In this episode, Michele Stewart, a wealth strategist, discusses mid-year financial planning, especially tailored for women, covering topics like retirement strategies, tax planning, and the importance of a personalized financial plan.

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,

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In this episode, Michele Stewart, a wealth strategist, shares essential insights for women in their 50s, 60s, and 70s about planning for retirement, managing healthcare, and securing financial independence. Discover practical strategies to navigate the complexities of retirement planning and ensure a confident 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,

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In this episode, Wealth Strategist Michele Stewart and helpful hubby Morgan Patrick explore essential strategies for retirement planning, including automation, managing health costs, and setting boundaries with family support. Michele emphasizes proactive steps to secure financial independence and peace of mind for your 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,

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In this episode, Michele Stewart, a wealth strategist with Capital Financial, discusses essential retirement planning topics including managing debt, healthcare, long-term care, and the unique challenges faced by the sandwich generation. Michele will share practical action steps and insights to secure your 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,

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In this episode, Michele Stewart, a wealth strategist, discusses how to navigate the unsettled financial landscape of 2026. She shares actionable strategies for women approaching retirement, emphasizing the importance of planning, diversification, and understanding fixed index annuities.

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,

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In this episode, Michelle Stewart and Morgan Patrick discuss the importance of being seen, valued, heard, and protected in retirement planning. They explore strategies like Coach Pete's three bucket system and fixed indexed annuities 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,

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In this episode, Michele Stewart, a wealth strategist at Capital Financial, shares essential strategies for retirement planning, including managing income streams, understanding fixed index annuities, and protecting against health and caregiving costs. Discover actionable steps to secure your financial future and enjoy peace of mind in retirement.

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.

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.