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

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

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

In this week's episode of Capitalize on Retirement, David and Brandon break down the real reasons people choose to work with an advisor, the reasons some don't, and where professional guidance can truly make a difference.

David and Brandon Domenick break down the most impactful year-end tax strategies, including qualified charitable distributions, donor-advised funds, capital-gain management, and Roth conversions. They explain how thoughtful planning before December 31st can reduce taxes now, avoid future tax burdens, and enhance charitable giving opportunities.

After 53 years in the investment world, Paul Kiefer has seen it all and he's sharing his wisdom with us in Episode 3 of Capitalize on Retirement. From market crashes to long-term strategies that actually work, Paul joins David and Brandon Domenick for a powerful conversation every investor should hear.

In Episode 2 of Capitalize on Retirement, we explore Medicare's Annual Enrollment Period (AEP). We discuss what it means, why it matters, and how you can make the most informed decisions for your health coverage. Join Joseph Palimino, Insurance Professional and Managing Partner at Capital A, alongside David Domenick Jr. and Brandon Domenick, as they break down everything you need to know about Medicare options, plan changes, and strategies to ensure you're getting the right coverage for your needs.

Kick off the first episode of Capitalize on Retirement as hosts David Domenick Jr. and Brandon Domenick sit down with Tom Siomades, Chief Market Economist at AE Wealth Management. In this episode, they cover the "One Big Beautiful Bill Act" unpacking what investors and retirees need to know. Discover how this legislation could impact retirement planning, tax strategies, and overall wealth management. Whether you're nearing retirement, or years away this episode offers actionable insights and expert commentary you won't want to miss.