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Capitalist InvestorAuthor: Strategic Wealth Partners
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 arent just brains; they keep things light with a great mix of deep dives and easy banter that keeps you hooked and learning. Whether theyre chatting about Warren Buffetts latest strategies, how Bidens tax plans might hit different income levels, or the buzz around a big golf tournament, youll 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. Language: en-us Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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High-Net-Worth Retirement Risks You Can’t Ignore
Wednesday, 3 December, 2025
Having $5 million or more saved for retirement doesn’t mean you’re financially secure. In this episode, Dave and Derek break down the hidden risks wealthy retirees face — from tax drag and Medicare surcharges to concentration risk in tech, bond exposure mistakes, and long-term-care costs. They explain why planning ahead matters more at higher net-worth levels and share practical ways to reduce portfolio stress while maintaining growth. If you want to protect your retirement lifestyle, avoid over-hedging, and understand income strategies designed for big portfolios, this episode is for you. 👉 Schedule a conversation with the team at Strategic Wealth Partners to strengthen your retirement strategy: swpconnect.com
