Capitalist Investor

Capitalist Investor

By Strategic Wealth PartnersBusinessEducationInvesting
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Capitalist Investor episodes

  • Crypto & Retirement: Risky Bet or Smart Play, Ep. 330

    Is crypto becoming too regulated to be worth the risk—or is government oversight exactly what it needs? In this episode, Derek and guest host Dave break down the recently passed GENIUS Act and its impact on the future of cryptocurrency, from stablecoins and decentralization to government regulation and retirement planning. They explore whether retirees (and pre-retirees) should still consider crypto in their financial plans—and how to think about crypto beyond just Bitcoin. Plus, tips on how to get started without betting the farm. 

    15 min
  • The 5 Critical Retirement Moves You Can’t Afford to Miss, Ep. 329

     

    Retirement isn’t just about reaching the finish line—it’s about making sure your money lasts as long as you do. In this week’s episode of The Capitalist Investor, Tony and Derek break down five critical retirement moves that often get overlooked:

    ✅ Recheck your withdrawal strategy
     ✅ Lock in healthcare coverage costs
     ✅ Review and adjust your tax strategy
     ✅ Simplify and consolidate accounts
     ✅ Establish a realistic monthly spending plan. 

    Plus, they wrap things up with their picks for this year’s British Open. 

    If you’re in or approaching retirement, this episode covers real-life insights and strategies to help you stay on track. 

    🔗 Have a question or show idea? Email us: [email protected]
     🎧 Subscribe to get new episodes every week. 

    22 min
  • Tariffs, Tomatoes & the Truth About Social Security

    In this episode of The Capitalist Investor, Tony and Derek dig into a hot economic debate: Are tariffs inflationary or deflationary? They break down the political and economic implications of Trump’s proposed tariff policies, explore historical lessons, and discuss which industries are most likely to win or lose.

    Then, the guys shift gears to tackle a listener question about the “Big Beautiful Bill” and whether it actually helps retirees. Spoiler: If you’re under 65 or earning over a certain threshold, don’t expect much help.

    You’ll also hear some real talk on:

    Made in America vs. cheap imports

    Why the market isn’t panicking (yet)

    Tomato inflation?!

    Who actually pays for tariffs—and how it could affect your wallet

    Whether you’re a business owner, investor, or someone trying to make sense of the headlines, this episode delivers a no-fluff, practical look at what really matters for your financial future.

    📩 Got questions? Email the show at [email protected]

    26 min
  • Can Gen X Retire? Pop Culture, Trump & Hot Takes, Ep, 327

    This week on The Capitalist Investor, Tony and Derek ask a big question: Can Gen X really retire? From inflation and rising healthcare costs to underfunded savings and Social Security uncertainty, they break down the biggest threats to the 45–60-year-old crowd’s financial future.

    They also dive into how pop culture has influenced Gen X's spending habits, the impact of Trump headlines on the market, and a few favorite things from their week. As always, it's real talk, practical insight, and a few hot takes you won’t want to miss.

    📩 Got a question or a topic idea? Email us at [email protected]

    #GenX #Retirement #Investing #SocialSecurity #CapitalistInvestor #FinancialPlanning

    30 min
  • The 5 Most Costly Financial Mistakes DIY Investors Make, Ep. 326

    On this episode of The Capitalist Investor, Tony and Derek break down the 5 most common financial mistakes they see from DIY investors—and why avoiding professional guidance can cost you big time in the long run. From waiting too long to save, to misusing your 401(k), to failing to plan for taxes and estate issues, they walk through how each mistake impacts retirement.

    They also share real-world case studies, client stories, and practical strategies to help you avoid these traps. Whether you’re just starting out or closing in on retirement, this episode will help you rethink your financial strategy with clarity and confidence.

    📩 Got questions? Reach out at [email protected]

    29 min
  • Warren Buffett’s Secrets in the Age of AI: What Investors Need to Know, Ep. 325

    This week on The Capitalist Investor, we dive into how Warren Buffett’s timeless investing principles apply in today's AI-driven market. Joined by special guest Dave Abboud, we break down why Buffett’s long-term strategies still matter—and how investors can use AI tools to think like the Oracle of Omaha. 

    We cover:

    • Buffett’s biggest bets (Coca-Cola, Apple) and what made them genius
    • How to cut through the noise in today’s tech-fueled markets
    • The role of AI in identifying future winners (and why it’s just a tool)
    • Lessons from Charlie Munger’s “Too Hard” pile
    • Why discipline always beats hype in investing


    Buffett may have underperformed in flashy bull markets—but his long game wins. Tune in to hear how you can apply these insights to build smarter portfolios in 2025 and beyond.
     
