16 episodes

On The Money: Alpha Planning 101 is a bi-weekly podcast designed to introduce the basic but necessary financial planning principles. Your hosts, David and Brandon Domenick, are owners of Capital A Wealth Management located in Cranberry Twp, PA. These two brothers are second generation to the family business and are licensed retirement planning professionals. Based on their 5-Step Alpha Plan process, this podcast will bring insights on timely articles, interviews, ideas, and strategies that focus on the importance of planning for the future.


Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.


Capital A Wealth Management, LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.


Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM and KFS are not affiliated with MAS.


Individuals leaving reviews on these sites may or may not be clients of Capital A Wealth Management, LLC and may or may not be compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and an individual's comments may not be representative of any other person's experience with the firm.

On the Money: Alpha Planning 101 Brandon Domenick

    • Business

On The Money: Alpha Planning 101 is a bi-weekly podcast designed to introduce the basic but necessary financial planning principles. Your hosts, David and Brandon Domenick, are owners of Capital A Wealth Management located in Cranberry Twp, PA. These two brothers are second generation to the family business and are licensed retirement planning professionals. Based on their 5-Step Alpha Plan process, this podcast will bring insights on timely articles, interviews, ideas, and strategies that focus on the importance of planning for the future.


Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.


Capital A Wealth Management, LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.


Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM and KFS are not affiliated with MAS.


Individuals leaving reviews on these sites may or may not be clients of Capital A Wealth Management, LLC and may or may not be compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and an individual's comments may not be representative of any other person's experience with the firm.

    The 60/40 Portfolio is Dead

    The 60/40 Portfolio is Dead

    Safer Alternative asset classes Annuities Royalties Private Equity Funds Advantages of Annuities Utilizing our Safety, Income, Growth bucket system

    • 18 min
    Market Volatility & Your Retirement

    Market Volatility & Your Retirement

    Sequence of Return Risk Disadvantages of portfolio withdrawals Importance of a diverse portfolio with fixed-income assets Importance of properly structuring assets

    • 15 min
    Women in Retirement

    Women in Retirement

    Important stats surrounding women’s retirement: Longevity & outliving your spouse Likelihood of retiring at 65 Use of financial advisors/retirement plan Financial confidence Importance of healthcare planning Social Security benefits – differences for women vs. men Tax planning

    • 16 min
    Step 5 – Legacy Planning

    Step 5 – Legacy Planning

    Protecting your legacy from volatility, taxes, & long-term care facilities Benefits of and differences between Wills and Trusts Use of Important documents including Wills, Trusts, Power of Attorney, & Beneficiary documents Maximizing your estate by utilizing other pieces of the Alpha Plan process

    • 15 min
    Step 4 – Healthcare Planning

    Step 4 – Healthcare Planning

    Break-down of Medicare costs How Medicare compensation works What Medicare does not cover, including a discussion about Long Term Care

    • 17 min
    Step 3 – Tax Planning

    Step 3 – Tax Planning

    Tax Cuts & Job Act Upcoming Expiration Micro & Macro views of Taxation: looking in the past vs. looking in the future Tax Diversification Planning and understanding the IRS’s “bucket structure”: Income Taxable Tax Deferred Tax Free Roth Conversions

    • 17 min

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
Understanding Money with Eoin McGee
NK Productions/EMcG
The Other Hand
Jim Power & Chris Johns
Working Hard, Hardly Working
Grace Beverley
Big Fish with Spencer Matthews
Global
Unhedged
Financial Times & Pushkin Industries