Welcome to Live Rich: The Capstone Strategy, the podcast for people 55 and over who believe wealth is a tool for living — not just a number on a statement. Hosted by Roxanne Theodoropoulos, who understands the real priorities of retirement and legacy. This show explores how to maximize your financial freedom, purpose, and joy in the final — and most meaningful — chapter of life.
We break down smart, value-driven strategies for spending, giving, and living richly now, not later. From optimizing retirement income and tax planning to leaving a legacy that’s more than just money, each episode equips you with the tools to finish well — and live fully.
Because you didn’t work this hard just to die rich.
Roxanne from Capstone Wealth shares insights on annuities, including when they are beneficial, common pitfalls, and how to approach them with caution. This episode helps listeners understand the nuances of annuities and make informed financial decisions.
15 Sept 2026
How America's 40 Trillion Dollar Debt Could Effect You
In this episode, Roxanne and Sari discuss the impact of national debt on personal finances, tax strategies for retirees, and how to manage investment risks in a volatile economy. They explore practical steps for financial planning amid government spending and economic uncertainty.
4 Aug 2026
Distribution, The Capstone Wealth Way
In this episode, Roxanne from Capstone Wealth shares insights on retirement distribution strategies, how to maximize income, and the importance of understanding your investment approach to live a richer retirement.
7 Jul 2026
Are You Ever Too Old For Roth Conversions
In this episode, Roxanne explores the nuances of Roth conversions, addressing common questions about age, timing, and strategic planning for retirement and estate taxes. She provides actionable insights to help listeners make informed decisions about their financial future.
2 Jun 2026
AI Boom Versus Dot-Com Bubble: Will The Market React The Same
This episode explores the similarities and differences between the dot-com bubble and the current AI boom, focusing on market dynamics, investment strategies, and the importance of planning for market corrections.
5 May 2026
Help With Long-Term Care Questions
This episode tackles the often-overlooked topic of long-term healthcare planning, emphasizing the importance of early conversations, financial strategies, and choosing the right care options to ensure peace of mind in later years.
7 Apr 2026
Worth The Risk? Growth Vs Safety
In this episode, Roxanne from Capstone Wealth shares her investment philosophy focused on risk management, strategic distribution, and personalized financial planning. She discusses how to balance growth with safety, the importance of intentional distribution, and how to align investments with life goals.
3 Mar 2026
You're Invited to the Capstone Wealth Symposium
In this episode of the Live Rich Capstone Experience, Roxanne Theodoropoulos, founder of Capstone Wealth, shares insights on how her firm approaches retirement planning, investment risk management, and the importance of strategic distributions. If you're curious about how to protect and grow your wealth with purpose, this episode is a must-listen. Note: Be sure to register early for the April 14th event at the Hotel Eastport in The Villages, Florida. It’s a full-day session packed with expe...
10 Feb 2026
Structured Notes: What are you Missing
In this podcast episode, Roxanne Theodoropoulos, founder and president of Capstone Wealth, discusses the intricacies of structured notes, a hybrid investment product that combines features of bonds and stocks. She explains how structured notes can be tailored to meet individual risk appetites and yield expectations, making them a versatile option for investors, particularly retirees. The conversation also delves into the historical context of structured notes, their accessibility, and the im...
20 Jan 2026
What High-Income Retirees Need to Know About Medicare Costs in 2026
In this episode of Live Rich, the Capstone Strategy, Roxanne Theodoropoulos discusses the complexities of Medicare costs for high-income earners, focusing on the Income Related Monthly Adjustment Amount (IRMAA) and its implications. She explores the importance of tax planning in relation to Medicare premiums, the impact of life events on income and Medicare adjustments, and the relationship between Social Security cost-of-living adjustments and Medicare increases. The conversation emphasizes...
9 Dec 2025
Tax Strategies for the end of the Year and Beyond
In this episode, Roxanne discusses essential tax strategies to consider before the end of the year. They emphasize the importance of timely actions regarding taxes, including Roth conversions, gifting strategies, and tax loss harvesting. Roxanne shares insights on how to maximize tax benefits and avoid penalties, while also highlighting the significance of building trust and transparency in financial planning. The conversation aims to empower listeners to take control of their financial futu...
4 Nov 2025
Identify if You're being Targeted for an Annuity
In this episode of the Live Rich podcast, host Roxanne Theodoropoulos discusses the complexities of annuities, particularly during the fall season when retirees are targeted by aggressive marketing tactics. She emphasizes the importance of understanding the sales tactics used by some financial advisors and the potential pitfalls of committing to annuities without proper guidance. The conversation highlights the need for retirees to be informed and cautious when making financial decisions, ad...
7 Oct 2025
Off the Beaten Fund: All About Alternative Investments
In this episode of Live Rich, host Roxanne Theodoropoulos discusses the concept of alternative investments, particularly in the context of retirement planning and 401(k) plans. The conversation covers the definition of alternative investments, their risks, and the evolution of 401(k) plans over the years. Roxanne emphasizes the importance of education regarding these investments, especially for younger individuals, and explores specific types of alternative investments like Real Estate Inves...
9 Sept 2025
Time to Spot Reinvesting!
In this episode of Live Rich, Roxanne Theodoropoulos discusses the importance of using money to create a fulfilling life rather than simply accumulating wealth. She delves into the topic of dividends and the common practice of reinvesting them, arguing that retirees should consider enjoying their dividends instead. The conversation emphasizes the need for customized financial planning and the dangers of complacency in investment strategies, particularly as one approaches retirement. Roxanne e...
5 Aug 2025
Diversified and Doomed.
In this episode of Live Rich, host Roxanne Theodoropoulos discusses the importance of enjoying retirement and rethinking traditional financial strategies. She emphasizes the need for retirees to understand the purpose of their money and explore alternative investment options that can provide consistent income, even during market downturns. The conversation highlights the psychological barriers retirees face when it comes to spending their savings and the benefits of proactive financial planni...
26 Jun 2025
Get Over Your Spending Guilt
Certified financial planner Roxanne Theodoropoulos explores overcoming spending guilt and shifting mindsets to enjoy wealth while planning for long-term financial security in this interview episode.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
9 ratings
Spotify
5.0 / 5
7 ratings
Podcast Authority Score: 16 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
19
Social presence
0
YouTube
0
Engagement
32
Host of Live Rich: The Capstone Strategy?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