    👉 Got questions or feedback? Reach out at [email protected].
     

    19 min
  • Meme Stocks, AI FOMO & Market Tops: What Retail Investors Are Doing Wrong, Ep. 324

    This week on The Capitalist Investor, Tony and Derek break down what’s really driving the latest wave of retail investor behavior. From the return of meme stocks like GameStop and AMC to the AI-fueled obsession with Nvidia, they unpack why FOMO is creeping back into the markets—and why that’s a red flag. 

    They cover: 

    • 🚨 Why meme stocks aren’t coming back like 2021
    • 💸 The danger of piling into overvalued AI stocks
    • 📊 Retail investors vs. institutional strategy
    • 📉 Signs we may be nearing a market top again
    • 💡 Smarter strategies: Dollar cost averaging, 80/20 risk planning, and staying the course


    Plus, they throw in a bonus U.S. Open golf preview, including picks for Bryson, Scottie, and a bold Rory take.
     
    🎯 Whether you’re a seasoned investor or just getting started, this episode will help you separate hype from smart investing—and avoid getting burned by retail mistakes.
     
    Have questions or a topic idea? Email the show at [email protected]
     
    #Investing #RetailInvestor #MemeStocks #AIFOMO #StockMarket #FinancialPlanning #TheCapitalistInvestor

    26 min
  • Navigating Inflation: Strategies to Protect Wealth and Invest Wisely in an Uncertain Market, Ep. 323

    Inflation Isn’t Going Anywhere — Now What? | 5 Key Takeaways for Investors 

    This week on The Capitalist Investor, Tony and Derek dig into one of the most stubborn challenges in today’s economy: inflation. From what’s fueling it to how investors can respond, they unpack practical strategies for protecting and growing your wealth in today’s high-cost environment. 

    Here’s what you’ll learn in this episode: 

    • Why inflation remains sticky and why the “new normal” might be here to stay.
    • How the Fed’s interest rate decisions continue to impact housing, lending, and investor behavior.
    • Which sectors perform best during inflation, including gold, energy, and dividend stocks.
    • If real estate is still a safe hedge, or if a market correction could be coming.
    • Why emotional investing is dangerous, and how to build a steady, long-term plan.


    Whether you're navigating your personal portfolio or managing wealth for others, this episode offers insights to help you stay grounded—and strategic—amid the noise.
     
    📩 Have a question or a topic you'd like us to cover? Reach out at [email protected]
     
    #Investing #Inflation #InterestRates #RealEstate #FinancialPlanning #StockMarket
     

    20 min
  • Are Lower Taxes Always Better? Debating Trump’s Permanent Tax Cut Proposal, Ep. 322

    In this episode of The Capitalist Investor, Tony and Derek dive deep into President Trump's proposed "one big beautiful bill"—a sweeping act aimed at making the 2017 tax cuts permanent. The hosts break down the key points of the bill, highlighting the benefits, such as extending lower tax rates, eliminating taxes on tips and Social Security (for specific income brackets), and promoting economic growth through investment and job creation. They also don't shy away from discussing the most significant controversies, including the projected impact on the federal deficit and the heated debate over state and local tax (SALT) deductions. Plus, Tony and Derek share their candid thoughts on how these changes could affect the everyday American, the stock market, and America's global competitiveness. It's a passionate, unfiltered discussion on taxes, fiscal responsibility, and what it all means for your wallet and the country's future. Don't forget to leave your questions and comments—and subscribe for more straightforward takes on investing economics and policy!

    25 min
  • Will AI Steal Your Job or Create New Ones? The Future of Work and Automation, Ep. 321

    Join Tony and Derek on this episode of the Capitalist Investor as they dive into the world of automation and AI, exploring whether technology is really stealing jobs or unlocking new opportunities for workers everywhere. They break down which jobs are most at risk, which ones are likely safe, and how AI could even create entirely new roles that haven't existed before. The conversation spans everything from blue-collar construction sites to white-collar fields like tax prep and engineering, plus the wild card of how an aging workforce fits into the future of work.

    Whether you're worried about robots replacing your career or curious about how to invest in the AI revolution, this episode sheds light on the practical impacts of automation and what we all might expect in the decade ahead. Don't miss this thought-provoking discussion about reskilling, shifting job markets, and the investment opportunities in the AI boom!

    21 min

About Capitalist Investor

From the publisher's feed

Check out the "Capitalist Investor" podcast where hosts Derek, Luke and Tony break down complex financial topics and recent market trends with a sharp eye. This podcast is all about getting into…

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