Episode #131: A lot of Chat, and a Useful Nugget
Hmm, what does that mean? You’ll have to listen to all of Episode 131 of Plan For Life Now to figure it out!
Plan For Life Now
We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.
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Episode #130: Summertime Snooze
When Steve turned on the Zoom to start the podcast, he saw Dave fast asleep. Once Dave explained that, by law, 64 year old men must take a nap at 2pm on warm summer days, they were able to touch on Trump Accounts, Reasons to be bullish on this Bull Market, and Financial Fraud. Unlike Dave, you’ll be wide awake for the entirety of episode 130 of Plan For Life Now. Investors should carefully…
Episode #129: Raging Bull
The Pod starts with a recap of our office move from one part of the Kentlands to another location down the street. Moving is no fun, but this one was really easy!* From there, Steve and Dave discuss this incredible stock market run, and how things have changed, both technically and psychologically, since we opened the old office in 2010. If you like financial history mixed with Capitol Retirement…
Episode #128: Party Like it's 1929
It’s an action packed pod starting with some big logistical news about Capitol Retirement Strategies! From there we recap the winner of the Dave/AI versus Steve/Human Brain NCAA Pool competition, and end with a review of the book “1929”. But we promise you won’t be in a Great Depression after you listen to episode 128 of Plan For Life Now!
Episode #127: March MadnAIs
Obviously, AI did not come up with the Pod headline, but it did assist with Dave’s NCAA pool selections. Steve decided to go “Au naturel”, using only brain power for his picks. Who will win? In other tech news, will AI crater the stock market, the job market, and humanity in general? “As long as I win my bracket!” is not the answer we’re looking for on episode #127 of Plan For Life Now.
Episode #126: Only a Little bit of Coin is Left
Even for seasoned Crypto investors who are used to the rollercoaster, the last six months of Bitcoin has been like Kings Dominion on steroids! That combined with the volatility of Gold and Silver made today’s episode a “State Of The Union” address on these Alternative investments. Also, in memoriam to what was The Washington Post, you’ll learn how Steve and Dave were almost the “Woodward and…
Episode #125: What's Next?
2025 was one of the better years to be an investor, but what’s next for 2026? As part of their annual “Prediction Podcast”, Steve and Dave look back at who was right and wrong last year, and what the “experts” are forecasting for 2026. You’ll also learn who Ned Davis* is and why Dave inexplicably called him out. All this and more on episode 125 of Plan For Life Now. *No, not a character on “The…
Episode #124: The AI Quandry
Nothing screams “Past Performance Does Not Guarantee Future Results” like Artificial Intelligence stocks. What has fueled incredible market success over the past two years has analysts debating what might happen going forward. Steve and Dave tackle the tangible and psychological factors of the A.I. trade in episode 124 of Plan For Life Now*. *ChatGPT played no role in the writing or publishing of…
Episode #123: Dave had a Dream
Similar to Dr. Martin Luther King Jr. (With the exception of the topic, gravitas, historical context, speaking ability, and every other intellectual attribute you can possibly think of), Dave shares his own “ I Had A Dream” speech. Steve adds his financial tidbits and, somehow, Episode 123 of Plan For Life Now is a pretty good potpourri* podcast! *French word for “winging it”
Episode #122: Summering at the Cambridge Conference
Ever wonder what happens when a whole bunch of financial advisors get together for a 3 day conference? If you said, “Yes”, then you need to critically analyze your “Things To Wonder About” list. Having said that, Steve, Dave, and Amy* learned a lot at their Broker Dealer’s annual meeting at the Gaylord in National Harbor. We share all the information, stories, and helpful takeaways on Episode 122…