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.
Episodes
8 episodes
Structured Notes: What are you Missing
In this podcast episode, Roxanne Theodoropoulos, founder and president of Capstone Wealth, discusses the intricacies of structured notes, a hybrid investment product that combines features of bonds and stocks. She explains how structured no...
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21:41
What High-Income Retirees Need to Know About Medicare Costs in 2026
In this episode of Live Rich, the Capstone Strategy, Roxanne Theodoropoulos discusses the complexities of Medicare costs for high-income earners, focusing on the Income Related Monthly Adjustment Amount (IRMAA) and its implications. She exp...
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14:59
Tax Strategies for the end of the Year and Beyond
In this episode, Roxanne discusses essential tax strategies to consider before the end of the year. They emphasize the importance of timely actions regarding taxes, including Roth conversions, gifting strategies, and tax loss harvesting. Ro...
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17:39
Identify if You're being Targeted for an Annuity
In this episode of the Live Rich podcast, host Roxanne Theodoropoulos discusses the complexities of annuities, particularly during the fall season when retirees are targeted by aggressive marketing tactics. She emphasizes the importance of ...
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14:53
Off the Beaten Fund: All About Alternative Investments
In this episode of Live Rich, host Roxanne Theodoropoulos discusses the concept of alternative investments, particularly in the context of retirement planning and 401(k) plans. The conversation covers the definition of alternative investmen...
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12:15
Time to Stop Reinvesting!
In this episode of Live Rich, Roxanne Theodoropoulos discusses the importance of using money to create a fulfilling life rather than simply accumulating wealth. She delves into the topic of dividends and the common practice of reinvesting them,...
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15:46