Capitalize on Retirement copertina

Capitalize on Retirement

Capitalize on Retirement

Di: David Domenick Jr. & Brandon Domenick
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A proposito di questo titolo

 Tune in to Capitalize on Retirement, a podcast hosted by David and Brandon Domenick from Capital A Wealth Management, dedicated to helping you make the most out of your retirement. Join your hosts as they cover various retirement strategies, investment opportunities, and financial tactics that can assist you in achieving a secure and fulfilling retirement. Whether you're just starting to plan for retirement or are already enjoying the benefits of being retired, this podcast has something for everyone. Listen in to start building the retirement you've always dreamed of. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. CAWM, Capital A Insurance, LLC (CAI) and Capital A Tax Solutions, LLC (CATS) are affiliated under common ownership. Insurance services and products are offered through (CAI). Tax services are done under CATS only. MAS does not give any tax or legal advice. CAWM, KFS, CAI & CATS are not affiliated with MAS. A Roth Conversion is a taxable event. Past performance is no guarantee of future investment performance or success. The information and opinions contained herein provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Capital A Wealth Management. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Our firm is not affiliated with or endorsed by the US Government or any governmental agency.2025 Economia Finanza personale
Episodi
  • The Retirement Red Zone

    The Retirement Red Zone
    Jan 23 2026

    If you're within five years of retirement or already retired this episode focuses on the most critical phase of your financial life. David and Brandon break down why the "retirement red zone" matters and the key decisions that can make or break your plan:

    • How market timing and sequence of returns impact retirement income
    • Why balancing growth and protection is essential near retirement
    • Common Social Security and tax planning mistakes to avoid
    • How a coordinated income, tax, and investment strategy creates confidence
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    27 min
  • Three Financial Decisions for 2026

    Three Financial Decisions for 2026
    Jan 9 2026

    As we head into the new year, David and Brandon break down three areas that can have an outsized impact on your retirement plan:

    • How taxes and where you save really affect your future income

    • Why financial freedom, not just a number, is the real goal

    • How automation can help you stay consistent without relying on motivation
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    32 min
  • Five Retirement Myths That Could Derail Your Plan

    Five Retirement Myths That Could Derail Your Plan
    Dec 26 2025

    In this episode, David and Brandon take a myth-busting approach to retirement planning, addressing widely accepted rules of thumb that often oversimplify reality.
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    28 min
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