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Level Up - Mark Tepper
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Why 2025 Could Be the Smartest Year to Retire, Episode 339

With all the market noise and new policy changes in 2025, many experts are saying this could be the smartest year ... Read More

 

Are You Underspending in Retirement? Why Most Retirees Could Enjo...

Most retirees think about saving in retirement — but what if the real challenge is that you’re underspending? In this ... Read More

 

Black Swan Events: Protecting Your Retirement from the Unexpected...

Remember the supply chain mess of 2020? Or the sudden market drop of 2022? Those were “black swans” — rare, unpredictable events that ... Read More

 

Dividend Stocks: Smart Income or Dangerous Yield Trap? Episode 33...

Dividend stocks have been a staple of defensive investing for decades. But in today’s market where interest rates, inflation, ... Read More

 

Meme Stocks, AI & Thematic Investing: Real Opportunity or Hy...

In this week’s episode of The Capitalist Investor, hosts Tony Zabiegala and Derek Gabrielsen dive into one of the ... Read More

 

Is the 60/40 Portfolio Making a Comeback? | Bonds, Rate Cuts ...

For decades, the 60/40 portfolio (60% stocks, 40% bonds) was considered the gold standard for retirement planning. But after years of low yields, ... Read More

 

“Cookie Cutter” Financial Advice from TV is Wrecking Retireme...

This week on The Capitalist Investor, Tony calls in Dave Abate to break down the “cookie-cutter” financial advice that dominates ... Read More

 

3 Investment Strategies You Won’t Hear From Most Advisors, Epis...

On this episode of The Capitalist Investor, we break down three powerful investment strategies that are typically reserved for high-net-worth ... Read More