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,

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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,

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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,

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In this episode, Michele Stewart, a wealth strategist at Capital Financial, shares essential strategies for retirement planning, including managing income streams, understanding fixed index annuities, and protecting against health and caregiving costs. Discover actionable steps to secure your financial future and enjoy peace of mind in retirement.

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,

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In this episode Michele Stewart, Wealth Strategist at Capital Financial, discusses essential retirement planning topics, including healthcare, insurance, income strategies, and the importance of personalized plans for a secure future. She emphasizes proactive steps and offer resources to help listeners prepare effectively.

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,

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In this episode, Michele Stewart, a wealth strategist, discusses critical financial planning topics for retirement, including managing rising insurance costs, policy deadlines, and risk mitigation strategies. Learn how to protect your assets and plan effectively for a secure 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,

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In this episode, Michele Stewart discusses essential retirement planning topics including Social Security strategies, healthcare inflation, managing beneficiary updates, and navigating gray divorce. She provides actionable steps and insights 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,

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In this episode, Michele Stewart, a wealth strategist with Capital Financial, shares vital insights on retirement planning tailored for women, addressing longevity risks, market volatility, caregiving impacts, and strategic solutions like guaranteed income. Learn how to craft a personalized, confident retirement plan that aligns with your values and life goals.

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.