The Capital Stewards Podcast

SpaceX is set to begin trading this Friday. OpenAI formally kicked off its IPO process this week. Anthropic filed its S-1 just days ago. The summer of 2026 may be the most consequential IPO season in a generation — and it's happening right now. In this episode, Brian Seay breaks down what every investor should know before buying a share in any of these three companies. ━━━━━━━━━━━━━━━━━━━━━━ 📌 WH...

You've spent years building something meaningful. The real question is: who's going to carry it forward? In Part 2 of our multigenerational wealth series, Capital Stewards founder Brian Seay tackles the two questions that keep wealth-building families up at night — how do you raise children who are prepared to steward what you've built, and how do you actually transfer it without leaving hundreds...

Most people spend their entire careers optimizing for income. The families building generational wealth are doing something fundamentally different. Part 1 of our series on multigenerational wealth breaks down the six foundational principles behind building wealth that actually lasts — not the version you see on social media, but the version that quietly plays out over decades in real families. In...

In this episode, we break down the complex economic landscape of Q2 2026, navigating the aftermath of the conflict in Iran and the resulting impact on global markets. While a recent ceasefire has brought some stability, investors are left with critical questions regarding oil prices, the "Mag Seven" tech stocks, and a labor market that may be showing signs of fatigue. We explore whether the recent...

Is healthcare your retirement "blind spot"? In 2026, the landscape of retirement healthcare has fundamentally changed. With Medicare Part B premiums crossing $200 for the first time and new legislative shifts from the One Big Beautiful Bill Act (OBBBA), failing to plan is planning to overpay. In this episode of the Capital Stewards Podcast, we break down the exact strategies you need to protect yo...

The Super Bowl is over, which means it’s officially tax season on the Capital Stewards Podcast. In this annual tax guide episode, we move beyond the "annual hunt for deductions" to discuss how you can create significant tax reduction over the long term. With the passage of the OBBBA last summer, the tax landscape has changed for 2025 filings and 2026 planning. Whether you are a business owner, a h...

This episode of the Capital Stewards Podcast challenges everything you thought you knew about a balanced portfolio. Many investors believe they are diversified simply because they own multiple funds, but in reality, they are just "collectors" of the same underlying risks. As the "easy" era of zero-interest rates ends, we explore why the old playbook of just buying stocks and bonds is no longer a g...

Are we currently in a stock market bubble? In the 2026 Outlook from Capital Stewards, Brian Seay explores the "K-shaped" dichotomy of the current economy: a booming AI sector contrasted with a cooling labor market and stagnating "Main Street" growth. We break down the data on inflation, the impact of 2025 tariffs, and whether the Fed's expected rate cuts will be enough to spur a rebound. Whether y...

Did Wall Street predict the 2025 market boom, or did they miss the mark? In this episode of the Capital Stewards Podcast, we are "keeping the receipts." We look back at the forecasts made at the end of 2024 by major firms like Goldman Sachs, JP Morgan, UBS, and PIMCO—as well as our own internal outlook—to see how they stacked up against reality. From the "K-shaped" economy and the massive AI CapEx...

Are "alternative investments" like Private Equity and Venture Capital the secret to building wealth, or are they just complicated hype? In this episode, we break down everything you actually need to know. We ditch the "alternative" label and re-categorize these investments by the job they do for your portfolio: driving growth or providing diversification. We also debunk the biggest myth in investi...

Tax time is NOW, not in March of next year. Once we turn the page to next year, your ability to reduce your taxes and take advantage of some of these strategies will be gone! In our year end planning tips episode, I breakdown 10 strategies for you to consider before we close out 2025. 1) Why you need Tax Projections 2) Retirement Account Planning and Contributions for IRAs and 401(s) 3) ROTH Conve...

There are a lot of questions on the minds of investors. Usually after a big market gains like we experienced over the summer, everyone is happy and thinks things are going great. But I hear a lot of concerns from folks on a regular basis this time around. I think that’s warranted because we are living in a world with two different economies running simultaneously. One is in a recession. The other...

