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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 220

      We’ll cover how planning ahead helps you manage income, reduce uncertainty, and stay prepared for whatever life brings—so you can enjoy a more confident and comfortable retirement.

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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 219

      I think a lot of people think that Social Security covers long-term care costs. I've heard that, and that is not the case.

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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 218

      When they accumulate for retirement, they don't keep in mind that they should think about their exit and how much taxes they will be subject to when they start easing into retirement.

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      What's New

      Personalized Retirement Strategy: A Plan Built Around You

      Retirement isn’t one-size-fits-all. Two people can retire the same year with the same savings and still need completely different strategies—because income needs, taxes, risk tolerance, health care costs, and family priorities are

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      Annuities: Why They Can Be a Smart Addition to Your Portfolio

      When you think about building a strong retirement plan, most people focus on a mix of stocks, bonds, and cash. But for many retirees and pre-retirees, there’s another tool that can add

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      2026 Retirement Income Planning: A Practical Guide to Turning Savings Into Paychecks

      Retirement planning changes once the paychecks stop. In your working years, the goal is usually growth. In retirement, the goal becomes reliable income, tax efficiency, and protecting your lifestyle—all while navigating market

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YouTube Video Category: Income Planning

Registered Investment Advisor Answers YOUR Retirement Questions!

This week we’re answering your burning questions about retirement, advisors, and more! In today’s episode of Retire Smart Austin, Phil Capriotti Sr. responds to audience questions with thoughtful and wise answers to help you know the right path forward!

Why Are Annuities So Controversial?

Annuities evoke strong responses, but are they really that bad? In today’s episode of Retire Smart Austin, Phil Capriotti Sr. reveals the hard financial truth behind annuities, and how annuities can provide guaranteed income, protect against market volatility, and ensure tax efficiency!