Capitalize on Retirement

Inflation can be one of the quieter risks in retirement because its impact may happen gradually over time. In this episode of Capitalize on Retirement, David and Brandon discuss how inflation may affect retirement income, lifestyle spending, and long-term purchasing power. They also talk through asset segmentation, including how retirees may think about safety, income, and growth when building a r...

Taxes may be one of the most overlooked expenses in retirement. In this episode of Capitalize on Retirement, David and Brandon discuss how tax-deferred accounts can create future tax liabilities and why retirement tax planning may play an important role in a broader financial strategy. They also talk through required minimum distributions, Roth conversions, Medicare premium considerations, inherit...

As excitement builds around one of the largest expected public listings in market history, David and Brandon recorded a special episode to discuss the opportunity, the valuation, and the risks. They break down why SpaceX may be viewed as more than a rocket company, including its connection to Starlink, launch services, satellite-to-cell technology, government and defense applications, and the futu...

When should you claim Social Security benefits? In this episode of Capitalize on Retirement, David and Brandon discuss why Social Security claiming strategy is an important part of retirement income planning and how timing decisions may affect long-term financial outcomes. They also talk through common concerns surrounding Social Security, the differences between claiming benefits early or delayin...

Will Roth IRAs ever be taxed? In this episode of Capitalize on Retirement, David and Brandon discuss how Roth IRAs work under current law, why future tax policy is part of many retirement planning conversations, and how tax diversification may help create more flexibility over time. They also touch on Roth conversions, contribution rules, required minimum distributions, inherited retirement accoun...

In this episode, David and Brandon break down what really happened in the markets during the first quarter of 2026 and why it likely felt worse than it actually was. After a strong start to the year, markets pulled back amid uncertainty around interest rates, government policy, and global events. But rather than a broad market collapse, the quarter was defined by shifting leadership across sectors...

In this episode, David and Brandon tackle one of the biggest concerns facing retirees today, outliving their money, and what it takes to build a plan that supports you for decades. With retirement potentially lasting 25–35 years, having a strategy for income, inflation, and long-term expenses is more important than ever.z Key Topics: • Why retirement planning should start with income, not just a s...

In this episode, David and Brandon break down the $84 trillion wealth transfer happening over the next two decades and what it means for you and your family. Key Topics: • What the "Great Wealth Transfer" is and why it matters • Common mistakes families make when passing down wealth • How IRAs and other tax-deferred accounts can create tax burdens for heirs • Simple strategies to help reduce taxes...

In this episode, David and Brandon sit down with estate planning attorney Richard DeBlasio to discuss some of the most commonly asked questions we hear about estate planning. Here's what we cover: • What happens if you pass away without a will • The difference between wills and trusts • How probate works and how trusts may help avoid it • Why keeping beneficiary designations updated is critical •...

In this episode, David and Brandon break down everything you need to know about these new government-backed investment accounts for newborns. Here's what we cover: • Who qualifies • The automatic $1,000 government contribution • How to open the account • Contribution rules • Employer contribution opportunities • Investment options Form 4547 (December 2025) Trump Account Election Form - IRS Form 45...

After three straight years of 15%+ S&P 500 returns, investors have enjoyed a strong run. But as we head further into 2026, the focus shifts from excitement to preparation. In this episode, David and Brandon discuss: Why this stretch of market performance is historically rare Why volatility may increase The importance of true diversification (and why more funds doesn't always mean diversified) Why...

In this episode, David and Brandon walk through one of the most common questions we hear: What's the difference between mutual funds, ETFs, and direct indexing and why does it matter? They walk through how investing has evolved and why direct indexing has become one of the fastest-growing investment approaches, especially for investors focused on tax efficiency and flexibility: How direct indexing...

If you're within five years of retirement or already retired this episode focuses on the most critical phase of your financial life. David and Brandon break down why the "retirement red zone" matters and the key decisions that can make or break your plan: How market timing and sequence of returns impact retirement income Why balancing growth and protection is essential near retirement Common Socia...

As we head into the new year, David and Brandon break down three areas that can have an outsized impact on your retirement plan: How taxes and where you save really affect your future income Why financial freedom, not just a number, is the real goal How automation can help you stay consistent without relying on motivation

In this episode, David and Brandon take a myth-busting approach to retirement planning, addressing widely accepted rules of thumb that often oversimplify reality.

In this week's episode of Capitalize on Retirement, David and Brandon break down the real reasons people choose to work with an advisor, the reasons some don't, and where professional guidance can truly make a difference.

David and Brandon Domenick break down the most impactful year-end tax strategies, including qualified charitable distributions, donor-advised funds, capital-gain management, and Roth conversions. They explain how thoughtful planning before December 31st can reduce taxes now, avoid future tax burdens, and enhance charitable giving opportunities. 

After 53 years in the investment world, Paul Kiefer has seen it all and he's sharing his wisdom with us in Episode 3 of Capitalize on Retirement. From market crashes to long-term strategies that actually work, Paul joins David and Brandon Domenick for a powerful conversation every investor should hear.

In Episode 2 of Capitalize on Retirement, we explore Medicare's Annual Enrollment Period (AEP). We discuss what it means, why it matters, and how you can make the most informed decisions for your health coverage. Join Joseph Palimino, Insurance Professional and Managing Partner at Capital A, alongside David Domenick Jr. and Brandon Domenick, as they break down everything you need to know about Med...

Kick off the first episode of Capitalize on Retirement as hosts David Domenick Jr. and Brandon Domenick sit down with Tom Siomades, Chief Market Economist at AE Wealth Management. In this episode, they cover the "One Big Beautiful Bill Act" unpacking what investors and retirees need to know. Discover how this legislation could impact retirement planning, tax strategies, and overall wealth manageme...