The Capital Stewards Podcast

By Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor

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Category: Investing

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Episodes: 82

Description

Description: Are you a business or government leader who wants straightforward, trustworthy financial guidance that you can act on? Do you find yourself asking: -> How do I invest? -> How do I reduce taxes? -> What financial information can I trust? -> I have a ton of education… so why is managing my money still SO confusing? …or maybe even the biggest question of them all: Am I making smart financial decisions today? Are there things I should be doing with my money that I’m not doing? [insert cringing emoji] We get it! Knowing how to manage your money during your highest-earning years is HARD. It can feel like you need to go back to school and get a degree in personal finance in addition to everything else on your plate. If this is you, then you’re in the right place. Whether you’re a business leader, government leader or an engineer or developer, this is the show for you. On this podcast, we’re going to cover the three things you need know to make smart financial decisions: 1) Financial acumen (think of this as the 101 AND the 102 course on your money) 2) The right money mindset, which leads to smarter decisions 3) Current financial and market news you need to know and act on Hi, I’m Brian and helping you make smart financial decisions is my passion. I started my career more than a decade ago serving wealthy families and non-profits at one of the largest asset managers in the world. Along the way, I earned an MBA from Emory University, earned the Chartered Financial Analyst (CFA) designation and became an investor myself. I started Capital Stewards to help professionals become successful investors and live life fully. Most importantly, I’m still married to my college sweetheart and we have three amazing kids. I want you to know that you CAN make smart financial decisions without spending every minute of your free time researching on the internet. You might even just find that your drive to work (or your daily walk around the neighborhood) got more valuable while you listen. We’re here for you. Links: Want to Talk Live? ->https://www.thecapitalstewards.com/contact Learn More About Us -> https://www.thecapitalstewards.com/aboutus Still Reading Old School Blogs -> https://www.thecapitalstewards.com/learn

