Live Rich: The Capstone Strategy

Roxanne from Capstone Wealth shares insights on annuities, including when they are beneficial, common pitfalls, and how to approach them with caution. This episode helps listeners understand the nuances of annuities and make informed financial decisions.

In this episode, Roxanne and Sari discuss the impact of national debt on personal finances, tax strategies for retirees, and how to manage investment risks in a volatile economy. They explore practical steps for financial planning amid government spending and economic uncertainty.

In this episode, Roxanne from Capstone Wealth shares insights on retirement distribution strategies, how to maximize income, and the importance of understanding your investment approach to live a richer retirement.

In this episode, Roxanne explores the nuances of Roth conversions, addressing common questions about age, timing, and strategic planning for retirement and estate taxes. She provides actionable insights to help listeners make informed decisions about their financial future.

This episode explores the similarities and differences between the dot-com bubble and the current AI boom, focusing on market dynamics, investment strategies, and the importance of planning for market corrections.

This episode tackles the often-overlooked topic of long-term healthcare planning, emphasizing the importance of early conversations, financial strategies, and choosing the right care options to ensure peace of mind in later years.

In this episode, Roxanne from Capstone Wealth shares her investment philosophy focused on risk management, strategic distribution, and personalized financial planning. She discusses how to balance growth with safety, the importance of intentional distribution, and how to align investments with life goals.

In this episode of the Live Rich Capstone Experience, Roxanne Theodoropoulos, founder of Capstone Wealth, shares insights on how her firm approaches retirement planning, investment risk management, and the importance of strategic distributions. If you're curious about how to protect and grow your wealth with purpose, this episode is a must-listen.

Note: Be sure to register early for the April 14th event at the Hotel Eastport in The Villages, Florida. It’s a full-day session packed with expert insights and strategies to enhance your retirement income and tax efficiency.

In this podcast episode, Roxanne Theodoropoulos, founder and president of Capstone Wealth, discusses the intricacies of structured notes, a hybrid investment product that combines features of bonds and stocks. She explains how structured notes can be tailored to meet individual risk appetites and yield expectations, making them a versatile option for investors, particularly retirees. The conversation also delves into the historical context of structured notes, their accessibility, and the importance of financial advisors in educating clients about these investment vehicles. Roxanne shares real-life success stories of clients who have benefited from structured notes, emphasizing the potential for enhanced financial security and the ability to enjoy wealth in retirement.

In this episode of Live Rich, the Capstone Strategy, Roxanne Theodoropoulos discusses the complexities of Medicare costs for high-income earners, focusing on the Income Related Monthly Adjustment Amount (IRMAA) and its implications. She explores the importance of tax planning in relation to Medicare premiums, the impact of life events on income and Medicare adjustments, and the relationship between Social Security cost-of-living adjustments and Medicare increases. The conversation emphasizes the need for proactive financial planning to navigate these challenges effectively.