『Countdown Retirement with Morgan & Michele』のカバーアート

Countdown Retirement with Morgan & Michele

Countdown Retirement with Morgan & Michele

著者： Michele Stewart Morgan Patrick
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The Morgan & Michele Show brings real conversations about retirement, financial planning, and the life decisions that come with building a secure future. Each episode, Morgan and Michele break down important money topics in a clear, approachable way — from retirement income and tax strategy to market volatility, legacy planning, and protecting what matters most. With a balance of practical guidance and down-to-earth perspective, the show is designed to help pre-retirees and retirees make informed decisions with more clarity and confidence. This aligns with how Capital Financial positions its shows: practical strategies, fresh perspectives, and retirement-focused education for listeners navigating today’s financial landscape.
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  • The Sandwich Generation: Challenges and Strategies

    The Sandwich Generation: Challenges and Strategies
    2026/08/28

    In this episode, Michele Stewart, a wealth strategist with Capital Financial, discusses essential retirement planning topics including managing debt, healthcare, long-term care, and the unique challenges faced by the sandwich generation. Michele will share practical action steps and insights to secure your financial future.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
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    52 分
  • Planning and the Unsettled Financial Landscape

    Planning and the Unsettled Financial Landscape
    2026/08/21

    In this episode, Michele Stewart, a wealth strategist, discusses how to navigate the unsettled financial landscape of 2026. She shares actionable strategies for women approaching retirement, emphasizing the importance of planning, diversification, and understanding fixed index annuities.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
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    53 分
  • Seen, Valued, Heard, and Protected

    Seen, Valued, Heard, and Protected
    2026/08/14

    In this episode, Michelle Stewart and Morgan Patrick discuss the importance of being seen, valued, heard, and protected in retirement planning. They explore strategies like Coach Pete's three bucket system and fixed indexed annuities to help listeners secure their financial future.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    54 分
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