September 12, 2026
Stress Testing an Early Retirement
RMDs, healthcare bridges, and the assumptions most retirement plans fail to test.
The Care & Capital Podcast
Because every part of your financial life matters
Candid conversations that turn complicated wealth decisions into practical next steps.
Latest episodes
38 min
September 5, 2026
Direct Indexing, Roth Conversions & Private Markets
Where advanced strategies can add value—and where complexity is not worth the cost.
August 29, 2026
Reducing Risk in a Concentrated Stock Position
A case study in diversification, tax management, and preserving long-term flexibility.
Demonstration episode listings; audio playback and hosts are illustrative.