Today we’re diving deep into one of the most important—and often misunderstood—pillars of retirement planning: Social Security. Whether you’re a few years from retirement or already mapping out your retirement income strategy, understanding how Social Security works—and how to optimize it—can make a six-figure difference over your lifetime. We’ll cover everything from when to claim to spousal bene...

Are we in a stock market bubble? The market certainly “feels” overvalued relative to our experiences in the economy day in and day out. The phrase "stock market bubble" is in the media a lot and many of our clients and friends have asked me the magic question – are we in a stock market bubble? Is this irrational exuberance or is it rational growth? So on this episode we will talk about where thing...

It’s back-to-school time at our house so this episode is all about education planning and paying for college. I hear so many question about college planning: How do I guide my kids to choose the right school? Or no school at all? Is college worth it? How do I save money for college? How should I pay for college once they enroll in their dream school? In this episode I cover the framework you shoul...

It’s all about the One Big Beautiful Bill on this episode of the Capital Stewards Podcast. Some would say it’s the hugest, most beautiful bill ever. Well, we will talk about that. Will it be good for the economy? What about the deficit? Is it $4 Trillion in deficit spending or something less? In the second half of the episode, I’ll cover what the Big Beautiful Bill means for your taxes and what ta...

Welcome to our mid-year outlook on the economy and investment markets. We will talk about tariffs, the conflict in the middle east, whether or not we see a recession brewing, the “big beautiful tax bill” and of course the outlook for stocks, bonds, gold, real estate and other investment assets. 01:38 - What's Happened So Far This Year 04:37 - U.S. Economic Outlook 11:47 - Tariff War Outcomes 17:21...

Trump’s trade policy has been sort of like a summer road trip. We started off at home in April, ventured to an unknown and uncertain land, and now we have returned home, at least mostly. I wanted to share a few thoughts on the economy and markets since our last update happened right on the heels of “liberation day” and we have now journeyed quite a ways in a short period of time. Any commentary is...

Market volatility and drops make us want to close our eyes and stop watching our portfolios. Challenging markets are not the time to run away and hide. It’s time to go on offense to save future taxes, transfer assets and get ready to take advantage of the next market cycle. In this episode I’m going to cover 5 things you should be thinking about now so that you can be prepared to take advantage of...

Investors have lots of questions on their minds. Most importantly, everyone wants to know what the impact of Trump’s proposed Tariffs are to the economy and to investment portfolios. In this episode, we will talk about what I see as the two potential paths forward for the economy and markets based on what we know about tariffs to-date and what those paths mean for your investments. Any commentary...

ROTH Conversion are a common question we address with clients. Here is my guide to ROTH conversions. I discuss: - Why you should consider a ROTH Conversion? - Potential Tax Savings - Why someone should NOT do a ROTH Conversion - ROTH Conversion Drawback and Limitations Questions? Start A Conversation with Capital Stewards: https://www.thecapitalstewards.com/startconversation Any commentary is prov...

You are likely to experience significant investment losses. If you are under 40, you will probably experience that kind of significant loss more than once. If you are older, you have likely already experienced it. There are a multitude of risks today. Inflation, geopolitics, technology disruption, high valuations, population and immigration changes and the list goes on. So how do we think about ri...

The Super Bowl is over which means its tax time on the Capital Stewards Podcast. How can you reduce your 2024 taxes? How can you reduce your taxes long-term? Do you pay your fair share of taxes? All of this and more in this annual tax guide episode. (0:00) Intro and Super Bowl Ad Discussion (2:40) “Turning the Dial” on smaller opportunities to reduce your 2024 taxes (10:00) “Moving the Needle” on...

One week into the new administration and we have already seen a flurry of executive orders and other actions that will impact your taxes, the economy and your investments. Think of this episode as a primer for Trump 2.0 and your money. We’ll talk about the recent executive orders, tariffs and taxes. Start A Conversion with Capital Stewards: https://www.thecapitalstewards.com/startconversation Any...

Is inflation on the rise again? According to the Federal Reserve it may be. Will we have a recession in 2025….or ever? Are stocks overvalued after 2 years of strong returns? Will the largest technology stocks just keep rolling or is it time for other areas of the market to play a bigger role? What about bonds? Why bother with bonds if they have such low returns? These are just a few of the questio...