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Capitalist Investor
Strategic Wealth Partners
346 episodes
1 day ago
If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams. They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding. You’ll learn how ...
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Investing
Education,
Business
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All content for Capitalist Investor is the property of Strategic Wealth Partners and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams. They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding. You’ll learn how ...
Show more...
Investing
Education,
Business
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The 5 Critical Retirement Moves You Can’t Afford to Miss, Ep. 329
Capitalist Investor
21 minutes
3 months ago
The 5 Critical Retirement Moves You Can’t Afford to Miss, Ep. 329
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 thing...
Capitalist Investor
If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams. They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding. You’ll learn how ...