Capitalize on Retirement

By David Domenick Jr. & Brandon Domenick

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Category: Investing

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Episodes: 17

Description

Tune in to Capitalize on Retirement, a podcast hosted by David and Brandon Domenick from Capital A Wealth Management, dedicated to helping you make the most out of your retirement. Join your hosts as they cover various retirement strategies, investment opportunities, and financial tactics that can assist you in achieving a secure and fulfilling retirement. Whether you're just starting to plan for retirement or are already enjoying the benefits of being retired, this podcast has something for everyone. Listen in to start building the retirement you've always dreamed of. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. CAWM, Capital A Insurance, LLC (CAI) and Capital A Tax Solutions, LLC (CATS) are affiliated under common ownership. Insurance services and products are offered through (CAI). Tax services are done under CATS only. MAS does not give any tax or legal advice. CAWM, KFS, CAI & CATS are not affiliated with MAS. A Roth Conversion is a taxable event. Past performance is no guarantee of future investment performance or success. The information and opinions contained herein provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Capital A Wealth Management. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Our firm is not affiliated with or endorsed by the US Government or any governmental agency.

Episode Date
Why Social Security Claiming Strategy Matters
May 29, 2026
Roth IRAs and Changing Tax Laws
May 15, 2026
Q1 Market Recap: What Changed?
May 01, 2026
30 Years of Retirement - Will Your Money Last?
Apr 17, 2026
The Great Wealth Transfer
Apr 03, 2026
Estate Planning Questions Everyone Should Ask
Mar 13, 2026
Trump Accounts
Feb 27, 2026
Markets, Diversification, & the Risks No One's Talking About in 2026
Feb 20, 2026
Direct Indexing vs. ETFs vs. Mutual Funds
Feb 07, 2026
The Retirement Red Zone
Jan 23, 2026
Three Financial Decisions for 2026
Jan 09, 2026
Five Retirement Myths That Could Derail Your Plan
Dec 26, 2025
Who Really Needs a Financial Advisor?
Dec 12, 2025
Year-End Tax Guide
Nov 28, 2025
The Long Game Wealth-Building with Paul Kiefer
Nov 14, 2025
Medicare AEP with Joseph Palimino
Oct 31, 2025
The One Big Beautiful Bill Act with Tom Siomades
Sep 18, 2025