Plan For Life Now

Capitol Retirement Strategies
  • 5.0 (2)
  • EDUCATION
Plan For Life Now

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

  1. Episode #115: The Trump (Gravy?) Train

    NOV 14

    Episode #115: The Trump (Gravy?) Train

    The Trump (Gravy?) Train It’s a special election recap episode! What will a second Trump presidency mean for your money? Dave and Steve go over the Pros, the Cons, the Neo Cons… You name it, they will cover it on episode #115 of Plan For Life Now.

    22 min
  2. Episode #114: Frothy the Dow Man*

    SEP 13

    Episode #114: Frothy the Dow Man*

    Just in case you didn’t believe we were a Washington DC area firm, we decided to take the month of August off from podcasting. So we start with our summer recap, including Steve’s trip to Colorado and Dave’s rare use of the word “frothy” to describe the market’s big returns in July. We also give a stern warning on falling prey to presidential politics and investment emotions. All this and more on episode——of PFLN. *Best Pod title ever if the Dow Jones was pronounced the “Dough Jones”

    27 min
  3. Episode #113 - Election Correction?

    JUL 15

    Episode #113 - Election Correction?

    It could be Trump. It could be Biden. As of this recording, it could even be someone not born during the Roosevelt administration (Franklin, not Teddy, although it seems like Teddy). In any case , Steve and Dave debate whether this election will lead to a market correction. Plus, you’ll meet Harry Dent-The Bear of all Bears. Forget “Nervous Nellie”, this guy is “ Hair On Fire Nellie”! All this and more on episode—-of Plan For Life Now.

    33 min
  4. Episode #112: Bubble Trouble?

    JUN 3

    Episode #112: Bubble Trouble?

    After a brief epilogue on Tony Robbins’ out of touch financial advice (great tips if you’re “The Billionaire Next Door”, not so hot for the bottom 99.9999%), we delve into what may be the next great investment bubble, AI. Dave’s a big fan of Professor Scott Galloway, and he is predicting that the AI bubble will burst. So if you’re not quite ready for the “Mr Roboto* Revolution”, Episode 112 of Plan For Life Now is definitely for you!

    29 min
  5. Episode #111: RIP Danny K!

    APR 10

    Episode #111: RIP Danny K!

    The podcast starts with Steve’s look back at the life and times of Daniel Kahneman. Who’s Daniel Kahneman (Said everyone with a life and/or hobby)? He’s a psychologist whose theories on human behavior have had a profound effect on the world of finance…Oh, that Daniel Kahneman!! We also discuss some questionable investment advice from another guy who knows a thing or two about human behavior, motivational speaker Tony Robbins. So if you’re a human and have ever exhibited behavior, you’ll love episode——of Plan For Life Now.

    29 min
  6. Episode #110: Play It Again Scam

    MAR 6

    Episode #110: Play It Again Scam

    Nobody wants to be the victim of a financial scam, yet they are becoming more prevalent and exotic every day. The story of one such incident, that Steve relays in this podcast, is fascinating, terrifying and informative all at the same time! Episode 110 of Plan For Life is a must listen, and a must lesson, for all of us.

    23 min
  7. Episode #109: 2024-The Year Of Noise

    JAN 31

    Episode #109: 2024-The Year Of Noise

    In episode 109 of Plan For Life Now, Steve and Dave give a detailed overview of what happened in the markets in 2023 (Good Stuff) versus what happened in 2022 (Bad Stuff). All of this as a data point for what may occur in 2024. But regardless of market results, their hypothesis is to buckle up for an election year like no other!

    21 min
  8. Episode #108: Charlie we Hardly Knew Ye*

    12/20/2023

    Episode #108: Charlie we Hardly Knew Ye*

    It’s a festive episode for this holiday season, with a lot cool gifts-Like the stock market, the bond market, and the 60/40 portfolio! Also, a special tribute to the late, great Charlie Munger. If you’ve never heard of him, listen and find out about one of money’s wisest men. And finally, don’t always take the advice of those famous financial pundits. So there’s presents, a wise man, and a grinch…a perfect recipe for episode 108 of Plan For Life Now. *Actually, he lived to 99, so we knew ye pretty well

    23 min
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Ratings & Reviews

5
out of 5
2 Ratings

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 - 2024
  • Episodes
    122
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Plan For Life Now

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