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
You're Invited to the Capstone Wealth Symposium
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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. If you're curious about how to protect and grow your wealth with purpose, this episode is a must-listen.
Note: Be sure to register early for the April 14th event at the Hotel Eastport in The Villages, Florida. It’s a full-day session packed with expert insights and strategies to enhance your retirement income and tax efficiency.