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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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Why Smart DIY Investors Are Realizing They Need Professional Advice
Capitalist Investor
18 minutes
2 weeks ago
Why Smart DIY Investors Are Realizing They Need Professional Advice
This week on The Capitalist Investor, Derek Gabrielsen and Dave Abate break down why even the most disciplined do-it-yourself investors are realizing that professional financial guidance isn’t a weakness—it’s wisdom. They explore the psychological and practical pitfalls of managing money alone, from behavioral biases to tax inefficiencies. Derek and Dave discuss how proper retirement income planning, tax strategy, and risk diversification can extend the life of your portfolio by up to 20%. Pl...
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 ...