Episodi

  • Creating A Retirement Master Plan
    Aug 7 2026

    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.

    Mostra di più Mostra meno
    51 min
  • 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.

    Mostra di più Mostra meno
    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.

    Mostra di più Mostra meno
    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
  • Retirement Challenges for Women
    Jul 11 2026

    In this episode, Michele Stewart, a wealth strategist with Capital Financial, shares vital insights on retirement planning tailored for women, addressing longevity risks, market volatility, caregiving impacts, and strategic solutions like guaranteed income. Learn how to craft a personalized, confident retirement plan that aligns with your values and life goals.

    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
    49 min
  • Test Your Retirement Income Before You Retire
    Jul 4 2026

    In this episode, Michele Stewart discusses proactive retirement planning, including testing income streams, understanding Medicare, and the importance of comprehensive planning to ensure a secure and joyful 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.

    Mostra di più Mostra meno
    49 min
  • How to Ask the Right Questions in Retirement Planning
    Jun 27 2026

    In this episode, Michele Stewart discusses the importance of proactive retirement planning, asking the right questions, and understanding key financial concepts to ensure a secure and joyful 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.

    Mostra di più Mostra meno
    51 min
  • All About The Retirement Income: Planning for Your Future
    Jun 20 2026

    Join Michele Stewart as she discusses essential retirement planning topics, including income strategies, Medicare decisions, long-term care, and the importance of proactive planning to ensure a secure and fulfilling 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.

    Mostra di più Mostra meno
    50 min