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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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Retiring Into a Bear Market: Managing Sequence Risk
Wednesday, 22 July, 2026
Retiring into a bear market can put even a well-funded retirement plan under immediate pressure. The danger is not only the decline itself, but having to fund spending from depressed investments—and making emotional decisions that lock in losses.Derek Gabrielsen, CRPC® — Senior Wealth Advisor, and Tony Zabiegala, CRPC® — Senior Wealth Advisor, examine three retirement scenarios and the choices that changed the outcome. They discuss maintaining a reserve for portfolio-funded living expenses, using cash and short-term bonds before selling equities, adjusting discretionary spending, considering part-time income, rebalancing, evaluating Roth conversions during a downturn, and using annuity income when appropriate.This episode provides a practical framework for stress testing a retirement plan before the next bear market arrives. It offers educational perspective on withdrawal strategy, liquidity, taxes, portfolio structure, and the behavioral decisions investors face during difficult markets.Learn more at Wealthalyze.com
