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
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.
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 inten...
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....