Live Rich: The Capstone Strategy

AI Boom Versus Dot-Com Bubble: Will The Market React The Same

This episode explores the similarities and differences between the dot-com bubble and the current AI boom, focusing on market dynamics, investment strategies, and the importance of planning for market corrections.

Help With Long-Term Care Questions

This episode tackles the often-overlooked topic of long-term healthcare planning, emphasizing the importance of early conversations, financial strategies, and choosing the right care options to ensure peace of mind in later years.

Worth The Risk? Growth Vs Safety

In this episode, Roxanne from Capstone Wealth shares her investment philosophy focused on risk management, strategic distribution, and personalized financial planning. She discusses how to balance growth with safety, the importance of intentional distribution, and how to align investments with life goals.

You're Invited to the Capstone Wealth Symposium

In this episode of the Live Rich Capstone Experience, Roxanne Theodoropoulos, founder of Capstone Wealth, shares insights on how her firm approaches retirement planning, investment risk management, and the importance of strategic distributions. If you're curious about how to protect and grow your wealth with purpose, this episode is a must-listen. Note: Be sure to register early for the April 14th event at the Hotel Eastport in The Villages, Florida. It’s a full-day session packed with expert insights and strategies to enhance your retirement income and tax efficiency.

Structured Notes: What are you Missing

In this podcast episode, Roxanne Theodoropoulos, founder and president of Capstone Wealth, discusses the intricacies of structured notes, a hybrid investment product that combines features of bonds and stocks. She explains how structured notes can be tailored to meet individual risk appetites and yield expectations, making them a versatile option for investors, particularly retirees. The conversation also delves into the historical context of structured notes, their accessibility, and the importance of financial advisors in educating clients about these investment vehicles. Roxanne shares real-life success stories of clients who have benefited from structured notes, emphasizing the potential for enhanced financial security and the ability to enjoy wealth in retirement.