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.
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”.
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.
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.