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PODCAST

Capitalist Investor

Strategic Wealth Partners

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

business investing

All Episodes

24:37

Uncle Sam's Cut: Why the Government Takes Your IRA

Capitalist Investor ·

2026/04/16

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 ensures that funds are taxed before your death, making proper tax planning and understanding taxes in retirement crucial for your financial future. 💰

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30:13

The Consequences of Delayed Retirement Planning and...

Capitalist Investor ·

2026/04/09

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 factors such as longevity, healthcare costs, inflation, and spending are not properly accounted for. The discussion explores why individuals often avoid planning, the importance of understanding personal financial behavior, and how structured planning can re...

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24:36

What Passing the CFP Really Means for Investors

Capitalist Investor ·

2026/04/02

In this episode of The Capitalist Investor, Tony Zabiegala speaks with Sam Petitjean about earning the Certified Financial Planner designation and what that process reveals about the depth of financial advice. They discuss the discipline required to complete the CFP, the difference between basic investment management and true financial planning, and why coordination across tax, legal, and investment strategy matters for long-term outcomes. For investors with significant assets, understanding ...

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18:48

Managing Portfolio Risk Before and During Retirement

Capitalist Investor ·

2026/03/26

As retirement approaches, the margin for error narrows. What helped build wealth may no longer be appropriate once income replaces accumulation, and poorly managed risk at this stage can have lasting consequences. In this episode, the discussion centers on how portfolio structure should evolve before and after retirement. The conversation explores the impact of market downturns at the wrong time, the importance of rebalancing, the risks of concentrated positions, and why relying on past...

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17:08

Understanding Market Reactions to Geopolitical...

Capitalist Investor ·

2026/03/19

For investors with significant assets, geopolitical events can introduce uncertainty that extends beyond short-term market movement. Energy prices, inflation pressures, and supply chain disruptions all play a role in shaping the economic landscape. This episode examines how current conflict in the Middle East is affecting markets, with a focus on energy dependency, market volatility, and sector-level impacts. The conversation highlights how rising fuel costs can influence inflation, how diffe...

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18:17

Is the Market Truly Broken or Have Investors Become...

Capitalist Investor ·

2026/03/12

Many experienced investors question whether recent market volatility reflects a deeper structural issue or simply a shift in expectations. In this episode of The Capitalist Investor, Tony and Dave discuss the difference between headline driven volatility and fundamental market deterioration. They explore how geopolitical developments can influence energy markets, why employment and earnings growth remain important indicators of stability, and how the rapid investment cycle surrounding artific...

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13:28

Debt in Retirement: What Investors Should Know

Capitalist Investor ·

2026/03/05

Debt can be a powerful financial tool, but it can also become a major obstacle as retirement approaches. In this episode of The Capitalist Investor, Derek Gabrielsen and Jack Root explore how debt affects retirement planning and why managing liabilities becomes increasingly important as earning years begin to shrink. The conversation covers how business owners should approach debt tied to their companies, why exit planning matters for entrepreneurs, and why not all debt needs to disappear bef...

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22:23

Evaluating Pension Elections and Portfolio...

Capitalist Investor ·

2026/02/26

For investors nearing retirement, decisions surrounding pension elections and portfolio discipline require careful analysis. In this episode, we examine two foundational areas of retirement planning. First, we discuss the mechanics of portfolio rebalancing and its role in maintaining intended risk levels over time. Second, we analyze a real world pension scenario involving a $60,000 lifetime annuity versus a $1.2 million lump sum. The conversation explores income durability, estate impact, Mo...

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17:54

Retirement Risk Changes at 55. Why Timeline Matters...

Capitalist Investor ·

2026/02/19

If you are approaching retirement, investment risk is no longer just about chasing higher returns. It becomes about whether you have enough time to recover from market declines and how volatility can affect your ability to retire when planned. In this episode of The Capitalist Investor, Diamond Hands - Derek and Jack Root discuss how risk tolerance evolves as retirement nears and why preserving capital, managing allocation, and maintaining discipline become more important than outperfor...

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20:18

Super Bowl Taxes, Consumer Trends and Streaming Costs

Capitalist Investor ·

2026/02/12

In this episode of The Capitalist Investor, Derek and Tony break down how California’s tax system can impact professional athletes, even after winning a championship. They also examine whether consumer spending is truly slowing, reviewing retail growth data, job creation numbers, wage trends, and what higher tax refunds in 2026 could mean for the economy. Finally, they discuss the streaming wars and whether cutting cable has actually saved consumers money, or simply replaced one high bill wit...

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28:18

Identity Theft, Bitcoin Volatility, and New Investor...

