Countdown Retirement with Morgan & Michele

A crowded holiday calendar can push important financial decisions aside. Michele Stewart and Morgan Patrick discuss setting aside time for a year-end review, Medicare and tax considerations, and giving yourself room to enjoy the season. Call 888-910-1698 or text SAFE to 600-700 to ask about a no-cost, no-obligation appointment with Michele. Countdown Retirement with Morgan & Michele . See omny...

Michele Stewart and Morgan Patrick explore the shift from net worth to time wealth. They discuss family experiences, giving while you can see its impact, and making room for health and enjoyment alongside the household expenses a retirement plan must cover. Call 888-910-1698 or text SAFE to 600-700 to ask about a no-cost, no-obligation appointment with Michele. Countdown Retirement with Morgan &am...

When every retirement decision leads to another worry, a clear starting point can help. Michele Stewart and Morgan Patrick discuss the overthinker's guide to retirement, beginning with essential monthly expenses and how dependable income sources fit those needs. To ask about a no-cost, no-obligation appointment with Michele, call 888-910-1698 or text SAFE to 600-700. You can also click here to vis...

In this episode, Michele Stewart discusses how the way women live today sets the blueprint for future generations, emphasizing financial transparency, health advocacy, and continuous reinvention. The conversation offers actionable steps for women in their 50s, 60s, and 70s to empower themselves and model strength for younger women.  If you have any questions about your retirement call Michele...

In this episode, Michele Stewart Wealth Strategist with Capital Financial discusses essential retirement planning strategies, including guaranteed income, social security, healthcare, and the importance of a comprehensive plan tailored for women aged 50 to 79. Michele shares actionable steps to help women secure their financial future and enjoy retirement with confidence. If you have any questions...

In this episode, Michele Stewart, Wealth Strategist at Capital Financial, discusses the importance of a fall rebrand. The rebranding is for retirement planning, focusing on financial strategies, healthcare, estate planning, and the significance of making informed decisions to secure your future.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capita...

This episode focuses on the unique retirement challenges faced by female business owners and entrepreneurs. Michele Stewart shares actionable strategies to build wealth, plan for longevity, and ensure financial security for women in business. If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website....

In this episode, Michele Stewart, a wealth strategist, discusses mid-year financial planning, especially tailored for women, covering topics like retirement strategies, tax planning, and the importance of a personalized financial plan.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website....

In this episode, Michele Stewart, a wealth strategist, shares essential insights for women in their 50s, 60s, and 70s about planning for retirement, managing healthcare, and securing financial independence. Discover practical strategies to navigate the complexities of retirement planning and ensure a confident future.  If you have any questions about your retirement call Michele Stewart, weal...

In this episode, Wealth Strategist Michele Stewart and helpful hubby Morgan Patrick explore essential strategies for retirement planning, including automation, managing health costs, and setting boundaries with family support. Michele emphasizes proactive steps to secure financial independence and peace of mind for your future.  If you have any questions about your retirement call Michele Ste...

In this episode, Michele Stewart, a wealth strategist with Capital Financial, discusses essential retirement planning topics including managing debt, healthcare, long-term care, and the unique challenges faced by the sandwich generation. Michele will share practical action steps and insights to secure your financial future. If you have any questions about your retirement call Michele Stewart, weal...

In this episode, Michele Stewart, a wealth strategist, discusses how to navigate the unsettled financial landscape of 2026. She shares actionable strategies for women approaching retirement, emphasizing the importance of planning, diversification, and understanding fixed index annuities.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financ...

In this episode, Michelle Stewart and Morgan Patrick discuss the importance of being seen, valued, heard, and protected in retirement planning. They explore strategies like Coach Pete's three bucket system and fixed indexed annuities to help listeners secure their financial future.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 88...

 In this episode, Michele Stewart, a wealth strategist at Capital Financial, shares essential strategies for retirement planning, including managing income streams, understanding fixed index annuities, and protecting against health and caregiving costs. Discover actionable steps to secure your financial future and enjoy peace of mind in retirement.  If you have any questions about your r...

In this episode Michele Stewart, Wealth Strategist at Capital Financial, discusses essential retirement planning topics, including healthcare, insurance, income strategies, and the importance of personalized plans for a secure future. She emphasizes proactive steps and offer resources to help listeners prepare effectively. If you have any questions about your retirement call Michele Stewart, wealt...

In this episode, Michele Stewart, a wealth strategist, discusses critical financial planning topics for retirement, including managing rising insurance costs, policy deadlines, and risk mitigation strategies. Learn how to protect your assets and plan effectively for a secure future.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 8...

In this episode, Michele Stewart discusses essential retirement planning topics including Social Security strategies, healthcare inflation, managing beneficiary updates, and navigating gray divorce. She provides actionable steps and insights to help listeners secure their financial future.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Fina...

In this episode, Michele Stewart, a wealth strategist with Capital Financial, shares vital insights on retirement planning tailored for women, addressing longevity risks, market volatility, caregiving impacts, and strategic solutions like guaranteed income. Learn how to craft a personalized, confident retirement plan that aligns with your values and life goals.  If you have any questions abou...

In this episode, Michele Stewart discusses proactive retirement planning, including testing income streams, understanding Medicare, and the importance of comprehensive planning to ensure a secure and joyful retirement.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website. Retirement, Plann...

In this episode, Michele Stewart discusses the importance of proactive retirement planning, asking the right questions, and understanding key financial concepts to ensure a secure and joyful retirement. If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website. Retirement, Planning, Proactive, Safe,...

Join Michele Stewart  as she discusses essential retirement planning topics, including income strategies, Medicare decisions, long-term care, and the importance of proactive planning to ensure a secure and fulfilling retirement.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit our website. Re...

In this episode, Michelle Stewart, wealth strategist, Capital Financial discusses essential retirement planning strategies, including RMDs, Roth conversions, and the importance of a comprehensive five-pillar approach to secure your financial future.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here to visit...

In this episode, Michele Stewart discusses the rising popularity of annuities, their role in retirement planning, and how to create a secure financial future. She explores key strategies, common mistakes, and the importance of personalized plans to ensure peace of mind in retirement. If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-91...

On this edition of Michele & Morgan Radio, we go over the importance of being prepared for the "what ifs" in life. As life progresses, our circumstances change. We marry, have children, experience loss, and sometimes we even face divorce. These life events significantly impact our estate plans, especially our beneficiary designations. We'll explore why conducting regular beneficiary reviews is...

This episode explores how social media influences financial decision-making among retirees and pre-retirees, and the importance of personalized retirement planning. Michele Stewart, a wealth strategist, shares insights on navigating online financial advice, the emotional aspects of retirement, and the five pillars of a solid retirement plan. If you have any questions about your retirement call Mic...