Podcasts & Blog

The Pod starts with a recap of our office move from one part of the Kentlands to another location down the street. Moving is no fun, but this one was really easy!* From there, Steve and Dave discuss this incredible stock market run, and how things have changed, both...

It’s an action packed pod starting with some big logistical news about Capitol Retirement Strategies! From there we recap the winner of the Dave/AI versus Steve/Human Brain NCAA Pool competition, and end with a review of the book “1929”. But we promise you won’t be in...

Capitol Retirement Strategies · Episode #127: March MadnAIs Obviously, AI did not come up with the Pod headline, but it did assist with Dave’s NCAA pool selections. Steve decided to go “Au naturel”, using only brain power for his picks. Who will win? In other tech...

Capitol Retirement Strategies · Episode #126: Only a Little bit of Coin is Left Even for seasoned Crypto investors who are used to the rollercoaster, the last six months of Bitcoin has been like Kings Dominion on steroids! That combined with the volatility of Gold and...

Capitol Retirement Strategies · Episode #125: What's Next?   2025 was one of the better years to be an investor, but what’s next for 2026? As part of their annual “Prediction Podcast”, Steve and Dave look back at who was right and wrong last year, and what...

Capitol Retirement Strategies · Episode #124: The AI Quandry Nothing screams “Past Performance Does Not Guarantee Future Results” like Artificial Intelligence stocks. What has fueled incredible market success over the past two years has analysts debating what might...

Similar to Dr. Martin Luther King Jr. (With the exception of the topic, gravitas, historical context, speaking ability, and every other intellectual attribute you can possibly think of), Dave shares his own “ I Had A Dream” speech. Steve adds his financial tidbits...

Summering At The Cambridge Conference Ever wonder what happens when a whole bunch of financial advisors get together for a 3 day conference? If you said, “Yes”, then you need to critically analyze your “Things To Wonder About” list. Having said that, Steve, Dave, and...

On episode 121 of Plan For Life Now, Steve and Dave break down the recently passed “Big, Beautiful Bill”. How does this bill affect you? If you’re very rich, you’ll be very happy. If you’re retired and a typical client of ours, we think you’ll like some of the things...

A very bullish episode 120 of Plan For Life Now starts with Dave’s review of his trip to Japan. He’s bullish on Japan, especially the toilets ( That, my friends, is what we call “a tease!). Steve then makes a strong case that we are not going into a recession,...