In each high-energy episode, our team discusses topics from the stock market to economics to planning strategies. Recognized by major financial media networks for his keen perspective, Our team updates you in just 30 minutes on what you need to know in today’s markets—in language that’s refreshingly understandable and packed with professional insight.
Ask us questions at info@swpconnect.com.

 

The Capitalist Investor, Episode 354

The Cost of Not Having a Retirement Plan, Episode 354

For individuals approaching retirement with meaningful assets, the greatest risk is often not market performance, but the absence of a ... Watch and Listen Now

 

The Capitalist Investor, Episode 353

What Passing the CFP® Really Means for Your Wealth Strategy, Epi...

Earning the CFP® designation is often viewed as a milestone in financial services, but what does it actually mean for ... Watch and Listen Now

 

The Capitalist Investor, Episode 362

The Biggest Risk Mistake Before Retirement, Episode 362

As retirement approaches, the margin for error narrows. What helped build wealth may no longer be appropriate once income replaces ... Watch and Listen Now

 

The Capitalist Investor, Episode 361

How Middle East Conflict Impacts Markets and Inflation, Episode 3...

For investors approaching or in retirement, global conflict introduces a different kind of risk. Not just market volatility, but pressure ... Watch and Listen Now

 

The Capitalist Investor, Episode 360

Why Market Volatility Feels Worse Than It Is, Episode 360

Many investors nearing or in retirement are asking whether recent volatility signals something deeper in the market. When you have ... Watch and Listen Now

 

The Capitalist Investor, Episode 359

The Truth About Debt Before You Retire, Episode 359

You can have a million-dollar portfolio, but if half of it belongs to the bank, you may not truly have ... Watch and Listen Now

 

The Capitalist Investor, Episode 358

Should You Take the Pension or the $1.2M?, Episode 358

If you are approaching retirement with substantial assets, decisions like portfolio rebalancing and pension elections are not small technical details. ... Watch and Listen Now

 

The Capitalist Investor, Episode 357

Approaching Retirement. Why Timeline Matters More Than Market Ret...

If you are nearing retirement, the biggest investment risk may not be market performance but whether you have enough time ... Watch and Listen Now