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Level Up - Mark Tepper
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5 Retirement Truths Advisors Don’t Talk About

Derek and Dave break down five powerful truths about retirement that most advisors never bring up. On this week’s ... Read More

 

Dopamine vs. Discipline: How Your Brain Impacts Your Wealth

Your brain can be your greatest asset—or your biggest enemy—when it comes to building wealth. In this episode ... Read More

 

Retire Confidently in Your 50s (Part 2) | The Final 5 Tips You Ca...

In this episode of The Capitalist Investor, Tony and Derek continue their 10-step roadmap to retirement success. If you’re ... Read More

 

Smart Money Moves for Your 50s (Part 1)

You’re in your mid-50s, most boxes are checked, and you’re asking: Can I retire in the next 10 ... Read More

 

Even Smart DIY Investors Are Missing This: Why Professional Advic...

You’ve done everything right — built your portfolio, paid off your home, and managed your money for years. But even ... Read More

 

Retirement Isn’t the Finish Line — It’s the Next Chapter, E...

For decades, retirement has been sold as the finish line — a time to relax and coast into the sunset. But ... Read More

 

Why You Shouldn’t Take Market Crash Advice from YouTubers

Can you really trust financial influencers who predict the next market crash? Tony and Derek break down the YouTube investing ... Read More

 

Say Goodbye to a Key 401(k) Tax Break in 2026, Episode 340

Employees over age 50 making more than $150,000 are about to lose a major tax break in 2026. Congress is eliminating the deductibility ... Read More