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
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 notes can be tailored to meet individual risk appetites and yield expectations, making them a versatile option for investors, particularly retirees. The conversation also delves into the historical context of structured notes, their accessibility, and the importance of financial advisors in educating clients about these investment vehicles. Roxanne shares real-life success stories of clients who have benefited from structured notes, emphasizing the potential for enhanced financial security and the ability to enjoy wealth in retirement.