Plan For Life Now

Capitol Retirement Strategies
  • 5.0 (2)
  • EDUCATION
  • UPDATED BIMONTHLY

We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.

  1. Episode #126: Only a Little bit of Coin is Left

    3D AGO

    Episode #126: Only a Little bit of Coin is Left

    Even for seasoned Crypto investors who are used to the rollercoaster, the last six months of Bitcoin has been like Kings Dominion on steroids! That combined with the volatility of Gold and Silver made today’s episode a “State Of The Union” address on these Alternative investments. Also, in memoriam to what was The Washington Post, you’ll learn how Steve and Dave were almost the “Woodward and Bernstein” of the Northern Virginia high school journalism scene. Wow, you’re getting quite the diverse Pod on episode 126 of Plan For Life Now!

    32 min
  2. Episode #125: What's Next?

    JAN 6

    Episode #125: What's Next?

    2025 was one of the better years to be an investor, but what’s next for 2026? As part of their annual “Prediction Podcast”, Steve and Dave look back at who was right and wrong last year, and what the “experts” are forecasting for 2026. You’ll also learn who Ned Davis* is and why Dave inexplicably called him out. All this and more on episode 125 of Plan For Life Now. *No, not a character on “The Simpsons”, but good guess!

    28 min
  3. Episode #124: The AI Quandry

    11/19/2025

    Episode #124: The AI Quandry

    Nothing screams “Past Performance Does Not Guarantee Future Results” like Artificial Intelligence stocks. What has fueled incredible market success over the past two years has analysts debating what might happen going forward. Steve and Dave tackle the tangible and psychological factors of the A.I. trade in episode 124 of Plan For Life Now*. *ChatGPT played no role in the writing or publishing of this podcast blurb

    26 min
  4. Episode #123: Dave had a Dream

    10/17/2025

    Episode #123: Dave had a Dream

    Similar to Dr. Martin Luther King Jr. (With the exception of the topic, gravitas, historical context, speaking ability, and every other intellectual attribute you can possibly think of), Dave shares his own “ I Had A Dream” speech. Steve adds his financial tidbits and, somehow, Episode 123 of Plan For Life Now is a pretty good potpourri* podcast! *French word for “winging it”

    31 min
  5. Episode #122: Summering at the Cambridge Conference

    09/18/2025

    Episode #122: Summering at the Cambridge Conference

    Ever wonder what happens when a whole bunch of financial advisors get together for a 3 day conference? If you said, “Yes”, then you need to critically analyze your “Things To Wonder About” list. Having said that, Steve, Dave, and Amy* learned a lot at their Broker Dealer’s annual meeting at the Gaylord in National Harbor. We share all the information, stories, and helpful takeaways on Episode 122 of Plan For Life Now! *It only took Amy 122 episodes to be mentioned in the Pod summary. Now I have to figure out how to work her into episode 244.

    25 min
  6. Episode #121: You, Me and the BBB

    07/24/2025

    Episode #121: You, Me and the BBB

    On episode 121 of Plan For Life Now, Steve and Dave break down the recently passed “Big, Beautiful Bill”. How does this bill affect you? If you’re very rich, you’ll be very happy. If you’re retired and a typical client of ours, we think you’ll like some of the things you hear. If you’re on Medicaid…there are so many other podcasts out there for your listening pleasure.

    29 min
  7. Episode #120: Calm After the Storm

    06/04/2025

    Episode #120: Calm After the Storm

    A very bullish episode 120 of Plan For Life Now starts with Dave’s review of his trip to Japan. He’s bullish on Japan, especially the toilets ( That, my friends, is what we call “a tease!). Steve then makes a strong case that we are not going into a recession, followed by a more existential discussion of the psychological reaction people now have towards the stock market. The Wall Street Journal says, “Episode 120 has a truly positive vibe, one of our favorites!”* *The Wall Street Journal did not say this. They don’t even review podcasts.

    31 min
  8. Episode #119: Tariff Trouble

    04/08/2025

    Episode #119: Tariff Trouble

    In this day after “Liberation Day” podcast, Steve and Dave try to unwind and analyze what all this tariff stuff means. Is their analysis accurate? Only time will tell. More importantly, how does this affect your retirement plan, and what should you do going forward? A lot of questions and (we think) some good answers on episode #119 of Plan For Life Now.

    30 min
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About

We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.

Information

  • Creator
    Capitol Retirement Strategies
  • Years Active
    2016 - 2026
  • Episodes
    133
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Plan For Life Now