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Countdown Retirement with Morgan & Michele

Countdown Retirement with Morgan & Michele

By: Michele Stewart Morgan Patrick
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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 shows: practical strategies, fresh perspectives, and retirement-focused education for listeners navigating today’s financial landscape.
Episodes
  • Retirement Challenges for Women

    Retirement Challenges for Women
    Jul 11 2026

    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 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, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
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    49 mins
  • Test Your Retirement Income Before You Retire

    Test Your Retirement Income Before You Retire
    Jul 4 2026

    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, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    49 mins
  • How to Ask the Right Questions in Retirement Planning

    How to Ask the Right Questions in Retirement Planning
    Jun 27 2026

    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, Strategy, Healthcare, Taxes, 401K, Roth,

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    51 mins
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