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
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, arguing that retirees should consider enjoying their dividends instead. The conversation emphasizes the need for customized financial planning and the dangers of complacency in investment strategies, particularly as one approaches retirement. Roxanne encourages listeners to rethink traditional financial advice and focus on living richly in the present.