Countdown Retirement with Morgan & Michele copertina

Countdown Retirement with Morgan & Michele

Countdown Retirement with Morgan & Michele

Di: Michele Stewart Morgan Patrick
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The Morgan & Michele Show brings real conversations about retirement, financial planning, and the life decisions that come with building a secure future. Each episode, Morgan and Michele break down important money topics in a clear, approachable way — from retirement income and tax strategy to market volatility, legacy planning, and protecting what matters most. With a balance of practical guidance and down-to-earth perspective, the show is designed to help pre-retirees and retirees make informed decisions with more clarity and confidence. This aligns with how Capital Financial positions its shows: practical strategies, fresh perspectives, and retirement-focused education for listeners navigating today’s financial landscape.

  • Your Retirement Plan Should be built around your Values and Joy
    Aug 1 2026

    In this episode Michele Stewart, Wealth Strategist at Capital Financial, discusses essential retirement planning topics, including healthcare, insurance, income strategies, and the importance of personalized plans for a secure future. She emphasizes proactive steps and offer resources to help listeners prepare effectively.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.

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    49 min
  • How to Handle Rising Costs in Retirement
    Jul 25 2026

    In this episode, Michele Stewart, a wealth strategist, discusses critical financial planning topics for retirement, including managing rising insurance costs, policy deadlines, and risk mitigation strategies. Learn how to protect your assets and plan effectively for a secure future.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.

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    48 min
  • Strategies for Your Future
    Jul 18 2026

    In this episode, Michele Stewart discusses essential retirement planning topics including Social Security strategies, healthcare inflation, managing beneficiary updates, and navigating gray divorce. She provides actionable steps and insights to help listeners secure their financial future.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.

    Mostra di più Mostra meno
    50 min
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