Live Rich: The Capstone Strategy

Roxanne Theodoropoulos
  • ٥٫٠ (٩)
  • استثمار

Welcome to Live Rich: The Capstone Strategy, the podcast for people 55 and over who believe wealth is a tool for living — not just a number on a statement. Hosted by Roxanne Theodoropoulos, who understands the real priorities of retirement and legacy. This show explores how to maximize your financial freedom, purpose, and joy in the final — and most meaningful — chapter of life. We break down smart, value-driven strategies for spending, giving, and living richly now, not later. From optimizing retirement income and tax planning to leaving a legacy that’s more than just money, each episode equips you with the tools to finish well — and live fully. Because you didn’t work this hard just to die rich.

الحلقات

  1. قبل ٤ أيام

    AI Boom Versus Dot-Com Bubble: Will The Market React The Same

    This episode explores the similarities and differences between the dot-com bubble and the current AI boom, focusing on market dynamics, investment strategies, and the importance of planning for market corrections.

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  2. ٥ مايو

    Help With Long-Term Care Questions

    This episode tackles the often-overlooked topic of long-term healthcare planning, emphasizing the importance of early conversations, financial strategies, and choosing the right care options to ensure peace of mind in later years.

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  3. ٧ أبريل

    Worth The Risk? Growth Vs Safety

    In this episode, Roxanne from Capstone Wealth shares her investment philosophy focused on risk management, strategic distribution, and personalized financial planning. She discusses how to balance growth with safety, the importance of intentional distribution, and how to align investments with life goals.

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  4. ٣ مارس

    You're Invited to the Capstone Wealth Symposium

    In this episode of the Live Rich Capstone Experience, Roxanne Theodoropoulos, founder of Capstone Wealth, shares insights on how her firm approaches retirement planning, investment risk management, and the importance of strategic distributions. If you're curious about how to protect and grow your wealth with purpose, this episode is a must-listen. Note: Be sure to register early for the April 14th event at the Hotel Eastport in The Villages, Florida. It’s a full-day session packed with expert insights and strategies to enhance your retirement income and tax efficiency.

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  5. ١٠ فبراير

    Structured Notes: What are you Missing

    In this podcast episode, Roxanne Theodoropoulos, founder and president of Capstone Wealth, discusses the intricacies of structured notes, a hybrid investment product that combines features of bonds and stocks. She explains how structured notes can be tailored to meet individual risk appetites and yield expectations, making them a versatile option for investors, particularly retirees. The conversation also delves into the historical context of structured notes, their accessibility, and the importance of financial advisors in educating clients about these investment vehicles. Roxanne shares real-life success stories of clients who have benefited from structured notes, emphasizing the potential for enhanced financial security and the ability to enjoy wealth in retirement.

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  6. ٢٠ يناير

    What High-Income Retirees Need to Know About Medicare Costs in 2026

    In this episode of Live Rich, the Capstone Strategy, Roxanne Theodoropoulos discusses the complexities of Medicare costs for high-income earners, focusing on the Income Related Monthly Adjustment Amount (IRMAA) and its implications. She explores the importance of tax planning in relation to Medicare premiums, the impact of life events on income and Medicare adjustments, and the relationship between Social Security cost-of-living adjustments and Medicare increases. The conversation emphasizes the need for proactive financial planning to navigate these challenges effectively.

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  7. ٠٩‏/١٢‏/٢٠٢٥

    Tax Strategies for the end of the Year and Beyond

    In this episode, Roxanne discusses essential tax strategies to consider before the end of the year. They emphasize the importance of timely actions regarding taxes, including Roth conversions, gifting strategies, and tax loss harvesting. Roxanne shares insights on how to maximize tax benefits and avoid penalties, while also highlighting the significance of building trust and transparency in financial planning. The conversation aims to empower listeners to take control of their financial futures and minimize tax liabilities legally.

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  8. ٠٤‏/١١‏/٢٠٢٥

    Identify if You're being Targeted for an Annuity

    In this episode of the Live Rich podcast, host Roxanne Theodoropoulos discusses the complexities of annuities, particularly during the fall season when retirees are targeted by aggressive marketing tactics. She emphasizes the importance of understanding the sales tactics used by some financial advisors and the potential pitfalls of committing to annuities without proper guidance. The conversation highlights the need for retirees to be informed and cautious when making financial decisions, advocating for a fiduciary approach to financial planning.

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  9. ٠٧‏/١٠‏/٢٠٢٥

    Off the Beaten Fund: All About Alternative Investments

    In this episode of Live Rich, host Roxanne Theodoropoulos discusses the concept of alternative investments, particularly in the context of retirement planning and 401(k) plans. The conversation covers the definition of alternative investments, their risks, and the evolution of 401(k) plans over the years. Roxanne emphasizes the importance of education regarding these investments, especially for younger individuals, and explores specific types of alternative investments like Real Estate Investment Trusts (REITs).

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  10. ٠٩‏/٠٩‏/٢٠٢٥

    Time to Stop Reinvesting!

    In this episode of Live Rich, Roxanne Theodoropoulos discusses the importance of using money to create a fulfilling life rather than simply accumulating wealth. She delves into the topic of dividends and the common practice of reinvesting them, arguing that retirees should consider enjoying their dividends instead. The conversation emphasizes the need for customized financial planning and the dangers of complacency in investment strategies, particularly as one approaches retirement. Roxanne encourages listeners to rethink traditional financial advice and focus on living richly in the present.

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  11. ٠٥‏/٠٨‏/٢٠٢٥

    Diversified and Doomed.

    In this episode of Live Rich, host Roxanne Theodoropoulos discusses the importance of enjoying retirement and rethinking traditional financial strategies. She emphasizes the need for retirees to understand the purpose of their money and explore alternative investment options that can provide consistent income, even during market downturns. The conversation highlights the psychological barriers retirees face when it comes to spending their savings and the benefits of proactive financial planning.

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  12. ٢٦‏/٠٦‏/٢٠٢٥

    Get Over Your Spending Guilt

    In this episode of the Live Rich podcast, Roxanne Theodoropoulos, a certified financial planner, shares her journey from a challenging childhood to becoming a financial expert. She discusses the importance of shifting mindsets from saving to spending, especially during retirement. Roxanne emphasizes the need to break the guilt associated with spending money and highlights strategies for enjoying wealth while planning for longevity. The conversation also touches on creating lasting memories with loved ones and the true essence of living rich.

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  • ١٢ حلقة

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Welcome to Live Rich: The Capstone Strategy, the podcast for people 55 and over who believe wealth is a tool for living — not just a number on a statement. Hosted by Roxanne Theodoropoulos, who understands the real priorities of retirement and legacy. This show explores how to maximize your financial freedom, purpose, and joy in the final — and most meaningful — chapter of life. We break down smart, value-driven strategies for spending, giving, and living richly now, not later. From optimizing retirement income and tax planning to leaving a legacy that’s more than just money, each episode equips you with the tools to finish well — and live fully. Because you didn’t work this hard just to die rich.

المعلومات

  • صناع العمل
    Roxanne Theodoropoulos
  • سنوات النشاط
    ٢٠٢٥ - ٢٠٢٦
  • الحلقات
    ١٢
  • التقييم
    ملائم
  • حقوق النشر
    © 2026 Live Rich: The Capstone Strategy
  • موقع البرنامج على الويب
    Live Rich: The Capstone Strategy