Structured Notes: What are you Missing

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.

What High-Income Retirees Need to Know About Medicare Costs in 2026

In this episode of Live Rich, the Capstone Strategy, Roxanne Theodoropoulos discusses the complexities of Medicare costs for high-income earners, focusing on the Income Related Monthly Adjustment Amount (IRMAA) and its implications. She explores the importance of tax planning in relation to Medicare premiums, the impact of life events on income and Medicare adjustments, and the relationship between Social Security cost-of-living adjustments and Medicare increases. The conversation emphasizes the need for proactive financial planning to navigate these challenges effectively.