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
Off the Beaten Fund: All About Alternative Investments
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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 investments, their risks, and the evolution of 401(k) plans over the years. Roxanne emphasizes the importance of education regarding these investments, especially for younger individuals, and explores specific types of alternative investments like Real Estate Investment Trusts (REITs).