Capitalist Investor ·

2026/02/05

In this episode, Tony and Derrick open with a practical warning about identity theft and financial fraud, sharing real client stories and simple steps you can take today, including changing passwords, freezing credit, and using identity monitoring services. They then shift into recent market volatility, breaking down gold and silver swings, Bitcoin’s technical patterns, and the surprising connection to the McRib. The conversation explores why timing matters, why emotional reactions hurt retur...

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24:58

Hot Takes on Today’s Market: Costco Gold, Tax Cuts,...

Capitalist Investor ·

2026/01/29

In this episode of The Capitalist Investor, Derek and Tony deliver rapid fire hot takes on what’s really driving today’s markets and what investors should be watching as 2026 approaches. They break down why Costco selling physical gold is grabbing headlines, what soaring gold and silver prices may signal, and why Bitcoin isn’t reacting the way many expected. The conversation also covers the “Big Beautiful Bill,” including who actually benefits from the proposed tax relief and how an estimated...

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20:10

Legacy Planning: How to Protect Wealth Across...

Capitalist Investor ·

2026/01/22

You worked hard to build your wealth. The next challenge is making sure it lasts. In this episode of The Capitalist Investor, we discuss legacy planning strategies designed to help families preserve wealth across generations. Topics include Roth conversions, estate taxes, trust structures, family meetings, and how to prepare heirs to responsibly manage inherited assets. This episode is essential listening for retirees and high-net-worth families who want to protect their legacy while still en...

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29:45

Gold, Silver, and Crypto: How Smart Investors Are...

Capitalist Investor ·

2026/01/15

If your retirement plan still relies on the same stock and bond playbook, you may be taking more risk than you realize. In this episode of The Capitalist Investor, we break down how gold, silver, and cryptocurrency actually fit into a modern retirement portfolio and why more investors are rethinking diversification as inflation, government debt, and global uncertainty reshape the financial landscape. We discuss the real role of gold as a store of value, silver’s dual purpose as both a monetar...

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14:33

The Biggest Investing Mistakes People Make at the...

Capitalist Investor ·

2026/01/08

Many investors feel pressure at the start of a new year to make big portfolio changes. In this episode of The Capitalist Investor, Derek and Tony break down the most common investing mistakes people make early in the year and why activity is often confused with progress. They discuss why overreacting to early market moves can create unnecessary risk, how chasing last year’s winners often backfires, and why simple rebalancing is usually more effective than drastic changes. The conversatio...

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13:36

Is Your Portfolio Aligned With Your Life

Capitalist Investor ·

2025/12/30

Last week Tony and D kicked off a two part series on four areas your advisor should have on their radar to help maximize your growth. In part two they cover the next two and get very practical about what real planning looks like when your life changes fast. First they talk about alignment. Your portfolio should match your lifestyle, your income needs, and your real world transitions, especially if you are a business owner selling a company, changing jobs, or moving into retirement. They expla...

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17:08

2 Things Your Advisor Should Be Doing to Maximize Wealth

Capitalist Investor ·

2025/12/23

Have you heard the saying what got you here might not get you there. In this episode Tony and D kick off a two part series based on a white paper from Mark and break down the first two areas your advisor should have on their radar to help maximize your wealth. First they talk about the big picture. Investing matters, but taxes, estate planning, and business strategies matter too and missing them can cost you opportunities you cannot rewind. Then they shift to how a real plan handles major eco...

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20:19

5 Retirement Surprises No One Warns You About (Part 2)

Capitalist Investor ·

2025/12/18

In part two of this two-part series, Tony and Derek break down the remaining five retirement surprises that catch most people completely off guard. From boredom-driven overspending and down markets early in retirement to required minimum distributions, caring for aging parents, and why your money still needs to grow, this episode focuses on the real-life challenges retirees actually face. This conversation goes beyond market returns and dives into planning realities that can derail even the b...

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19:51

5 Retirement Surprises No One Warns You About (Part 1)

Capitalist Investor ·

2025/12/11

Today on The Capitalist Investor, Tony is back in the saddle as we kick off a special two-part series on the biggest surprises people face in retirement. We break down the first five unexpected challenges retirees run into, including rising taxes, health insurance gaps, sequence-of-returns risk, inflation shocks, and longevity risk. These are the issues most people never plan for, but absolutely should. Tony and the team share real examples, practical perspectives, and the “cheat codes” you n...

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21:19

High-Net-Worth Retirement Risks You Can’t Ignore

Capitalist Investor ·

2025/12/04

Having $5 million or more saved for retirement doesn’t mean you’re financially secure. In this episode, Dave and Derek break down the hidden risks wealthy retirees face — from tax drag and Medicare surcharges to concentration risk in tech, bond exposure mistakes, and long-term-care costs. They explain why planning ahead matters more at higher net-worth levels and share practical ways to reduce portfolio stress while maintaining growth. If you want to protect your retirement lifestyle, avoid o...

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369 results

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