『Capitalize on Retirement』のカバーアート

Capitalize on Retirement

Capitalize on Retirement

著者： David Domenick Jr. & Brandon Domenick
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概要

 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 個人ファイナンス 経済学
エピソード
  • Trump Accounts

    Trump Accounts
    2026/02/27

    In this episode, David and Brandon break down everything you need to know about these new government-backed investment accounts for newborns.

    Here's what we cover:

    • Who qualifies
    • The automatic $1,000 government contribution
    • How to open the account
    • Contribution rules
    • Employer contribution opportunities
    • Investment options

    Form 4547 (December 2025)
    Trump Account Election Form - IRS Form 4547
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    18 分
  • Markets, Diversification, & the Risks No One's Talking About in 2026

    Markets, Diversification, & the Risks No One's Talking About in 2026
    2026/02/20

    After three straight years of 15%+ S&P 500 returns, investors have enjoyed a strong run. But as we head further into 2026, the focus shifts from excitement to preparation.
    In this episode, David and Brandon discuss:
    Why this stretch of market performance is historically rare
    Why volatility may increase
    The importance of true diversification (and why more funds doesn't always mean diversified)
    Why inflation could be the biggest long-term risk
    Why this is a planning environment not a panic environment

    It's all about protecting gains, staying disciplined, and making intentional decisions for your financial future.
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    23 分
  • Direct Indexing vs. ETFs vs. Mutual Funds

    Direct Indexing vs. ETFs vs. Mutual Funds
    2026/02/07

    In this episode, David and Brandon walk through one of the most common questions we hear: What's the difference between mutual funds, ETFs, and direct indexing and why does it matter? They walk through how investing has evolved and why direct indexing has become one of the fastest-growing investment approaches, especially for investors focused on tax efficiency and flexibility:

    • How direct indexing differs from traditional mutual funds and ETFs
    • Why owning individual stocks can create meaningful tax advantages
    • How tax-loss harvesting can help reduce capital gains over time
    • When direct indexing makes the most sense (and when it doesn't)
    • Why customization and control matter for long-term investors
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    25 分
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