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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 214

      Speaking about the right time, talk a little bit about this Great Wealth Transfer. Over $84 trillion is anticipated to be transferred to different generations.

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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 213

      Why you should be working with not only a Certified Financial Planner, but that same person being a tax planner as well. They marry together so beautifully, and you'll see why it's

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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 212

      When you get into the retirement phase of life, it's no longer about accumulating money so much. It's more about preserving it.

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      What's New

      A Well-Rounded Financial Plan Starts With the Whole Picture

      When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than

      View >>

      Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)

      Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation, market swings, and

      View >>

      2026 Retirement Planning Goals: A Simple Roadmap to Start the Year Right

      Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes, and stay on track. 2026 Retirement Planning Goals: A Simple Roadmap to

      View >>
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Retire Smart Austin TV

With Phil Capriotti

Tune In Here:

FBN

Sundays at 1:00 PM

KTBC-FOX:
Channel 7

Sundays at 9:00 AM

NBC-KXAN:
Channel 36

Sundays at 10:30 AM

KNVA-CW:
Channel 54

Saturdays at 9:30 AM

Retire Smart Austin Banner

Retire Smart Austin | Episode 214

Speaking about the right time, talk a little bit about this Great Wealth Transfer. Over $84 trillion is anticipated to be transferred to different generations.

View >>
Retire Smart Austin Banner

Retire Smart Austin | Episode 213

Why you should be working with not only a Certified Financial Planner, but that same person being a tax planner as well. They marry together so beautifully, and you'll see why it's

View >>
Retire Smart Austin Banner

Retire Smart Austin | Episode 212

When you get into the retirement phase of life, it's no longer about accumulating money so much. It's more about preserving it.

View >>
Retire Smart Austin Banner

Retire Smart Austin | Episode 211

A lot of people tend to think retroactively, so they'll get their first 1099 in the mail come February the year after, and it's too late, typically, to take advantage of some

View >>
Retire Smart Austin Banner

Retire Smart Austin | Episode 210

Let's talk about the difference between passive and active portfolio management. We can literally- on major downturns, we can literally save a retirement, save a portfolio, by doing just little things like

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Retire Smart Austin Banner

Retire Smart Austin | Episode 209

They thought they had an estate plan that was viable, but in fact, they made common mistakes, like having one of their children distribute the assets of the estate. We're going to

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Retire Smart Austin Radio

With Phil Capriotti

Tune In Here:

KLBJ

Saturdays at 7:00 AM
Sundays at 3:00 PM
Thurdays at 6:00 PM

KTXW

Saturdays at 8:00 AM
Sundays at 2:00 PM

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Ep. 110

Unlocking Tax-Efficient Retirement: Roth Conversions & Smart Strategies

Join Phil Capriotti Sr. and host Spike Spengel, where they dive deep into tax-smart retirement strategies for today’s dynamic markets.

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Ep. 109

Smart Tax Moves and Custom Plans: Navigating Retirement, Investment, and Generational Wealth

This week, the team tackles the complexities of financial planning, with a focus on customized solutions for every stage of life and wealth bracket.

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Ep. 107

The “Big Beautiful Bill”: What It Means for Your Taxes and Retirement

Phil Capriotti Sr. takes listeners through the newest round of tax legislation — dubbed the “Big Beautiful Bill”.

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Ep. 106

Understanding Tariffs, Taxes, and the Economy

Phil Capriotti Sr. steps into “Economics 101” mode to break down a complex topic — tariffs — and why they’re making headlines again.

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Ep. 105

Avoiding the Top IRA and Tax Mistakes

In this episode, Phil Capriotti Sr. and Spike Spengel dive into one of the most overlooked parts of retirement planning — the mistakes investors make with their IRAs.

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Retire Smart Austin YouTube

What if Your Social Security WASN’T Taxed?

Phil Capriotti breaks down essential steps to building a successful retirement plan, from understanding how hours in retirement can add up financially, to uncovering strategies for getting up to $1,600 per qualifying spouse.

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How Can NEW Taxes Affect Your Retirement in 2025?

We explore the real value of tax credits like those for solar panels, income thresholds that affect retirement planning, and even ways to approach a potentially tax-free retirement.

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Should Our Country’s Main INCOME Be Tariffs in 2025?

Phil Capriotti breaks down the history of tariffs, trade policy, and their lasting impact on the U.S. economy.

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Are Tariffs Actually GOOD For The Economy?

This video explores the evolution of retirement planning and why it’s more important than ever to think strategically about your financial future.

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How Will No Tax on Overtime Affect You?

This video dives deep into the essential strategies every retiree and investor should know to secure their financial future.

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Can Tariffs Change Your Retirement Plans?

Explore essential financial planning strategies for retirement, covering everything from market insights and tax planning to risk management and wealth-building tactics.

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IRA Blog

Your ultimate resource for expert insights, strategic advice, and the latest updates in the world of Individual Retirement Accounts (IRAs).