Episode Date
Stewards, Not Recipients: Raising the Next Generation & Transferring Wealth
May 28, 2026
Building Multigenerational Wealth: Where to Start
May 14, 2026
Q2 2026 Economic & Investment Outlook | Iran War, Oil Prices, Market Outlook & Portfolio Strategy
Apr 09, 2026
Navigating Healthcare Expenses in Retirement: Medicare, TRICARE, & the "Insurance Bridge"
Mar 05, 2026
2026 Tax Strategy Guide | New OBBBA Rules for Huntsville
Feb 12, 2026
Is Your Investment Portfolio Really Diversified?
Feb 05, 2026
2026 Economic & Investment Outlook: Physics 101
Jan 06, 2026
Wall Street vs. Reality: Who Got 2025 Right?
Dec 09, 2025
Alternative Investments: What You Need to Know
Nov 18, 2025
Year End Financial Tips for 2025
Oct 24, 2025
Economic + Investment Outlook: Two Speed Economy
Oct 09, 2025
When Should I Claim Social Security?
Sep 18, 2025
Are We In A Stock Market Bubble?
Aug 28, 2025
How to Plan and Pay for College in 2025
Aug 14, 2025
One Big Beautiful Podcast
Jul 10, 2025
2025 Mid Year Investment Outlook: Slow Grind
Jun 20, 2025
Market Update: Summer Road Trip
May 14, 2025
Play Offense During Down Markets: 5 Strategies to Consider
Apr 25, 2025
Tariffs = Recession: 2nd Quarter Investment Outlook
Apr 15, 2025
Should I Consider A ROTH Conversion?
Mar 20, 2025
What Should I Do About Investment Risk and Uncertainity
Mar 06, 2025
Your Guide to Reducing Taxes in 2025 and Beyond! Do You Pay Your Fair Share?
Feb 13, 2025
Trump 2.0's Impact on Your Wallet
Jan 28, 2025
Will the Fed Cause a Recession? - 2025 Outlook
Dec 30, 2024
How Accurate Were 2024 Market Forecasts? We Have the Receipts!
Dec 10, 2024
Myths & Misconceptions: "Alternative" Investments
Nov 25, 2024
Year End Financial Planning Tips + Election Implications
Nov 07, 2024
Year End Outlook: Soft Landings, Mag 7 and the Trump Trade
Oct 23, 2024
IRA vs. 401k. vs. ROTH: Which Retirement Accounts to Use and When
Sep 24, 2024
Election 2024 Economic Proposals: Real Insight
Aug 27, 2024
Is College Worth it? How to Save and Pay for College in 2024
Aug 15, 2024
What Does it Mean to "Be a Good Steward?”
Aug 01, 2024
Should I Buy An Annuity?
Jul 19, 2024
Is a Recession on the Horizon? Midyear Economic and Investment Outlook
Jun 21, 2024
Is Social Security going bankrupt? How does that impact my retirement?
Jun 06, 2024
Retirement Planning 201: Real Advice on Taxes, Social Security, Healthcare and Investing
May 09, 2024
5 Common Challenges of Investing for Non-Profits, Endowments and Churches
May 03, 2024
Are Immigrants Stealing Jobs? The Real Story Around Immigration in 2024
Apr 18, 2024
Economic & Investment Outlook: Perception Isn't Reality Q2 2024
Apr 04, 2024
Investing in Bitcoin and Cryptocurrency
Mar 21, 2024
Reducing Taxes in 2024! Short and Long-Term Tax Planning.
Feb 15, 2024
What Impact Will the 2024 Election Have on the Stock Market?
Jan 31, 2024
Better New Year's Resolutions
Jan 05, 2024
2024 Economic & Investment Outlook: The Sugar High is Over
Dec 14, 2023
Tax Time is NOW i.e. Year End Tax Planning Tips
Nov 21, 2023
Impact of Rising Interest Rates on Investing and Financial Planning
Nov 02, 2023
Real Estate Market Update (Should I Buy an Airbnb or Office Property Now?)
Oct 06, 2023
4th Quarter Economic and Investment Outlook: This Time is Not Different
Oct 03, 2023
Investing in Real Estate, a Multi-Generational Perspective
Sep 28, 2023
Generational Wealth: Estate Planning = Springboard for Next Gen
Sep 08, 2023
Generational Wealth: How to Not Spoil Your Kids
Aug 25, 2023
Generational Wealth: You Can Do It + Where to Start
Aug 10, 2023
Q3 Investment Outlook: Are We There Yet?
Jul 11, 2023
Active Mutual Funds are Making a Comeback...OR NOT!
Jun 27, 2023
Summer Reflections On Stewardship, Money and Investing
Jun 15, 2023
What Should I Do With My Bonus? (Cash & Stock?)
Apr 28, 2023
Q2 Investment Outlook: Are Things as Bad as they Seem?
Apr 05, 2023
Bank Failures - Real Perspective on Safe Money
Mar 20, 2023
How to Build Passive Income...The Right Way.
Mar 09, 2023
2023 Tax Reduction Strategies...and Super Bowl Commercials!
Feb 10, 2023
What's UP With Markets?
Feb 09, 2023
Best Financial New Year's Resolution + How Secure Act 2.0 Impacts Your Retirement
Jan 05, 2023
2023 Outlook: Lies, Damn Lies and Recessions
Dec 09, 2022
*Special Episode* Maximize Your Company Benefits
Nov 16, 2022
4 Real Principles for Successful Investing
Nov 01, 2022
ESG: The Battle of Good vs. Evil Investors
Oct 27, 2022
The Medicine Tastes Bad...4th Quarter Economic and Market Outlook
Oct 10, 2022
Is Your Family College Ready? How to Get In to College and How to Pay for College...
Sep 17, 2022
Should I Buy Life Insurance?
Sep 02, 2022
Special Episode: Student Loan Forgiveness
Aug 25, 2022
Don't Let These Retirement Spending Surprises Derail Your Plan!
Aug 24, 2022
Back To School: Planning and Paying for College
Aug 02, 2022
Debunking Misconceptions About Investing in a Slower Growth Environment - 2nd Half 2022 Outlook
Jul 15, 2022
Teaching Your Kids (of ALL AGES) About Money
Jun 22, 2022
The "R" Word...Recessions
Jun 15, 2022
Demystifying Retirement Accounts: Contributing to Your 401k and IRA on Autopilot May NOT Be For Everyone
Jun 08, 2022
Smart Actions Investors Should Consider During Market Drops (Other than Panic Selling)
Jun 03, 2022
5 Questions to Ask Your Financial Advisor
May 25, 2022
Inflation. What is Inflation and What Should I Do About It?
May 25, 2022
Move from a Mess of Investment Accounts to Simplicity
May 25, 2022
Investing Goals When You Don't Have Your Life Mapped Out
May 25, 2022
Who We Are...Our Personal Investing Journey
May 25, 2022