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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
  • 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.
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    51 mins
  • All About The Retirement Income: Planning for Your Future

    All About The Retirement Income: Planning for Your Future
    Jun 20 2026

    Join Michele Stewart as she discusses essential retirement planning topics, including income strategies, Medicare decisions, long-term care, and the importance of proactive planning to ensure a secure and fulfilling 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
    50 mins
  • Mastering Retirement: Strategies to Secure What's Next

    Mastering Retirement: Strategies to Secure What's Next
    Jun 13 2026

    In this episode, Michelle Stewart, wealth strategist, Capital Financial discusses essential retirement planning strategies, including RMDs, Roth conversions, and the importance of a comprehensive five-pillar approach to secure your financial future.

    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
    50 mins
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