103 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
    • 5.0 • 2 Ratings

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

    Podcast #96 Thanksgiving Potpourri

    Podcast #96 Thanksgiving Potpourri

    Steve and Dave cover a variety of topics including the dangers of market timing, some surprising tips on “TIPS” (and Gold, but that didn’t sound clever), and a negative spin on the advancement of Alzheimer's testing. Along the way, you’ll be introduced to the “When They Say It’s Dead It’s Very Much Alive Fund”. It will all make sense when you listen to episode 96 of Plan For Life Now

    • 30 min
    2022 10 13 Podcast #95 - Theories About Market Theories

    2022 10 13 Podcast #95 - Theories About Market Theories

    Steve and Dave delve into all of the predictions and theories about where this volatile stock market is headed. Have you heard the one about what stocks will do after the Midterm elections? Steve and Dave have…many times! If you’ve been wondering if our 95th podcast will lead to the market going up 9.5% in 95 days, then this episode is definitely for you!

    • 26 min
    Episode #94-Where did Summer Go?

    Episode #94-Where did Summer Go?

    The endless summer is ending, and on this episode of PFLN, Dave ponders this fact from his patio in Ocean View, DE. We also learn about his pickleball performance at the Maryland Senior Olympics, which was eerily similar to the stock market in August-weak and seemingly lifeless. Steve points out some interesting “glass half full” points about the future of the stock and bond markets, and there’s a passionate discussion about what retirees are really worried about these days.

    • 29 min
    Episode #94: How Low Can It Go?

    Episode #94: How Low Can It Go?

    There is no other word to describe recent stock and bond returns, other than awful. The six months ending June 30th ranked in the bottom 2% in history for a balanced portfolio. Dave and Steve discuss the current state of the markets and what we should expect for the rest of the year. What will the Secure Act 2.0 mean for your RMDs? Should I buy I bonds right now? And why are so many people filing early for social security? Hear all this and more in the latest episode!

    • 25 min
    Episode #92: The Bear Has Arrived

    Episode #92: The Bear Has Arrived

    After flirting with the magical 20% barrier, stocks officially closed in a bear market. What does this mean for the average retiree? How long does the typical bear market last and how fast is the average recovery? How should you have your assets allocated between different asset classes? Also, find out which famous (infamous?) internet ad is mysteriously absent during a bear market and why it drives Dave crazy. Tune in to hear all of this and more in the latest episode!

    • 22 min
    Episode #91 - Are We In A Bear Market?

    Episode #91 - Are We In A Bear Market?

    As the stock market continues to decline, Dave and Steve weigh in with their thoughts and look back at past bear markets. What can we learn from the past declines and how does it relate to today? They also discuss what it feels like to retire and start spending retirement assets in this environment. Is the 4% rule still applicable today? Tune in to hear it all!

    • 26 min

Customer Reviews

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2 Ratings

HannMu12345 ,

Great podcast

Very informative!

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