『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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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
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  • Could An Annuity Fit Your Retirement Plan?

    Could An Annuity Fit Your Retirement Plan?
    2026/07/24

    Are annuities a smart retirement tool or a product to avoid? The answer depends on your plan.

    In this episode of Capitalize on Retirement, David and Brandon break down the four main types of annuities, the most common misconceptions, and the questions worth asking before you consider one.

    This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement strategy.
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    30 分
  • How Inflation Can Impact Your Retirement Plan

    How Inflation Can Impact Your Retirement Plan
    2026/07/10

    Inflation can be one of the quieter risks in retirement because its impact may happen gradually over time.

    In this episode of Capitalize on Retirement, David and Brandon discuss how inflation may affect retirement income, lifestyle spending, and long-term purchasing power.

    They also talk through asset segmentation, including how retirees may think about safety, income, and growth when building a retirement strategy designed around their goals and time horizon.

    This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement strategy.

    Key Topics:

    • Why inflation can be an overlooked retirement risk

    • How rising costs may affect purchasing power over time

    • Why longer retirements can make inflation planning more important

    • The role of Social Security and income gaps in retirement planning

    • How retirees may think about safe, income, and growth buckets

    • Why too much cash may not keep pace with inflation

    • How market risk and inflation risk can both affect retirement outcomes

    • Why income planning and investment planning should be coordinated

    • The importance of building a strategy around personal retirement goals

    • Why retirement planning should balance liquidity, income, and growth
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    15 分
  • Why Tax Planning Matters in Retirement

    Why Tax Planning Matters in Retirement
    2026/06/26

    Taxes may be one of the most overlooked expenses in retirement.

    In this episode of Capitalize on Retirement, David and Brandon discuss how tax-deferred accounts can create future tax liabilities and why retirement tax planning may play an important role in a broader financial strategy.

    They also talk through required minimum distributions, Roth conversions, Medicare premium considerations, inherited IRA rules, and why income, investment, tax, and legacy planning should be coordinated over time.

    This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement strategy.

    Key Topics:

    • Why taxes may become one of the largest expenses in retirement

    • How tax-deferred accounts can create future tax liabilities

    • Why IRA and 401(k) balances may not fully represent what retirees keep

    • Required minimum distributions and their impact on retirement income

    • Roth conversions and tax diversification

    • Why converting too much at once may create unintended tax consequences

    • How Medicare premiums may be affected by income levels

    • The potential impact of tax planning on surviving spouses

    • How the SECURE Act changed inherited IRA rules

    • Why retirement planning should coordinate income, investments, taxes, and legacy goals
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    20 分
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