All Episodes
The Capital Stewards Podcast — 80 episodes
Q2 2026 Economic & Investment Outlook | Iran War, Oil Prices, Market Outlook & Portfolio Strategy
Navigating Healthcare Expenses in Retirement: Medicare, TRICARE, & the "Insurance Bridge"
2026 Tax Strategy Guide | New OBBBA Rules for Huntsville
Is Your Investment Portfolio Really Diversified?
2026 Economic & Investment Outlook: Physics 101
Wall Street vs. Reality: Who Got 2025 Right?
Alternative Investments: What You Need to Know
Year End Financial Tips for 2025
Economic + Investment Outlook: Two Speed Economy
When Should I Claim Social Security?
Are We In A Stock Market Bubble?
How to Plan and Pay for College in 2025
One Big Beautiful Podcast
2025 Mid Year Investment Outlook: Slow Grind
Market Update: Summer Road Trip
Play Offense During Down Markets: 5 Strategies to Consider
Tariffs = Recession: 2nd Quarter Investment Outlook
Should I Consider A ROTH Conversion?
What Should I Do About Investment Risk and Uncertainity
Your Guide to Reducing Taxes in 2025 and Beyond! Do You Pay Your Fair Share?
Trump 2.0's Impact on Your Wallet
Will the Fed Cause a Recession? - 2025 Outlook
How Accurate Were 2024 Market Forecasts? We Have the Receipts!
Myths & Misconceptions: "Alternative" Investments
Year End Financial Planning Tips + Election Implications
Year End Outlook: Soft Landings, Mag 7 and the Trump Trade
IRA vs. 401k. vs. ROTH: Which Retirement Accounts to Use and When
Election 2024 Economic Proposals: Real Insight
Is College Worth it? How to Save and Pay for College in 2024
What Does it Mean to "Be a Good Steward?”
Should I Buy An Annuity?
Is a Recession on the Horizon? Midyear Economic and Investment Outlook
Is Social Security going bankrupt? How does that impact my retirement?
Retirement Planning 201: Real Advice on Taxes, Social Security, Healthcare and Investing
5 Common Challenges of Investing for Non-Profits, Endowments and Churches
Are Immigrants Stealing Jobs? The Real Story Around Immigration in 2024
Economic & Investment Outlook: Perception Isn't Reality Q2 2024
Investing in Bitcoin and Cryptocurrency
Reducing Taxes in 2024! Short and Long-Term Tax Planning.
What Impact Will the 2024 Election Have on the Stock Market?
Better New Year's Resolutions
2024 Economic & Investment Outlook: The Sugar High is Over
Tax Time is NOW i.e. Year End Tax Planning Tips
Impact of Rising Interest Rates on Investing and Financial Planning
Real Estate Market Update (Should I Buy an Airbnb or Office Property Now?)
4th Quarter Economic and Investment Outlook: This Time is Not Different
Investing in Real Estate, a Multi-Generational Perspective
Generational Wealth: Estate Planning = Springboard for Next Gen
Generational Wealth: How to Not Spoil Your Kids
Generational Wealth: You Can Do It + Where to Start
Q3 Investment Outlook: Are We There Yet?
Active Mutual Funds are Making a Comeback...OR NOT!
Summer Reflections On Stewardship, Money and Investing
What Should I Do With My Bonus? (Cash & Stock?)
Q2 Investment Outlook: Are Things as Bad as they Seem?
Bank Failures - Real Perspective on Safe Money
How to Build Passive Income...The Right Way.
2023 Tax Reduction Strategies...and Super Bowl Commercials!
What's UP With Markets?
Best Financial New Year's Resolution + How Secure Act 2.0 Impacts Your Retirement
2023 Outlook: Lies, Damn Lies and Recessions
*Special Episode* Maximize Your Company Benefits
4 Real Principles for Successful Investing
ESG: The Battle of Good vs. Evil Investors
The Medicine Tastes Bad...4th Quarter Economic and Market Outlook
Is Your Family College Ready? How to Get In to College and How to Pay for College...
Should I Buy Life Insurance?
Special Episode: Student Loan Forgiveness
Don't Let These Retirement Spending Surprises Derail Your Plan!
Back To School: Planning and Paying for College
Debunking Misconceptions About Investing in a Slower Growth Environment - 2nd Half 2022 Outlook
Teaching Your Kids (of ALL AGES) About Money
The "R" Word...Recessions
Demystifying Retirement Accounts: Contributing to Your 401k and IRA on Autopilot May NOT Be For Everyone
Smart Actions Investors Should Consider During Market Drops (Other than Panic Selling)
5 Questions to Ask Your Financial Advisor
Inflation. What is Inflation and What Should I Do About It?
Move from a Mess of Investment Accounts to Simplicity
Investing Goals When You Don't Have Your Life Mapped Out
Who We Are...Our Personal Investing Journey