Eligible Designated Beneficiaries and Roth IRA Contributions: Today’s Slott Report Mailbag

  By Sarah Brenner, JD Director of Retirement Education Question: Hello! I have been a big fan for a long time. I have a question regarding a Roth IRA I inherited from

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Spousal IRA Contributions

  By Sarah Brenner, JD Director of Retirement Education IRA and Roth IRA contributions are only permitted when you have taxable “compensation” or earned income. Typically, whether or not a person has

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SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag

  By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I am searching for confirmation that Roth SIMPLE IRA contributions are not limited by modified adjusted gross income (MAGI) in the same

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Inherited Roth IRAs and Successor Beneficiaries

  By Andy Ives, CFP®, AIF® IRA Analyst In our December 8, 2025 Slott Report entry (“Yes, RMDs Apply to Inherited Roth IRAs, But…”), we wrote about the application of required minimum

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SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag

  By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I am searching for confirmation that Roth SIMPLE IRA contributions are not limited by modified adjusted gross income (MAGI) in the same

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Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules

  By Ian Berger, JD IRA Analyst One of the most common retirement account transactions – rolling over Roth 401(k) funds to Roth IRAs – is also one of the most complicated

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Weekly Market Commentary

Your go-to source for timely and insightful analysis of the financial markets. Our weekly updates are designed to keep you informed and equipped to make sound investment decisions for your retirement portfolio.

Weekly Market Commentary

Global equity markets finished the week mixed, with US markets posting their second straight week of losses. Geopolitical concerns and trade tensions were top of mind for investors as global leaders met

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Weekly Market Commentary

US financial markets ended the week with mixed results as investors assessed the first week of fourth-quarter earnings. Earnings results from the banks initially prompted selling, but this may have been due

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Market Review Chart

Weekly Market Commentary

US equity markets notched new highs in the second week of the new year, even as geopolitical tensions increased in several regions. The new highs came on a broadening out of the

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Weekly Market Commentary

US markets ended the New Year holiday-shortened week with losses. Mega-cap Technology issues sold off on low volume, as did Financial and Consumer Discretionary sectors. That said, the S&P 500 posted its

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Weekly Market Commentary

The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs. Mega-cap Tech assumed its leadership role with the semiconductor sector having relative

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Weekly Market Commentary

US markets finished the week mixed, with a late-week rally in technology mitigating early-week losses. Micron Technology’s third-quarter results were excellent and helped propel technology stocks after the announcement. Western Digital, Seagate,

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Weekly Newsletter

Your essential guide to staying informed and making smart decisions for your financial future. Our newsletter is crafted to deliver the latest financial insights, strategic advice, and important updates.

A Well-Rounded Financial Plan Starts With the Whole Picture

When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than

View >>

Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)

Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation, market swings, and

View >>

2026 Retirement Planning Goals: A Simple Roadmap to Start the Year Right

Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes, and stay on track. 2026 Retirement Planning Goals: A Simple Roadmap to

View >>

Why Annuities Can Be a Great Fit Heading Into 2026

As we move into 2026, many investors are asking the same question: How do I protect what I’ve built—without giving up the ability to grow? That’s exactly where annuities can play a

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Heading into 2026: A Smart Retirement Checkup (Without the Overwhelm)

As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend

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Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement Portfolio

As we move into 2026, many retirees and pre-retirees are asking the same question: “How do I keep my retirement plan growing without exposing everything to the next market swing?” After several

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Medicare Blogs

Medicare Prescription Drug Coverage (Part D): What It Covers, What It Costs, and How to Choose the Right Plan

If you take even one regular medication, Medicare prescription drug coverage can make a meaningful difference in your monthly budget. But Part D can also feel confusing because plans change, formularies change,

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Medicare in 2026: What’s New, What Costs More, and What to Review Now

Medicare costs changed in 2026—Part B premiums and deductibles are higher, Part A hospital costs increased, and Part D now has a firm annual out-of-pocket cap. Here’s what beneficiaries should review and

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Medicare Part D in 2026 — What It Covers, What It Costs, and How to Choose the Right Plan

Medicare can feel pretty straightforward… until prescriptions enter the picture. That’s where Medicare Part D comes in. If you take medications now (or even think you might later), understanding Part D can

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Medicare Checkup: 7 Smart Moves to Start the Year Confident

Medicare is not “set it and forget it.” Plans, provider networks, drug formularies, and costs can change each year—sometimes in ways that surprise people after they’ve already scheduled appointments or refilled prescriptions.

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Medicare & You: Your 2026 Checklist for Smarter Coverage and Lower Costs

As we head into 2026, Medicare remains one of the most important (and misunderstood) parts of retirement. The good news: you don’t have to “figure it out” alone. A few smart, proactive

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Medicare in 2026: What’s New, What’s Changing, and What Your Clients Should Do Now

2026 is shaping up to be one of the most “noticeably different” Medicare years in a while—not because the rules are unrecognizable, but because the cost and prescription-drug pieces are moving in

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