Capitalize on Retirement

David Domenick Jr. & Brandon Domenick
  • 5.0 (2)
  • Investing
  • Updated Biweekly

Tune in to Capitalize on Retirement, a podcast hosted by David and Brandon Domenick from Capital A Wealth Management, dedicated to helping you make the most out of your retirement. Join your hosts as they cover various retirement strategies, investment opportunities, and financial tactics that can assist you in achieving a secure and fulfilling retirement. Whether you're just starting to plan for retirement or are already enjoying the benefits of being retired, this podcast has something for everyone. Listen in to start building the retirement you've always dreamed of. 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 is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. CAWM, Capital A Insurance, LLC (CAI) and Capital A Tax Solutions, LLC (CATS) are affiliated under common ownership. Insurance services and products are offered through (CAI). Tax services are done under CATS only. MAS does not give any tax or legal advice. CAWM, KFS, CAI & CATS are not affiliated with MAS. A Roth Conversion is a taxable event. Past performance is no guarantee of future investment performance or success. The information and opinions contained herein provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Capital A Wealth Management. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Our firm is not affiliated with or endorsed by the US Government or any governmental agency.

  1. 2d ago

    Why Social Security Claiming Strategy Matters

    When should you claim Social Security benefits? In this episode of Capitalize on Retirement, David and Brandon discuss why Social Security claiming strategy is an important part of retirement income planning and how timing decisions may affect long-term financial outcomes. They also talk through common concerns surrounding Social Security, the differences between claiming benefits early or delaying benefits, and how taxes, retirement savings, and spousal considerations can all play a role in the decision-making process. This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement strategy.

    16 min

  2. May 15

    Roth IRAs and Changing Tax Laws

    Will Roth IRAs ever be taxed? In this episode of Capitalize on Retirement, David and Brandon discuss how Roth IRAs work under current law, why future tax policy is part of many retirement planning conversations, and how tax diversification may help create more flexibility over time. They also touch on Roth conversions, contribution rules, required minimum distributions, inherited retirement accounts, and the importance of building a retirement strategy around what you can control. This episode is for educational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement strategy.

    18 min

  3. May 1

    Q1 Market Recap: What Changed?

    In this episode, David and Brandon break down what really happened in the markets during the first quarter of 2026 and why it likely felt worse than it actually was. After a strong start to the year, markets pulled back amid uncertainty around interest rates, government policy, and global events. But rather than a broad market collapse, the quarter was defined by shifting leadership across sectors and short-term volatility driven by headlines. They walk through what changed, what mattered, and how investors should think about market movements in the context of a long-term financial plan, especially in or near retirement. Key Topics: • What caused the Q1 market pullback after early-year momentum • How uncertainty around the Fed, politics, and global events impacted markets • Why this wasn't a broad market decline, but a shift beneath the surface • The importance of diversification across sectors and asset classes • How interest rates, inflation, and earnings influence market direction • Why reacting to headlines can derail long-term investment success • The core message: stay disciplined, stay invested, and trust your plan

    17 min

  4. Apr 17

    30 Years of Retirement - Will Your Money Last?

    In this episode, David and Brandon tackle one of the biggest concerns facing retirees today, outliving their money, and what it takes to build a plan that supports you for decades. With retirement potentially lasting 25–35 years, having a strategy for income, inflation, and long-term expenses is more important than ever.z Key Topics: • Why retirement planning should start with income, not just a savings number • How longer life expectancy impacts your financial plan • The power of compounding (and why starting early matters) • Major risks in retirement: inflation, healthcare costs, and market volatility • The three phases of retirement (go-go, slow-go, no-go) and how spending changes over time • Why having a structured income plan is the foundation of a successful retirement

    20 min

  5. Apr 3

    The Great Wealth Transfer

    In this episode, David and Brandon break down the $84 trillion wealth transfer happening over the next two decades and what it means for you and your family. Key Topics: • What the "Great Wealth Transfer" is and why it matters • Common mistakes families make when passing down wealth • How IRAs and other tax-deferred accounts can create tax burdens for heirs • Simple strategies to help reduce taxes and protect your legacy • Why having conversations with your family now can make all the difference Without proper planning, a significant portion of your wealth could be lost to taxes or poor decisions. https://capitalainvestments.com/ https://www.instagram.com/capitalawealth/ https://www.facebook.com/CapitalAWealth/ https://twitter.com/CapitalAWealth https://www.linkedin.com/company/capital-a-wealth-management/  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. Some examples are hypothetical for illustrative purposes only. It does not represent actual investment results. Assumed rates of return are not guaranteed and actual results will vary, including the potential for loss.

    29 min

  6. Mar 13

    Estate Planning Questions Everyone Should Ask

    In this episode, David and Brandon sit down with estate planning attorney Richard DeBlasio to discuss some of the most commonly asked questions we hear about estate planning. Here's what we cover: • What happens if you pass away without a will • The difference between wills and trusts • How probate works and how trusts may help avoid it • Why keeping beneficiary designations updated is critical • The importance of powers of attorney and reviewing your estate plan regularly The views and opinions expressed on Capitalize on Retirement are those of the Richard J. Deblasio and do not necessarily reflect the official policy or position of Capital A Wealth Management or Madison Avenue Securities, LLC. MAS and CAWM are not affiliated with Richard J. Deblasio or The Law Office of Richard J. Deblasio, LLC.

    42 min

  7. Feb 27

    Trump Accounts

    In this episode, David and Brandon break down everything you need to know about these new government-backed investment accounts for newborns. Here's what we cover: • Who qualifies • The automatic $1,000 government contribution • How to open the account • Contribution rules • Employer contribution opportunities • Investment options Form 4547 (December 2025) Trump Account Election Form - IRS Form 4547

    18 min

  8. Feb 20

    Markets, Diversification, & the Risks No One's Talking About in 2026

    After three straight years of 15%+ S&P 500 returns, investors have enjoyed a strong run. But as we head further into 2026, the focus shifts from excitement to preparation. In this episode, David and Brandon discuss: Why this stretch of market performance is historically rare Why volatility may increase The importance of true diversification (and why more funds doesn't always mean diversified) Why inflation could be the biggest long-term risk Why this is a planning environment not a panic environment It's all about protecting gains, staying disciplined, and making intentional decisions for your financial future.

    23 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

Tune in to Capitalize on Retirement, a podcast hosted by David and Brandon Domenick from Capital A Wealth Management, dedicated to helping you make the most out of your retirement. Join your hosts as they cover various retirement strategies, investment opportunities, and financial tactics that can assist you in achieving a secure and fulfilling retirement. Whether you're just starting to plan for retirement or are already enjoying the benefits of being retired, this podcast has something for everyone. Listen in to start building the retirement you've always dreamed of. 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 is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. CAWM, Capital A Insurance, LLC (CAI) and Capital A Tax Solutions, LLC (CATS) are affiliated under common ownership. Insurance services and products are offered through (CAI). Tax services are done under CATS only. MAS does not give any tax or legal advice. CAWM, KFS, CAI & CATS are not affiliated with MAS. A Roth Conversion is a taxable event. Past performance is no guarantee of future investment performance or success. The information and opinions contained herein provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Capital A Wealth Management. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Our firm is not affiliated with or endorsed by the US Government or any governmental agency.

Information

  • Creator
    David Domenick Jr. & Brandon Domenick
  • Years Active
    2025 - 2026
  • Episodes
    17
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    Capitalize on Retirement

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