Media Test

Phil Capriotti Sr. discusses why estate planning is an important consideration for many retirees — not just those with multi-million-dollar estates.
Phil Capriotti Sr. and host Spike Spengel explore the economic forces driving today’s market momentum and what those developments may mean for retirement investors.
In this episode, Phil Capriotti Sr. shares his perspective on the financial outlook for 2026, emphasizing strategic preparation over speculation.
Phil shares practical insights into building a plan designed to remain flexible as markets and personal circumstances evolve.
Phil Capriotti Sr. and host Spike Spengel take a forward-looking approach to retirement planning — focusing on how shifting market conditions and election cycles can influence investment strategy, tax efficiency, and overall
Join Phil Capriotti Sr. and host Spike Spengel, where they dive deep into tax-smart retirement strategies for today’s dynamic markets.
Phil Capriotti Sr. discusses why estate planning is an important consideration for many retirees — not just those with multi-million-dollar estates.
Phil Capriotti Sr. and host Spike Spengel explore the economic forces driving today’s market momentum and what those developments may mean for retirement investors.
In this episode, Phil Capriotti Sr. shares his perspective on the financial outlook for 2026, emphasizing strategic preparation over speculation.
Phil shares practical insights into building a plan designed to remain flexible as markets and personal circumstances evolve.
Phil Capriotti Sr. and host Spike Spengel take a forward-looking approach to retirement planning — focusing on how shifting market conditions and election cycles can influence investment strategy, tax efficiency, and overall retirement income planning.
Join Phil Capriotti Sr. and host Spike Spengel, where they dive deep into tax-smart retirement strategies for today’s dynamic markets.

Episode

Turning 65 is an exciting milestone—but it also brings important Medicare decisions. With multiple enrollment periods, coverage options, and deadlines to understand, even a small mistake could lead to delayed coverage, unexpected

Episode

As your 65th birthday approaches, you will have several important Medicare decisions to make. One of the biggest is choosing how you want to receive your Medicare benefits. Should you select Original

Episode

When you become eligible for Medicare, you may hear several similar-sounding terms: the “Welcome to Medicare” visit, the Annual Wellness Visit, and a routine physical exam. Although these appointments can all play

Episode

Choosing Medicare coverage is an important decision—but it is not necessarily a one-time decision. The coverage that worked well when you first enrolled may not continue to fit as your health, prescriptions,

Episode

When most people think about Medicare, they think about coverage for doctor visits, hospital stays, prescriptions, and medical treatment. But Medicare also provides access to a wide range of preventive services designed

Episode

When most people hear the words “annual checkup,” they assume they’re talking about a physical exam. Under Medicare, however, there’s an important difference between an Annual Wellness Visit and a routine physical—and