Live Rich: The Capstone Strategy

Roxanne Theodoropoulos
  • 5.0 (5)
  • INVESTING

Welcome to Live Rich: The Capstone Strategy, the podcast for people 55 and over who believe wealth is a tool for living — not just a number on a statement. Hosted by Roxanne Theodoropoulos, who understands the real priorities of retirement and legacy. This show explores how to maximize your financial freedom, purpose, and joy in the final — and most meaningful — chapter of life. We break down smart, value-driven strategies for spending, giving, and living richly now, not later. From optimizing retirement income and tax planning to leaving a legacy that’s more than just money, each episode equips you with the tools to finish well — and live fully. Because you didn’t work this hard just to die rich.

Episodes

  1. 12/09/2025

    Tax Strategies for the end of the Year and Beyond

    In this episode, Roxanne discusses essential tax strategies to consider before the end of the year. They emphasize the importance of timely actions regarding taxes, including Roth conversions, gifting strategies, and tax loss harvesting. Roxanne shares insights on how to maximize tax benefits and avoid penalties, while also highlighting the significance of building trust and transparency in financial planning. The conversation aims to empower listeners to take control of their financial futures and minimize tax liabilities legally.

    18 min

  2. 11/04/2025

    Identify if You're being Targeted for an Annuity

    In this episode of the Live Rich podcast, host Roxanne Theodoropoulos discusses the complexities of annuities, particularly during the fall season when retirees are targeted by aggressive marketing tactics. She emphasizes the importance of understanding the sales tactics used by some financial advisors and the potential pitfalls of committing to annuities without proper guidance. The conversation highlights the need for retirees to be informed and cautious when making financial decisions, advocating for a fiduciary approach to financial planning.

    15 min

  3. 10/07/2025

    Off the Beaten Fund: All About Alternative Investments

    In this episode of Live Rich, host Roxanne Theodoropoulos discusses the concept of alternative investments, particularly in the context of retirement planning and 401(k) plans. The conversation covers the definition of alternative investments, their risks, and the evolution of 401(k) plans over the years. Roxanne emphasizes the importance of education regarding these investments, especially for younger individuals, and explores specific types of alternative investments like Real Estate Investment Trusts (REITs).

    12 min

  4. 09/09/2025

    Time to Stop Reinvesting!

    In this episode of Live Rich, Roxanne Theodoropoulos discusses the importance of using money to create a fulfilling life rather than simply accumulating wealth. She delves into the topic of dividends and the common practice of reinvesting them, arguing that retirees should consider enjoying their dividends instead. The conversation emphasizes the need for customized financial planning and the dangers of complacency in investment strategies, particularly as one approaches retirement. Roxanne encourages listeners to rethink traditional financial advice and focus on living richly in the present.

    16 min

  5. 08/05/2025

    Diversified and Doomed.

    In this episode of Live Rich, host Roxanne Theodoropoulos discusses the importance of enjoying retirement and rethinking traditional financial strategies. She emphasizes the need for retirees to understand the purpose of their money and explore alternative investment options that can provide consistent income, even during market downturns. The conversation highlights the psychological barriers retirees face when it comes to spending their savings and the benefits of proactive financial planning.

    18 min

  6. 06/26/2025

    Get Over Your Spending Guilt

    In this episode of the Live Rich podcast, Roxanne Theodoropoulos, a certified financial planner, shares her journey from a challenging childhood to becoming a financial expert. She discusses the importance of shifting mindsets from saving to spending, especially during retirement. Roxanne emphasizes the need to break the guilt associated with spending money and highlights strategies for enjoying wealth while planning for longevity. The conversation also touches on creating lasting memories with loved ones and the true essence of living rich.

    16 min
  • 6 Episodes

5
out of 5
5 Ratings

About

Welcome to Live Rich: The Capstone Strategy, the podcast for people 55 and over who believe wealth is a tool for living — not just a number on a statement. Hosted by Roxanne Theodoropoulos, who understands the real priorities of retirement and legacy. This show explores how to maximize your financial freedom, purpose, and joy in the final — and most meaningful — chapter of life. We break down smart, value-driven strategies for spending, giving, and living richly now, not later. From optimizing retirement income and tax planning to leaving a legacy that’s more than just money, each episode equips you with the tools to finish well — and live fully. Because you didn’t work this hard just to die rich.

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