Capitalist Investor
Check out the "Capitalist Investor" podcast where hosts Derek, Luke and Tony break down complex financial topics and recent market trends with a sharp eye. This podcast is all about getting into the nitty-gritty of things like stock buybacks, tax policies, meme stocks, and a whole lot more. The guys aren’t just brains; they keep things light with a great mix of deep dives and easy banter that keeps you hooked and learning. Whether they’re chatting about Warren Buffett’s latest strategies, how Biden’s tax plans might hit different income levels, or the buzz around a big golf tournament, you’ll come away with a solid grip on how these issues could shake up your financial world. Perfect for investors, retirees, or just anyone keen to keep up with the financial universe, "Capitalist Investor" makes the complex understandable and entertaining.
Episodes
369 episodes
Uncle Sam's Cut: Why the Government Takes Your IRA
Building your nest egg is great, but remember that "Uncle Sam" is a silent partner in your retirement planning. The government collects taxes on individual retirement account funds through required minimum distributions (RMDs).This ensu...
The Consequences of Delayed Retirement Planning and Lack of Structure
For those nearing retirement, the absence of a clearly defined financial plan can create significant risk, regardless of accumulated assets. This episode examines the consequences of delayed planning and the challenges that arise when key facto...
What Passing the CFP Really Means for Investors
In this episode of The Capitalist Investor, Tony Zabiegala speaks with Sam Petitjean about earning the Certified Financial Planner designation and what that process reveals about the depth of financial advice.They discuss the di...
Managing Portfolio Risk Before and During Retirement
As retirement approaches, the margin for error narrows. What helped build wealth may no longer be appropriate once income replaces accumulation, and poorly managed risk at this stage can have lasting consequences. In this episode, t...
Understanding Market Reactions to Geopolitical Conflict, Energy Prices, and Inflation Risk
For investors with significant assets, geopolitical events can introduce uncertainty that extends beyond short-term market movement. Energy prices, inflation pressures, and supply chain disruptions all play a role in shaping the economic landsc...
Is the Market Truly Broken or Have Investors Become Accustomed to Stability?
Many experienced investors question whether recent market volatility reflects a deeper structural issue or simply a shift in expectations.In this episode of The Capitalist Investor, Tony and Dave discuss the difference between h...
Debt in Retirement: What Investors Should Know
Debt can be a powerful financial tool, but it can also become a major obstacle as retirement approaches.In this episode of The Capitalist Investor, Derek Gabrielsen and Jack Root explore how debt affects retirement planning and why manag...
Evaluating Pension Elections and Portfolio Rebalancing in Retirement Planning
For investors nearing retirement, decisions surrounding pension elections and portfolio discipline require careful analysis. In this episode, we examine two foundational areas of retirement planning.First, we discuss the mechanics of por...
Retirement Risk Changes at 55. Why Timeline Matters More Than Returns
If you are approaching retirement, investment risk is no longer just about chasing higher returns. It becomes about whether you have enough time to recover from market declines and how volatility can affect your ability to retire when planned.&...
Super Bowl Taxes, Consumer Trends and Streaming Costs
In this episode of The Capitalist Investor, Derek and Tony break down how California’s tax system can impact professional athletes, even after winning a championship.They also examine whether consumer spending is truly slowing, reviewing...
Identity Theft, Bitcoin Volatility, and New Investor Reality
In this episode, Tony and Derrick open with a practical warning about identity theft and financial fraud, sharing real client stories and simple steps you can take today, including changing passwords, freezing credit, and using identity monitor...
Hot Takes on Today’s Market: Costco Gold, Tax Cuts, and What Could Shape 2026
In this episode of The Capitalist Investor, Derek and Tony deliver rapid fire hot takes on what’s really driving today’s markets and what investors should be watching as 2026 approaches.They break down why Costco selling physica...
Legacy Planning: How to Protect Wealth Across Generations
You worked hard to build your wealth. Now comes the real challenge: making sure it lasts.In this episode, Derek and Tony break down legacy planning strategies to help families preserve wealth across generations. You’ll learn how Roth con...
Retirement Investing: Gold, Silver & Crypto Strategies for 2026
If your retirement plan still relies on the same stock and bond playbook, you may be taking more risk than you realize.In this episode of The Capitalist Investor, we break down how gold, silver, and cryptocurrency actually fit i...
Top Investing Mistakes & How to Avoid Them (2026 Strategy Guide)
Many investors feel pressure at the start of a new year to make big portfolio changes. In this episode of The Capitalist Investor, Derek and Tony break down the most common investing mistakes people make early in the year and why activ...
How to Align Your Investment Portfolio With Life & Goals
Last week Tony and D kicked off a two part series on four areas your advisor should have on their radar to help maximize your growth. In part two they cover the next two and get very practical about what real planning looks like when your life ...
2 Things Your Advisor Should Be Doing to Maximize Wealth
Have you heard the saying what got you here might not get you there. In this episode Tony and D kick off a two part series based on a white paper from Mark and break down the first two areas your advisor should have on their radar to help maxim...
5 Retirement Surprises No One Warns You About (Part 2)
In part two of this two-part series, Tony and Derek break down the remaining five retirement surprises that catch most people completely off guard. From boredom-driven overspending and down markets early in retirement to required minimum distri...
5 Retirement Surprises No One Warns You About (Part 1)
Today on The Capitalist Investor, Tony is back in the saddle as we kick off a special two-part series on the biggest surprises people face in retirement. We break down the first five unexpected challenges retirees run into, incl...
High-Net-Worth Retirement Risks You Can’t Ignore
Having $5 million or more saved for retirement doesn’t mean you’re financially secure. In this episode, Dave and Derek break down the hidden risks wealthy retirees face — from tax drag and Medicare surcharges to concentration risk in tech, bond...
How Strategic Giving Shapes Your Retirement and Your Legacy
In this episode of The Capitalist Investor, Derek and Dave break down what smart philanthropy really looks like inside a long–term wealth plan. Giving isn’t just something you do at the end of the year. When you build giving into your ...
5 Truths About Retirement Your Advisor Probably Isn’t Telling You
Derek and Dave take over this week and break down five retirement truths most people never hear from their advisor. They start with the difference between average returns and real returns, and why volatility matters more than ...
Dopamine vs. Discipline: How Your Brain Impacts Your Wealth
Your brain can make or break your wealth. In this episode of The Capitalist Investor, Derek and Tony explore the battle between dopamine and discipline — why we chase quick wins, how emotional investing can sabotage your portfolio, and...
Retire Confidently, Part 2: The Final 5 Tips to Secure Your Future
If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protec...
10 Smart Money Moves to Retire Confidently in Your 50s
Imagine you’re in your mid-50s — the kids are grown, the mortgage is nearly gone, and you’re wondering if retirement within the next decade is possible. Tony Zabiegala and Derek Gabrielsen from Strategic Wealth Partners break down five pract...