Capitalize on Retirement

About Capitalize on Retirement

Tune in to Capitalize on Retirement, a podcast hosted by David and Brandon Domenick from Capital A Wealth Management, dedicated to helping you make the most out of your retirement. Join your hosts as they cover various retirement strategies, investment opportunities, and financial tactics that can assist you in achieving a secure and fulfilling retirement. Whether you're just starting to plan for retirement or are already enjoying the benefits of being retired, this podcast has something for everyone. Listen in to start building the retirement you've always dreamed of. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. CAWM, Capital A Insurance, LLC (CAI) and Capital A Tax Solutions, LLC (CATS) are affiliated under common ownership. Insurance services and products are offered through (CAI). Tax services are done under CATS only. MAS does not give any tax or legal advice. CAWM, KFS, CAI & CATS are not affiliated with MAS. A Roth Conversion is a taxable event. Past performance is no guarantee of future investment performance or success. The information and opinions contained herein provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Capital A Wealth Management. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Our firm is not affiliated with or endorsed by the US Government or any governmental agency.

Publisher

David Domenick Jr. & Brandon Domenick

Category

business · business

Language

en

Explicit

No

First episode

18 Sept 2025

Latest episode

2 Oct 2026

Latest episodes

26 episodes in the feed.

1. 

   2 Oct 2026

   A Look at Tax Aware Strategies

   Most investors focus on their return, but the number that may matter most is what they actually keep after taxes. David and Brandon walk through three strategies for taxable accounts that may help with that: direct indexing, tax loss harvesting, and securities-backed lending. They explain how each one works, how all three can stack together, and why these strategies, once used primarily by ultra-wealthy families, are becoming more accessible to everyday investors through technology. The examples used in this episode are hypothetical and for illustrative purposes only. They do not represent actual client experiences or guarantee any specific outcome. This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement or investment strategy.

2. 

   18 Sept 2026

   RMDs: Tax Considerations for Retirement

   Required Minimum Distributions can be one of the most misunderstood topics in retirement planning. In this episode of Capitalize on Retirement, David and Brandon explain how RMDs work, why they exist, and what retirees may want to know before distributions begin. They also cover how the SECURE Act and SECURE Act 2.0 changed the rules around RMD age and inherited IRAs, and why the years between retirement and RMD age may be worth looking at from a planning perspective. The conversation includes Roth conversions, Qualified Charitable Distributions, and how tax planning and retirement planning may work together. This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement strategy.

3. 

   4 Sept 2026

   Can Your Retirement Survive Market Volatility?

   Sequence of returns risk is one of the most important factors in retirement planning, especially in the first few years after you stop working. In this episode of Capitalize on Retirement, David and Brandon explore what happens if the market drops early in retirement, and why that timing can affect a portfolio differently than a downturn during your working years. Using a hypothetical example, they walk through how a $1 million portfolio with $50,000 in annual withdrawals could be affected by a 30% market drop. They also break down Capital A's three-bucket approach to retirement income (safe, income, and growth), along with strategies like Roth conversions and rebalancing that may help navigate market volatility. The example in this episode is hypothetical and for illustrative purposes only. It does not represent an actual client experience or guarantee any specific outcome. This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement strategy.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings