Plan For Life Now

By Capitol Retirement Strategies

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Subscribers: 2
Reviews: 0
Episodes: 136

Description

We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.

Episode Date
Episode #129: Raging Bull
May 29, 2026
Episode #128: Party Like it's 1929
Apr 24, 2026
Episode #127: March MadnAIs
Mar 18, 2026
Episode #126: Only a Little bit of Coin is Left
Feb 11, 2026
Episode #125: What's Next?
Jan 06, 2026
Episode #124: The AI Quandry
Nov 19, 2025
Episode #123: Dave had a Dream
Oct 17, 2025
Episode #122: Summering at the Cambridge Conference
Sep 18, 2025
Episode #121: You, Me and the BBB
Jul 24, 2025
Episode #120: Calm After the Storm
Jun 04, 2025
Episode #119: Tariff Trouble
Apr 08, 2025
Episode #118: March Sadness
Mar 14, 2025
Episode #117: The Federal Retirement Pod
Jan 29, 2025
Episode #116: Lessons to Live By
Dec 17, 2024
Episode #115: The Trump (Gravy?) Train
Nov 14, 2024
Episode #114: Frothy the Dow Man*
Sep 13, 2024
Episode #113 - Election Correction?
Jul 15, 2024
Episode #112: Bubble Trouble?
Jun 03, 2024
Episode #111: RIP Danny K!
Apr 10, 2024
Episode #110: Play It Again Scam
Mar 06, 2024
Episode #109: 2024-The Year Of Noise
Jan 31, 2024
Episode #108: Charlie we Hardly Knew Ye*
Dec 20, 2023
Episode #107: The World is Unpredictable
Nov 08, 2023
Episode #106: New Federal Long Term Care Insurance Price Hike!
Sep 20, 2023
Episode #105: Fear And Loathing in Retirement?
Sep 01, 2023
Episode #104: Scary Financial Scare Tactics
Aug 07, 2023
Episode #103: Cash on the Sidelines?
Jul 05, 2023
2023 5 31 - The Psychology Of Money
Jun 07, 2023
Episode #100*
May 02, 2023
Episode #100: Too Big to Fail
Mar 21, 2023
Episode #99: Interesting take on Interest Rates
Mar 06, 2023
Episode #98: Will it be a happy 23?
Feb 03, 2023
Episode #97: Wrapping up 2022
Dec 30, 2022
Podcast #96 Thanksgiving Potpourri
Nov 23, 2022
2022 10 13 Podcast #95 - Theories About Market Theories
Oct 20, 2022
Episode #94-Where did Summer Go?
Sep 08, 2022
Episode #94: How Low Can It Go?
Jul 26, 2022
Episode #92: The Bear Has Arrived
Jun 14, 2022
Episode #91 - Are We In A Bear Market?
May 17, 2022
Episode #90 - The Current State Of The Market And Listener Questions
May 02, 2022
Episode #89: Is this the start of the next bear market?
Mar 14, 2022
Episode #88-An Ugly Start to 2022
Jan 31, 2022
Episode 87 - Long Term Market Assumptions: Looking back and looking forward
Jan 18, 2022
Episode #86 - How To Prepare For Higher Taxes
Dec 09, 2021
Episode #85: Inflation Rears Its Ugly Head
Nov 16, 2021
Episode #84 Outrage Marketing In The World Of Personal Finance
Oct 18, 2021
Episode #83-Things that Might or Might not Happen in 2021
Sep 09, 2021
Episode #82-Diversifying isn't Zesty
Aug 17, 2021
Episode #81-Is Inflation Here to Stay?
Jul 06, 2021
Episode #80-Five Big Money Risks in Retirement
Jun 08, 2021
Episode #79-The Future of Meetings and the Death of the 60/40 Portfolio
Apr 19, 2021
Episode #78-One year Anniversary of the COVID Decline
Mar 25, 2021
Episode #77-Recent Stock Market Losses and Rising Interest Rates
Mar 11, 2021
Episode #76-Average 401K balances and Growth vs Value
Mar 01, 2021
Episode #75-Talking Taxes
Feb 01, 2021
Episode #74-Setting the Stage for 2021
Jan 04, 2021
Episode #73-Conventional Wisdom And Investing
Nov 25, 2020
Episode #72 Which Political Party Is Better For The Stock Market
Oct 22, 2020
Episode #71-Gambling, Inflation And Scams
Sep 17, 2020
2020 8 20 How Well Do You Know Social Security Rules
Aug 17, 2020
2020 7 17 The Impact On Savers And 10 Year Predictions
Jul 21, 2020
Episode #68-When To Sell Stocks
Jun 23, 2020
Episode #67 Coronavirus Update and Social Security COLA
May 27, 2020
Episode# 66-What to do if you Retire Right Before Coronavirus
Apr 23, 2020
Episode #65: Old Man Dividend And The Long Term Effects Of Stimulus
Apr 06, 2020
Episode #64- More Coronavirus Updates
