Countdown Retirement with Morgan & Michele cover art

Countdown Retirement with Morgan & Michele

Countdown Retirement with Morgan & Michele

By: Michele Stewart Morgan Patrick
Listen for free

Season's Savings | £0.99/mo for 3 months

£5.99/mo after 3 months - terms apply. Cancel monthly

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
  • Time Wealth: Make Room for the Life You Want in Retirement

    Time Wealth: Make Room for the Life You Want in Retirement
    Oct 31 2026

    Michele Stewart and Morgan Patrick explore the shift from net worth to time wealth. They discuss family experiences, giving while you can see its impact, and making room for health and enjoyment alongside the household expenses a retirement plan must cover.

    Call 888-910-1698 or text SAFE to 600-700 to ask about a no-cost, no-obligation appointment with Michele. Countdown Retirement with Morgan & Michele.

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    57 mins
  • Overthinking Retirement? Start With Your Essential Expenses

    Overthinking Retirement? Start With Your Essential Expenses
    Oct 24 2026

    When every retirement decision leads to another worry, a clear starting point can help. Michele Stewart and Morgan Patrick discuss the overthinker's guide to retirement, beginning with essential monthly expenses and how dependable income sources fit those needs.

    To ask about a no-cost, no-obligation appointment with Michele, call 888-910-1698 or text SAFE to 600-700. You can also 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
    57 mins
  • The Importance of Financial Transparency for Women

    The Importance of Financial Transparency for Women
    Oct 16 2026

    In this episode, Michele Stewart discusses how the way women live today sets the blueprint for future generations, emphasizing financial transparency, health advocacy, and continuous reinvention. The conversation offers actionable steps for women in their 50s, 60s, and 70s to empower themselves and model strength for younger women.

    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
    54 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet