86 episodes

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

Plan For Life Now Capitol Retirement Strategies

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

    Episode #79-The Future of Meetings and the Death of the 60/40 Portfolio

    Episode #79-The Future of Meetings and the Death of the 60/40 Portfolio

    In this month’s installment Dave and Steve discuss the future of meetings in the post COVID-19 world. How many people will want to meet in person and how many people will continue to meet virtually? After a brief discussion of the current housing market, Dave and Steve wonder about the future of a 60/40 portfolio. Will this portfolio still offer investors a solid risk adjusted return in the future? Or is it time to re-think a balanced portfolio?

    • 23 min
    Episode #78-One year Anniversary of the COVID Decline

    Episode #78-One year Anniversary of the COVID Decline

    Dave and Steve mark the one year anniversary from the bottom of the stock market’s COVID decline. How far has the market recovered since the March 23rd, 2020 low? They look back on the feelings we all had and the actions that many of us took (or didn’t take) in our portfolios. What would you have done differently? And how can the lessons of the last year help you prepare for next time?

    • 26 min
    Episode #77-Recent Stock Market Losses and Rising Interest Rates

    Episode #77-Recent Stock Market Losses and Rising Interest Rates

    Dave and Steve help listeners make sense over the recent decline in stocks and rapid rise in interest rates. What does it all mean? Why would rising interest rates be bad news for stocks? Is it normal for high growth stocks to be declining so much? Tune in to find out!

    • 26 min
    Episode #76-Average 401K balances and Growth vs Value

    Episode #76-Average 401K balances and Growth vs Value

    Dave and Steve mark one year of socially distanced podcasts by discussing the average 401k balance for Americans broken down by age. Find out how you compare to the rest of the country. After that they wade in to the age old discussion of growth versus value investing. Growth stocks have dominated value for most of the last decade. Will this outperformance continue or is it time for value to shine?

    • 30 min
    Episode #75-Talking Taxes

    Episode #75-Talking Taxes

    In this month’s episode Dave and Steve start off by discussing the GameStop stock saga. If you haven’t heard about it (or don’t understand it), be sure to check it out. With that out of the way, Steve breaks down the biggest financial planning moves that can save you money. Find out about how Roth conversions, Medicare premiums, HSAs and interest taxation can effect your plan!

    • 31 min
    Episode #74-Setting the Stage for 2021

    Episode #74-Setting the Stage for 2021

    As 2020 draws to a close, Dave and Steve look ahead to what 2021 might hold in store. They examine predictions from both bullish and bearish market analysts. Is there any value to listening to these talking heads? Does this change how we position our portfolios?

    • 27 min

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