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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

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      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

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      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

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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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How Big Can Retirement Accounts Get?

Our team of experienced financial advisors and fiduciaries will break down complex concepts into easy-to-understand insights, helping you navigate the intricacies of retirement planning with confidence and clarity.

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Are Annuities BETTER Today Than Ever Before?

Explore what annuities are, how they have evolved over the past decades, and whether they may be a stronger option for retirement planning today.

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The NEXT Generation of Wealth Advisors

Cynthia DeFazio is joined by Phil Capriotti Sr. and Parker Capriotti of Empower Wealth and Tax for a special conversation.

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Why Every Retirement NEEDS an Estate Plan

Phil Capriotti talks about the critical role of estate planning in a successful retirement.

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Retire Smart: The Importance of Planning Your Legacy

Discuss how having a comprehensive plan ensures your assets are protected, your wishes are honored, and your family is cared for in the future.

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Are You Prioritizing Tax EFFICIENCY For Your Retirement?

Discuss how building a comprehensive plan that integrates smart tax strategies can help protect and grow wealth over time, ensuring a stronger financial future.

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