Capitalist Investor

On this episode of The Capitalist Investor, Tony Zabiegala is joined by Dave Abate to tackle the dangerous “one-size-fits-all” advice that floods financial media—from TV personalities to radio shows and podcasts. 

They break down three of the most common myths they hear from clients: 

• Annuities that promise 8–9% returns
• Fear-based Medicaid planning strategies that can destroy your retirement plan
• Hot tips about crypto, gold, and st...

The 60/40 portfolio (60% stocks, 40% bonds) has been called everything from the cornerstone of retirement planning to a relic of the past. With the Fed signaling multiple rate cuts, could bonds finally regain their place in balanced portfolios?

In this episode of The Capitalist Investor, Tony Zabiegala and Derek Gabrielsen discuss the history of the 60/40 model, why bonds collapsed in 2022, and whether alternatives like pr...

In this episode of The Capitalist Investor, we reveal three powerful investment strategies used by top-tier financial planning firms to help build diversified, long-term wealth—beyond stocks and bonds.

These are not your typical 401(k) options. We break down:

How private credit can deliver treasury-like risk with higher yield

Why private real estate (not your average REITs) can provide steady income and l...

Ohio’s move to a flat tax is making headlines, but the real story is what it means for your money. In this episode of The Capitalist Investor, Mark and Tony explore how this shift could impact business owners, high-income earners, and retirees—and why it might open the door to smarter tax planning.

From reducing tax drag to creating new opportunities for portfolio growth, we’ll show you how to turn a policy change into a f...

Is crypto becoming too regulated to be worth the risk—or is government oversight exactly what it needs? In this episode, Derek and guest host Dave break down the recently passed GENIUS Act and its impact on the future of cryptocurrency, from stablecoins and decentralization to government regulation and retirement planning. They explore whether retirees (and pre-retirees) should still consider crypto in their financial plans—and how...

Retirement isn’t just about reaching the finish line—it’s about making sure your money lasts as long as you do. In this week’s episode of The Capitalist Investor, Tony and Derek break down five critical retirement moves that often get overlooked:

✅ Recheck your withdrawal strategy
 ✅ Lock in healthcare coverage costs
 ✅ Review and adjust your tax strategy
 ✅ Simplify and consolidate accounts
 ✅ Establish a realistic...

In this episode of The Capitalist Investor, Tony and Derek dig into a hot economic debate: Are tariffs inflationary or deflationary? They break down the political and economic implications of Trump’s proposed tariff policies, explore historical lessons, and discuss which industries are most likely to win or lose.

Then, the guys shift gears to tackle a listener question about the “Big Beautiful Bill” and whether it actually...

This week on The Capitalist Investor, Tony and Derek ask a big question: Can Gen X really retire? From inflation and rising healthcare costs to underfunded savings and Social Security uncertainty, they break down the biggest threats to the 45–60-year-old crowd’s financial future.

They also dive into how pop culture has influenced Gen X's spending habits, the impact of Trump headlines on the market, and a few favorite ...

On this episode of The Capitalist Investor, Tony and Derek break down the 5 most common financial mistakes they see from DIY investors—and why avoiding professional guidance can cost you big time in the long run. From waiting too long to save, to misusing your 401(k), to failing to plan for taxes and estate issues, they walk through how each mistake impacts retirement.

They also share real-world case studies, client storie...

This week on The Capitalist Investor, we dive into how Warren Buffett’s timeless investing principles apply in today's AI-driven market. Joined by special guest Dave Abboud, we break down why Buffett’s long-term strategies still matter—and how investors can use AI tools to think like the Oracle of Omaha. 

We cover:

• Buffett’s biggest bets (Coca-Cola, Apple) and what made them genius
• How to cut through the noise in today’s tech...

This week on The Capitalist Investor, Tony and Derek break down what’s really driving the latest wave of retail investor behavior. From the return of meme stocks like GameStop and AMC to the AI-fueled obsession with Nvidia, they unpack why FOMO is creeping back into the markets—and why that’s a red flag. 

They cover: 

• 🚨 Why meme stocks aren’t coming back like 2021
• 💸 The danger of piling into overvalued AI stocks
• 📊 Retail investo...

Inflation Isn’t Going Anywhere — Now What? | 5 Key Takeaways for Investors 

This week on The Capitalist Investor, Tony and Derek dig into one of the most stubborn challenges in today’s economy: inflation. From what’s fueling it to how investors can respond, they unpack practical strategies for protecting and growing your wealth in today’s high-cost environment. 

Here’s what you’ll learn in this episode: 

• Why inflation remains stic...

In this episode of The Capitalist Investor, Tony and Derek dive deep into President Trump's proposed "one big beautiful bill"—a sweeping act aimed at making the 2017 tax cuts permanent. The hosts break down the key points of the bill, highlighting the benefits, such as extending lower tax rates, eliminating taxes on tips and Social Security (for specific income brackets), and promoting economic growth through investm...

Join Tony and Derek on this episode of the Capitalist Investor as they dive into the world of automation and AI, exploring whether technology is really stealing jobs or unlocking new opportunities for workers everywhere. They break down which jobs are most at risk, which ones are likely safe, and how AI could even create entirely new roles that haven't existed before. The conversation spans everything from blue-collar construc...

This week on The Capitalist Investor, Derek and Dave Abate break down how today’s hyperconnected world is reshaping the way we invest. From the rise of FOMO (Fear of Missing Out) and the viral spread of market rumors to the explosive growth of meme coins and NFTs, they explore the emotional traps that can derail even seasoned investors. Learn how instant-access trading apps, social media, and influencer hype have made the market mo...

Should You Cash Out Your 401k for a Ticket to Space? 

This week on The Capitalist Investor, we launch into the fast-growing space economy—from space tourism hype to real investment opportunities. Derek opens with a hilarious hypothetical: should you drain your 401k to buy a $450,000 Virgin Galactic flight? Spoiler: probably not—but the question sparks a deeper dive into space tech, exploration, and where savvy investors are looking....

Ep. 318 – Is AI a Friend or Foe for Investors?  

How AI is transforming portfolios, financial advice, and the role of real advisors.  

Is Artificial Intelligence the future of investing—or a threat to your portfolio? 

In this episode, Derek and Tony explore how AI is being used in wealth management and investing. Can it help you build smarter strategies—or is it just another Wall Street distraction? We unpack the hype, the risks, and ...

Unlock the Secrets Behind the Looming Tax Cut Expirations—What Does It Mean for Your Wallet and Investments?

Are you prepared for one of the most significant financial shakeups of the year? In this episode of the Capitalist Investor, host Derek sits down with financial expert Dave Abate to break down the high-stakes world of tax reform, expiring tax cuts, and how the current political climate could impact your bottom line. Whether y...

 In this week's episode of the Capitalist Investor podcast, hosted by Diamond Hands D and co-hosted by Tony, there were several key topics discussed around the complex dynamics of investing in volatile markets. Here are the five hot topics that were tackled in the episode:

1. Psychology of Investing in Volatile Markets: The conversation began with how current market volatility heightens the need to understand the psychology of...