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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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Managing Portfolio Risk Before and During Retirement
Wednesday, 25 March, 2026
As retirement approaches, the margin for error narrows. What helped build wealth may no longer be appropriate once income replaces accumulation, and poorly managed risk at this stage can have lasting consequences. In this episode, the discussion centers on how portfolio structure should evolve before and after retirement. The conversation explores the impact of market downturns at the wrong time, the importance of rebalancing, the risks of concentrated positions, and why relying on past performance can create blind spots. It also highlights practical frameworks like gradual allocation shifts and the use of structured investment buckets to support income needs. This episode is intended as a perspective on how thoughtful planning, disciplined adjustments, and risk awareness can shape a more stable retirement strategy.
