The Capitalist Investor - Episode 345

In this episode of The Capitalist Investor, Tony and Derek continue their 10-step roadmap to retirement success. If you’re in your mid-50s and want to retire within the next decade—without changing your lifestyle—these final five tips are essential.

Learn how to: 00:00 – Intro: Continuing the 10-Tip Retirement Plan 01:28 – Protect Against Inflation 04:48 – Nail Down Healthcare Coverage (and Max Out Your HSA) 07:02 – Don’t Neglect Insurance (Life, Disability & LTC) 09:40 – Stress-Test Your Retirement Plan 12:35 – Build the Retirement You Actually Want (Bucket List, Gifting, Roth Conversions) 15:28 – Closing Thoughts & How to Connect

Keep Listening to The Capitalist Investor:
Episode 1:
Capitalism vs Socialism
Episode 3:
Impact of a Bernie Sanders Presidency
Episode 4:
Coronavirus, Pandemics, and Your Money
Episode 2:
Is the Stock Market Overvalued?
Episode 5:
What We Consider A Smart Investment Strategy, Ep #5
Episode 6:
Why Investing In IPOs Is Not A Good Idea, Ep #6
Episode 7:
How a Joe Biden Presidency Will Impact Your Portfolio, Ep #7
Episode 11:
The Student Loan Problem: Is Capitalism to Blame? Ep #11