Live Rich: The Capstone Strategy
Welcome to Live Rich: The Capstone Strategy, the podcast for people 55 and over who believe wealth is a tool for living — not just a number on a statement. Hosted by Roxanne Theodoropoulos, who understands the real priorities of retirement and legacy. This show explores how to maximize your financial freedom, purpose, and joy in the final — and most meaningful — chapter of life.
We break down smart, value-driven strategies for spending, giving, and living richly now, not later. From optimizing retirement income and tax planning to leaving a legacy that’s more than just money, each episode equips you with the tools to finish well — and live fully.
Because you didn’t work this hard just to die rich.
Live Rich: The Capstone Strategy
Latest Episodes
Distribution, The Capstone Wealth Way
In this episode, Roxanne from Capstone Wealth shares insights on retirement distribution strategies, how to maximize income, and the importance of understanding your investment approach to live a richer retirement.
Are You Ever Too Old For Roth Conversions
In this episode, Roxanne explores the nuances of Roth conversions, addressing common questions about age, timing, and strategic planning for retirement and estate taxes. She provides actionable insights to help listeners make informed decisions...
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.