Capitalist Investor
Check out the "Capitalist Investor" podcast where hosts Derek, Luke and Tony break down complex financial topics and recent market trends with a sharp eye. This podcast is all about getting into the nitty-gritty of things like stock buybacks, tax policies, meme stocks, and a whole lot more. The guys aren’t just brains; they keep things light with a great mix of deep dives and easy banter that keeps you hooked and learning. Whether they’re chatting about Warren Buffett’s latest strategies, how Biden’s tax plans might hit different income levels, or the buzz around a big golf tournament, you’ll come away with a solid grip on how these issues could shake up your financial world. Perfect for investors, retirees, or just anyone keen to keep up with the financial universe, "Capitalist Investor" makes the complex understandable and entertaining.
Episodes
390 episodes
Using IRAs Strategically in Retirement Planning
For individuals approaching or already in retirement, retirement account structure can become just as important as investment performance. Decisions involving 401(k) plans, traditional IRAs, Roth IRAs, rollovers, and future required distributio...
2026 Tax Changes and Retirement Planning Considerations
Changes to the tax code can have meaningful consequences for retirement planning, particularly when provisions include income limits, expiration dates, and different rules depending on age or account type. In this episode, Tony Zabi...
2026 Market Outlook: Fundamentals, Volatility and Year-End Risk
As 2026 enters its final third, investors face an unusual combination of strong market fundamentals and several potential sources of volatility. In this episode, Tony Zabiegala and Derek Gabrielsen examine what has supported the mar...
Evaluating Lifetime Income Options Inside Your 401(k)
Workplace retirement plans are beginning to offer more ways for participants to convert accumulated savings into retirement income. For investors nearing retirement, these options raise an important planning question: should a portion of a 401(...
Retirement Spending: Turning a Lifetime of Saving Into a Plan for Living
After spending decades accumulating wealth, shifting into retirement spending can be more difficult than expected. For many retirees, the challenge is not simply determining whether they have enough assets. It is becoming comfortable using thos...
Retirement Planning for Women: Longevity, Income, and Risk
Women often face a different retirement planning equation. Longer life expectancies, career interruptions related to caregiving, lower average retirement savings, and the increased likelihood of managing finances alone later in life can all inf...
Roth Conversion Planning in Retirement: Taxes, RMDs, and Legacy
Roth conversions can provide meaningful tax-planning flexibility, but they are not automatically appropriate for every investor. The decision depends on current income, expected future tax rates, required minimum distributions, Medicare conside...
Retiring Into a Bear Market: Managing Sequence Risk
Retiring into a bear market can put even a well-funded retirement plan under immediate pressure. The danger is not only the decline itself, but having to fund spending from depressed investments—and making emotional decisions that lock in losse...
Sticky Inflation, Interest Rates and What Investors Should Do Next
Rate cuts were expected at the beginning of 2026. Then inflation concerns and rising energy prices put potential rate hikes back on the table. Now, the latest inflation data has changed the outlook once again.In this episode of The Capit...
Immigration, Housing Costs and Retirement: What the Fed Study Really Says
The Federal Reserve just released data linking immigration to housing market trends. Learn how rising house prices impact your retirement.This episode of The Capitalist Investor examines recent research from the Federal Reserve regardin...
Common IRA Mistakes That Could Hurt Your Retirement Plan
Roth or traditional IRA? 401(k) or IRA? Tax deduction now or tax-free withdrawals later?These are common questions when saving for retirement, but many people get stuck trying to make the “perfect” decision and end up delaying the most ...
Why More People Are Tapping Their 401(k)s Early
A record number of Americans are tapping their 401(k)s through hardship withdrawals, and the reasons are not small or careless expenses. Many people are using retirement savings to avoid foreclosure, cover medical bills, or pay for major home r...
Should Retirees Invest in SpaceX? | Breaking Down the Biggest IPO in History
SpaceX just made history with the largest IPO ever, raising $75 billion and quickly becoming one of the most valuable companies in the world. The excitement has investors asking one question: Should you buy SpaceX stock?In this ep...
Don’t Leave Your Family Wealthy And Confused
Most retirement planning focuses on building wealth. But what happens when age, illness, or cognitive decline make it difficult, or impossible, to manage your money?In this episode of The Capitalist Investor, Diamond Hands D is ...
Is the 4% Rule Still Safe for Retirement?
For decades, the 4% rule has been one of the most common retirement planning guidelines. The idea was simple: withdraw 4% of your portfolio in the first year of retirement, adjust for inflation each year, and your money should last for 30 years...
Should You Save More or Work 2 Extra Years Before Retirement?
Most people assume the key to retirement is aggressively saving every extra dollar possible. But what if working just two more years could have an even bigger impact?In this episode of The Capitalist Investor, Tony and Derek bre...
Retiring Before 65? Don’t Ignore Healthcare Costs
Many Americans dream about retiring early, but few fully understand the healthcare costs that come before Medicare eligibility at age 65. In this episode of the Capitalist Investor, Mark Tepper and Tony Zabiegala break down the real financial i...
Retirement Conversations Every Couple Needs to Have
What happens when one spouse is ready to retire… and the other hasn’t even thought about what retirement actually looks like yet?In this episode of The Capitalist Investor, the team breaks down the retirement conversations coupl...
Your $100K Safety Net Could Save Your Retirement
What happens when the market drops right as you need your money most? In this episode, we break down one of the biggest retirement planning mistakes people make: being overexposed to the stock market without a true cash safety net. ...
Why Your Social Security Raise Feels Like a Pay Cut
Are Social Security increases actually helping retirees or quietly falling behind?In this episode of The Capitalist Investor, we break down why a recent 2.8% cost of living adjustment may feel more like a loss than a gain. When rising co...
Retirement Savings Getting Crushed? Here's Why
Most people think they understand retirement planning… but the reality is, small decisions today can completely change your future. Whether you’re contributing to a 401k, exploring a Roth IRA, or just starting to think abou...
Uncle Sam's Cut: Why the Government Takes Your IRA
Building your nest egg is great, but remember that "Uncle Sam" is a silent partner in your retirement planning. The government collects taxes on individual retirement account funds through required minimum distributions (RMDs).This ensu...
The Consequences of Delayed Retirement Planning and Lack of Structure
For those nearing retirement, the absence of a clearly defined financial plan can create significant risk, regardless of accumulated assets. This episode examines the consequences of delayed planning and the challenges that arise when key facto...