『Capitalize on Retirement』のカバーアート

Capitalize on Retirement

Capitalize on Retirement

著者: David Domenick Jr. & Brandon Domenick
無料で聴く

このコンテンツについて

Tune in to Capitalize on Retirement, a podcast hosted by David and Brandon Domenick from Capital A Wealth Management, dedicated to helping you make the most out of your retirement. Join your hosts as they cover various retirement strategies, investment opportunities, and financial tactics that can assist you in achieving a secure and fulfilling retirement. Whether you're just starting to plan for retirement or are already enjoying the benefits of being retired, this podcast has something for everyone. Listen in to start building the retirement you've always dreamed of. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. CAWM, Capital A Insurance, LLC (CAI) and Capital A Tax Solutions, LLC (CATS) are affiliated under common ownership. Insurance services and products are offered through (CAI). Tax services are done under CATS only. MAS does not give any tax or legal advice. CAWM, KFS, CAI & CATS are not affiliated with MAS. A Roth Conversion is a taxable event. Past performance is no guarantee of future investment performance or success. The information and opinions contained herein provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Capital A Wealth Management. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Our firm is not affiliated with or endorsed by the US Government or any governmental agency.2025
エピソード
  • The One Big Beautiful Bill Act with Tom Siomades
    2025/09/18

    Kick off the first episode of Capitalize on Retirement as hosts David Domenick Jr. and Brandon Domenick sit down with Tom Siomades, Chief Market Economist at AE Wealth Management. In this episode, they cover the “One Big Beautiful Bill Act" unpacking what investors and retirees need to know. Discover how this legislation could impact retirement planning, tax strategies, and overall wealth management. Whether you’re nearing retirement, or years away this episode offers actionable insights and expert commentary you won’t want to miss.

    続きを読む 一部表示
    39 分
まだレビューはありません