Mar 18, 2020
Episode #63 - Coronavirus Update
Mar 02, 2020
Episode #62- What We Don't Know About Stocks
Feb 20, 2020
Episode #61 - SECURE Act and 2020 Outlook
Jan 15, 2020
2019 12 18 SECURE Act And Dave's Friend
Dec 23, 2019
2019 11 18 Late Cycle Investor Overconfidence
Dec 02, 2019
Episode #58-Politics And A Guide To Uncertain Markets
Oct 07, 2019
Episode #57-Retirement Grabbag
Sep 12, 2019
Episode #56-Spend Safely in Retirement Strategy(SSiRS)
Aug 13, 2019
Episode #55 - Client Case Study
Jul 24, 2019
Episode #54 Barry Ritholtz And 10 Things You Should Never Say In Finance
Jun 17, 2019
Episode #53-Golf Lessons And Buying In
May 28, 2019
Episode #52 Talking Heads In Finance
Apr 25, 2019
Episode #51-Market Updates and LTC Changes
Mar 27, 2019
50th Episode: 50th Show
Feb 21, 2019
Episode #49: 2019 Government Shutdown And Barry Ritholtz
Jan 17, 2019
Episode 48: Old Man Dividend Returns!
Dec 14, 2018
Episode 47: Client Concerns In A Falling Market
Nov 21, 2018
Episode 46: Volatility Is Back!
Oct 26, 2018
Episode 45: 10 Year Anniversary And Professor Fritz Meyer
Sep 19, 2018
Episode 44: Market Update And The Half - Life Of Investment Ideas
Aug 31, 2018
Episode 43: Value Added Services Of An Advisor
Jul 25, 2018
Episode 42: QCDs And Corporate Debt
Jun 20, 2018
Episode 41: OPM Recommendations For Pension Changes
May 29, 2018
Episode 40: Financial Independence Retire Early
May 04, 2018
Episode 39: Long Term Care Insurance
Mar 23, 2018
Episode 38: The Four Horseman Of Retirement Planning
Mar 13, 2018
Episode 37: Market Volatility
Feb 13, 2018
Episode 36: Town Courier Profile On Capitol Retirement Strategies
Jan 19, 2018
Episode 35: Humility In Investing And Bitcoin
Dec 20, 2017
Episode 34: Tax Reform, Social Secuirty And $1M Poverty
Dec 06, 2017
Episode 33: The Cycle Of Investor Emotions
Nov 17, 2017
Episode 32: Tax Reform 401k Contribution Limits
Nov 06, 2017
10/16: Richard Thaler's Nobel Prize
Oct 20, 2017
9/13: The Never Ending Bull Market And Sequence Of Returns
Sep 25, 2017
8/25/17: The Value Of Financial Advice
Sep 05, 2017
8/3/17: Financial Planning In The Buffet Line
Aug 10, 2017
7/23: Dave's Pet Peeves
Jul 28, 2017
7/7: The Meaning Of Financial Independence
Jul 07, 2017
6/29: Investor Fears
Jun 29, 2017
6/12: Health Care Costs In Retirement
Jun 14, 2017
2017 5 11 Take A Look At The Next Bear Market
May 19, 2017
5/5: Questions And Answers
May 05, 2017
2017 4 7 Confessions Of A Personal Finance Writer
Apr 20, 2017
2017 3 21 Investing Opinions From Really Smart People
Mar 29, 2017
3/15: Warren Buffett's Annual Letter And An LTCi Update
Mar 15, 2017
2017 2 23 The Pros And Cons Of Investing Under President Trump
Feb 28, 2017
2017 2 3 Minimalism, Blueprints And Fiduciaries
Feb 07, 2017
1/13: Why Diversification Still Makes Sense
Jan 18, 2017
1/4/17: Let History Be Our Guide for Investing in 2017
Jan 06, 2017
12/15: Dave Interviewed For The NY Times About LTCi
Dec 15, 2016
12/8 - Do You Need A Financial Advisor?
Dec 08, 2016
11/29 - Losses in Bonds and John Hancock LTC
Nov 29, 2016
11/9 - Post Election Discussion
Nov 10, 2016
11/2 - Expected Rates Of Return And LTCi Awareness
Nov 01, 2016
10/25 - Social Security COLA
Oct 25, 2016
10/18 - QCDs And LTC
Oct 18, 2016
10/4 - Presidential Elections And Stock Market Returns
Oct 04, 2016
9/30 - Sam Huff LTC And Social Security
Sep 30, 2016
9/16 - Skins, LTC, Wells Fargo
Sep 16, 2016
Plan For Life Now - 9/1
Sep 07, 2016
Plan For Life Now - 7/29
Jul 29, 2016
Plan For Life Now - The Podcast - 7/22
Jul 22, 2016
Plan For Life Now- The Podcast - 6/24/16
Jun 26, 2016
Plan for Life Now - 6/19/16
Jun 21, 2016
PFLN (Telescoped) For 061216
Jun 10, 2016
Plan For Life Now - 05/29/16
Jun 10, 2016
Plan for Life Now - 5/22/16
May 19, 2016
Plan For Life Now - 05/15/16
May 17, 2016
Plan for Life Now - 05/08/16
May 12, 2016
Plan for Life Now - 04/17/16
May 12, 2016