Watch Phil Capriotti on The Wealth Council
Sundays @ 1PM on Fox Business
Leah Woodford 00:00 Hi, and welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr. of Empower Wealth and Tax. And today we’re actually going to
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Leah Woodford 00:00 Welcome, Retire Smart Austin. I’m Leah Woodford with Phil Capriotti Sr today, of Empower Wealth and Tax, and we’re actually continuing last week’s show on trusts, and I’m so
Leah Woodford 00:00 Welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr., of Empower Wealth and Tax, and today we’re talking everything trusts. Welcome back.
Saving for retirement is one of the most important financial commitments you can make. But building a sizable retirement account is only part of the equation. The amount you are ultimately able
Why Long-Term Care Deserves a Place in Your Financial Strategy Most people spend years preparing for retirement. They estimate how much income they may need, decide when to claim Social Security, review
Most people do not build their retirement strategy all at once. They accumulate different financial products and accounts throughout their lives. A 401(k) may come from a former employer. An IRA may
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
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,
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
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
For many Americans, Medicare is one of the most valuable benefits they’ll ever receive. Yet every year, countless individuals make important healthcare decisions based on misinformation or outdated advice. The truth is,
As healthcare costs, prescription drug plans, and Medicare options continue to evolve, reviewing your Medicare coverage each year has never been more important. Many people assume that once they enroll in Medicare,
For many Americans, turning 65 feels like a major milestone. While Medicare enrollment is often the first thing people think about, the reality is that Medicare is just one piece of a
For many Americans approaching retirement, two of the most important financial decisions they will make involve Medicare and Social Security. While these programs serve different purposes, the timing of when you enroll
As the Medicare Annual Enrollment Period approaches, many beneficiaries assume their current plan will remain the best option for the coming year. Unfortunately, Medicare plans, provider networks, prescription drug formularies, and costs
Choosing the right Medicare coverage can feel overwhelming, especially with so many options available. One of the biggest decisions retirees face is whether to enroll in a Medicare Advantage Plan or a
Choosing the right Medicare coverage can feel overwhelming, especially with so many options available today. One of the most common questions people ask when approaching retirement is: “Should I choose a Medicare
Medicare continues to evolve each year, and 2026 is bringing several important updates that could directly impact prescription drug costs, coverage choices, and overall healthcare planning for Medicare beneficiaries. One of the