Capitalist Investor

Hosted by Strategic Wealth Partners

Business Education

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Episodes

394

Latest episode

Oct 2026

Language

EN-US

About the show

Check out the "Capitalist Investor" podcast where hosts Derek, Luke and Tony break down complex financial topics and recent market trends with a sharp eye. This podcast is all about getting into the nitty-gritty of things like stock buybacks, tax policies, meme stocks, and a whole lot more. The guys aren’t just brains; they keep things light with a great mix of deep dives and easy banter that keeps you hooked and learning. Whether they’re chatting about Warren Buffett’s latest strategies, how Biden’s tax plans might hit different income levels, or the buzz around a big golf tournament, you’ll come away with a solid grip on how these issues could shake up your financial world. Perfect for investors, retirees, or just anyone keen to keep up with the financial universe, "Capitalist Investor" makes the complex understandable and entertaining.

Listen to episodes

60 recent

October 22, 202614 min

Private Investments in Your 401(k): What You Need to Know

Private equity, private credit and private real estate could soon become more common inside 401(k) plans, opening the door to investments that have traditionally been limited to institutions and wealthy investors. In this episode, the team breaks down the potential benefits and risks of adding private assets to retirement accounts, including diversification, higher fees, limited liquidity and the difficulty of valuing investments that do not trade publicly. They also discuss how these investments could eventually appear inside target date funds, why education and due diligence will be critical and what retirement savers should understand before allocating part of their 401(k) to more complicated private investments.

October 15, 202618 min

Rethinking Retirement: Smarter Strategies for Your Financial Future

One of the most influential voices in retirement research has changed her thinking on three major planning topics, and those shifts could have real implications for retirees and do it yourself investors. In this episode, the team breaks down why retirement planning involves much more than simply choosing investments, including taxes, Social Security, Medicare, income planning and withdrawal strategies. They also discuss the limitations of target date funds as investors move from saving for retirement to actually living on their portfolios. The conversation also examines TIPS and other fixed income strategies, why inflation protected securities may not work exactly the way many investors expect and why owning equities can play an important role in protecting purchasing power over the long term.

October 8, 202613 min

3 Retirement Deadlines You Can’t Afford to Miss Before 2027

With the end of 2026 approaching, there are several important retirement planning deadlines that could impact your taxes, savings and Medicare costs heading into the new year. In this episode, the team breaks down three key areas to review before year end: maximizing 401(k) contributions and catch up provisions, completing Roth conversions before the December 31 deadline and preparing for Medicare open enrollment. They also discuss the new Roth catch up rules for higher earners, how Roth conversions can affect future Medicare premiums and why waiting until the last minute could create unnecessary complications. If you’re nearing retirement or already retired, now is the time to review your numbers and make sure you’re not missing an important year end planning opportunity.

September 17, 202616 min

The Baby Boomer Retirement Wave Is Here: What It Means for Social Security & Your Retirement

The baby boomer retirement wave isn’t coming, it’s already here. In this episode of The Capitalist Investor , the conversation focuses on what record numbers of Americans reaching retirement age could mean for Social Security, Medicare, the labor market, housing, and retirement planning. The discussion covers the growing strain on Social Security, rising healthcare costs, retirement readiness, the concentration of wealth among older Americans, and how a massive generational shift could affect markets and the economy in the years ahead. They also discuss why near-retirees may want to prepare for the possibility of reduced Social Security benefits and the importance of building additional income sources into a retirement plan.

September 10, 202617 min

Using IRAs Strategically in Retirement Planning

For individuals approaching or already in retirement, retirement account structure can become just as important as investment performance. Decisions involving 401(k) plans, traditional IRAs, Roth IRAs, rollovers, and future required distributions can have meaningful tax and planning implications. In this episode, the discussion explores why substantial retirement assets often migrate from employer-sponsored plans into IRAs and what investors should consider once that happens. Topics include traditional versus Roth contributions, backdoor Roth strategies, spousal contributions, income and deductibility limits, in-service distributions, investment flexibility, fees, and the importance of evaluating future tax brackets. The larger point is that there is no universally correct retirement account strategy. Contributions, conversions, and rollovers should be considered within the context of an individual's broader financial and retirement plan.

September 3, 202611 min

2026 Tax Changes and Retirement Planning Considerations

Changes to the tax code can have meaningful consequences for retirement planning, particularly when provisions include income limits, expiration dates, and different rules depending on age or account type. In this episode, Tony Zabiegala and Derek Gabrielsen review several tax provisions affecting retirees and families. Topics include the temporary senior deduction, current tax brackets, estate tax exemptions, Roth conversion timing, new Trump Accounts for minors, and enhanced catch-up contribution limits for certain workers approaching retirement. The discussion emphasizes understanding how these rules may apply to an individual situation rather than treating broad tax changes as universally applicable.

August 27, 202614 min

2026 Market Outlook: Fundamentals, Volatility and Year-End Risk

As 2026 enters its final third, investors face an unusual combination of strong market fundamentals and several potential sources of volatility. In this episode, Tony Zabiegala and Derek Gabrielsen examine what has supported the market so far, including broader market participation, a rotation from growth toward value, and earnings and revenue growth. They also consider what could challenge that outlook, including Federal Reserve uncertainty, the midterm elections, geopolitical developments, energy prices, and the possibility that current earnings strength represents an unusually favorable environment. The conversation emphasizes diversification, appropriate risk tolerance, and maintaining a disciplined investment plan rather than reacting to momentum or attempting to move in and out of the market.

August 13, 202614 min

Evaluating Lifetime Income Options Inside Your 401(k)

Workplace retirement plans are beginning to offer more ways for participants to convert accumulated savings into retirement income. For investors nearing retirement, these options raise an important planning question: should a portion of a 401(k) be used to create a predictable lifetime income stream? In this episode, Derek Gabrielsen, CRPC® and Dave Abate, CFP® discuss the evolution of 401(k) plans, the increasing availability of annuity and lifetime-income options, and the potential limitations of relying too heavily on a single solution. The conversation considers flexibility, spending needs, taxes, investment risk, product quality, and the role these options may play within a broader retirement plan. The discussion is designed to provide educational perspective for investors evaluating how their workplace retirement plan fits into their overall retirement strategy.

August 13, 202617 min

Retirement Spending: Turning a Lifetime of Saving Into a Plan for Living

After spending decades accumulating wealth, shifting into retirement spending can be more difficult than expected. For many retirees, the challenge is not simply determining whether they have enough assets. It is becoming comfortable using those assets without feeling that they are jeopardizing the future. Derek Gabrielsen, CRPC®, and Dave Abate, CFP®, discuss the psychology behind this transition and the role a financial plan can play in evaluating spending decisions. The conversation covers retirement anxiety, individualized spending goals, stress testing, withdrawal sequencing, tax efficiency, lifestyle expenses, and the balance between enjoying wealth today and preserving assets for future generations. This episode offers perspective for investors considering what they ultimately want their retirement assets to accomplish and how a financial plan can help bring structure to those decisions.

August 6, 202615 min

Retirement Planning for Women: Longevity, Income, and Risk

Women often face a different retirement planning equation. Longer life expectancies, career interruptions related to caregiving, lower average retirement savings, and the increased likelihood of managing finances alone later in life can all influence retirement income decisions. This episode examines Social Security timing, survivor benefits, pension elections, long-term care risk, and the role of guaranteed income in creating a more dependable retirement structure. The discussion also explains why married couples should evaluate how the financial plan would function after the death of either spouse. The episode offers a practical framework for understanding these risks and building a retirement plan that can continue working through changing family and financial circumstances.

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