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Countdown Retirement with Morgan & Michele

Countdown Retirement with Morgan & Michele

Von: Michele Stewart Morgan Patrick
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The Morgan & Michele Show brings real conversations about retirement, financial planning, and the life decisions that come with building a secure future. Each episode, Morgan and Michele break down important money topics in a clear, approachable way — from retirement income and tax strategy to market volatility, legacy planning, and protecting what matters most. With a balance of practical guidance and down-to-earth perspective, the show is designed to help pre-retirees and retirees make informed decisions with more clarity and confidence. This aligns with how Capital Financial positions its shows: practical strategies, fresh perspectives, and retirement-focused education for listeners navigating today’s financial landscape.
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  • Creating A Retirement Master Plan

    Creating A Retirement Master Plan
    Aug 7 2026

    In this episode, Michele Stewart, a wealth strategist at Capital Financial, shares essential strategies for retirement planning, including managing income streams, understanding fixed index annuities, and protecting against health and caregiving costs. Discover actionable steps to secure your financial future and enjoy peace of mind in retirement.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
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    51 Min.
  • Your Retirement Plan Should be built around your Values and Joy

    Your Retirement Plan Should be built around your Values and Joy
    Aug 1 2026

    In this episode Michele Stewart, Wealth Strategist at Capital Financial, discusses essential retirement planning topics, including healthcare, insurance, income strategies, and the importance of personalized plans for a secure future. She emphasizes proactive steps and offer resources to help listeners prepare effectively.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
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    49 Min.
  • How to Handle Rising Costs in Retirement

    How to Handle Rising Costs in Retirement
    Jul 25 2026

    In this episode, Michele Stewart, a wealth strategist, discusses critical financial planning topics for retirement, including managing rising insurance costs, policy deadlines, and risk mitigation strategies. Learn how to protect your assets and plan effectively for a secure future.

    If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website.

    Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
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    48 Min.
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