!
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    54 min
  • Taking Control of Retirement - June 28, 2025

    Taking Control of Retirement - June 28, 2025
    Jun 30 2025
    We've all experienced a series of unprecedented events in recent years, from a global pandemic and historic market crash to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what YOU can doing – RIGHT NOW to help take back control of your financial future.

    For more information on retirement planning, visit capitalwealth.com!
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    54 min
  • Three Stages of Retirement - June 21, 2025

    Three Stages of Retirement - June 21, 2025
    Jun 23 2025
    We used to think of retirement as the final stage of life. It’s not the finish line anymore. It’s just the beginning of the next phase of life. Retirement today lasts so much longer, and we believe it actually unfolds in stages.

    For more information on retirement planning, visit capitalwealth.com!
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    54 min
  • The Three Pillars of Financial Stability - June 14, 2025

    The Three Pillars of Financial Stability - June 14, 2025
    Jun 16 2025
    When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach retirement planning exactly that way - focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability.

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