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  • When it Comes to Planning, Demand a Seat at the Financial Table
    Oct 9 2026

    In this episode, Michele Stewart Wealth Strategist with Capital Financial discusses essential retirement planning strategies, including guaranteed income, social security, healthcare, and the importance of a comprehensive plan tailored for women aged 50 to 79. Michele shares actionable steps to help women secure their financial future and enjoy retirement with confidence.

    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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    52 Min.
  • Fall Rebrand of Retirement Strategy
    Oct 3 2026

    In this episode, Michele Stewart, Wealth Strategist at Capital Financial, discusses the importance of a fall rebrand. The rebranding is for retirement planning, focusing on financial strategies, healthcare, estate planning, and the significance of making informed decisions to secure your 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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    55 Min.
  • Potential Retirement Crisis Among Women Entrepreneurs
    Sep 25 2026

    This episode focuses on the unique retirement challenges faced by female business owners and entrepreneurs. Michele Stewart shares actionable strategies to build wealth, plan for longevity, and ensure financial security for women in business.

    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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    53 Min.
  • Importance of Income Streams in Retirement
    Sep 18 2026

    In this episode, Michele Stewart, a wealth strategist, discusses mid-year financial planning, especially tailored for women, covering topics like retirement strategies, tax planning, and the importance of a personalized financial plan.

    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.
  • The Importance of Personalized Retirement Planning
    Sep 11 2026

    In this episode, Michele Stewart, a wealth strategist, shares essential insights for women in their 50s, 60s, and 70s about planning for retirement, managing healthcare, and securing financial independence. Discover practical strategies to navigate the complexities of retirement planning and ensure a confident 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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    55 Min.
  • Proactive Retirement Planning Needs to Happen Now
    Sep 4 2026

    In this episode, Wealth Strategist Michele Stewart and helpful hubby Morgan Patrick explore essential strategies for retirement planning, including automation, managing health costs, and setting boundaries with family support. Michele emphasizes proactive steps to secure financial independence and peace of mind for your 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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    56 Min.
  • The Sandwich Generation: Challenges and Strategies
    Aug 28 2026

    In this episode, Michele Stewart, a wealth strategist with Capital Financial, discusses essential retirement planning topics including managing debt, healthcare, long-term care, and the unique challenges faced by the sandwich generation. Michele will share practical action steps and insights to secure your financial 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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    52 Min.
  • Planning and the Unsettled Financial Landscape
    Aug 21 2026

    In this episode, Michele Stewart, a wealth strategist, discusses how to navigate the unsettled financial landscape of 2026. She shares actionable strategies for women approaching retirement, emphasizing the importance of planning, diversification, and understanding fixed index annuities.

    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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    53 Min.