Skip to content
Request a conversation with an Advisor

Smart Money Moves for Your 50s (Part 1)

The Capitalist Investor Episode 344
Listen on Apple Podcasts Listen on Spotify Additional platforms

You’re in your mid-50s, most boxes are checked, and you’re asking: Can I retire in the next 10 years? Tony Zabiegala and Derek Gabrielsen share 5 practical moves to help you retire confidently—without panic or a lifestyle overhaul.

In this episode (Part 1):

➧ Get your numbers right — build a real budget (no guessing).

➧ Eliminate bad debt — prioritize high-interest balances first.

➧ Max out tax-advantaged accounts — use catch-ups while you can.

➧ Rethink your investment mix — align risk with your plan, avoid tinkering.

➧ Create a “second act” income — small side income can accelerate the timeline.

👉 Part 2 drops next week with five more tips to finish your plan.

Chapters

00:23 – The plan: 10 tips over two episodes

00:34 – Today’s focus: the first 5 tips (Part 1)

01:13 – Tip 1: Get your numbers right (budget)

04:26 – Tip 2: Eliminate bad debt (what to prioritize)

06:26 – Tip 3: Max tax-advantaged accounts + catch-ups

08:37 – Tip 4: Rethink your investment mix (avoid tinkering)

11:17 – Tip 5: Create a second-act income stream

13:13 – Wrap + why the budget is the foundation

 

#RetirementPlanning #FinancialFreedom #WealthManagement #Investing #TheCapitalistInvestor #StrategicWealthPartners

Listen on Apple Podcasts Listen on Spotify Additional platforms