Michele Stewart, Morgan Patrick

Countdown Retirement with Morgan & Michele

Education EN ↓ 29 episodes

The Morgan & Michele Show brings real conversations about retirement, financial planning, and the life decisions that come with building a secure future. Each episode, Morgan and Michele break down important money topics in a clear, approachable way — from retirement income and tax strategy to market volatility, legacy planning, and protecting what matters most. With a balance of practical guidance and down-to-earth perspective, the show is designed to help pre-retirees and retirees make informed decisions with more clarity and confidence. This aligns with how Capital Financial positions its s...

Be sure to visit the podcast's website and support the creator: www.capitalfinancialusa.com

Author

Michele Stewart, Morgan Patrick

Episodes

How Flexibility Can Save Your Retirement 09.05.2026 44:29

In this episode, Michelle Stewart, a wealth strategist at Capital Financial, shares insights on retirement planning, emphasizing the importance of flexibility, the five pillars of a solid retirement plan, and how to navigate market uncertainties. Listeners will learn practical strategies to build a resilient retirement plan that aligns with their goals and values. If you have any questions about y...

Designing a Purposeful Retirement: The 5 Pillars You Need 02.05.2026 42:31

Join Michele Stewart and Morgan Patrick as they explore the essential elements of retirement planning, emphasizing purpose, structure, and strategic financial management. Discover how to design a retirement that is not only financially secure but also meaningful and aligned with your life goals.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capita...

Mastering Retirement: Strategies for Wealth Transfer and Joy 25.04.2026 42:20

This episode features Michelle Stewart, a wealth strategist, discussing the five pillars of retirement planning, the importance of structure, and strategies for wealth transfer and family legacy. Listeners will learn how to create a secure, joyful retirement and the significance of proactive planning.  If you have any questions about your retirement call Michele Stewart, wealth strategist at...

Are You Really Ready for Retirement? 16.04.2026 43:22

What should you be paying attention to right now when it comes to retirement and financial planning? In this episode, Morgan and Michele cover key planning ideas, common concerns, and real-world considerations that can help you feel more prepared for what’s ahead. It’s a straightforward conversation built for people who want clarity, not jargon. If you have any questions about your ret...