Capitalist Investor

This week on The Capitalist Investor, Derek Gabrielsen and Dave Abate break down why even the most disciplined do-it-yourself investors are realizing that professional financial guidance isn’t a weakness—it’s wisdom.

They explore the psychological and practical pitfalls of managing money alone, from behavioral biases to tax inefficiencies. Derek and Dave discuss how proper retirement income planning, tax strategy, and risk diversifi...

For decades, retirement has been marketed as the finish line—a time to coast and relax. But what if that’s the wrong way to think about it? In this episode, Tony and Derek challenge the old idea of “retirement” and unpack how today’s retirees can turn uncertainty into opportunity.

They discuss the fears many people face—like outliving your money, losing purpose, or feeling unsure what’s next—and share how smart financial planning ca...

YouTube and Google are full of self-proclaimed “financial experts” predicting the next market crash — but should you really listen to them?

In this episode, Tony Zabiegala and Derek Gabrielsen from Strategic Wealth Partners break down the YouTube investing trap and explain why fear, FOMO, and flashy predictions can lead investors astray.

They cover:

• Why fear-driven content gets more clicks than facts
• How COVID fueled the rise of fa...

Big changes are coming to retirement planning—and they may hit you sooner than you think. In this week’s episode of The Capitalist Investor, Tony and Derek break down new rules that eliminate a key 401(k) tax break for employees over age 50 making more than $150,000

Congress is now forcing these catch-up contributions into Roth accounts, removing the upfront tax deduction many workers rely on. While this may sound like bad...

With all the market noise and new policy changes in 2025, many experts are calling this the smartest year to retire. In this week’s episode of The Capitalist Investor, Tony and Derek break down why this moment could represent the perfect storm for retirement planning.

From locking in market gains after a massive run-up, to taking advantage of favorable tax brackets, to new rules for contributions and deductions—this episode uncovers...

Are you underspending in retirement? Many retirees save diligently for decades but struggle to flip the switch from saving to spending. In this episode of The Capitalist Investor, Tony and Derek reveal why so many people spend less than they could — and how to enjoy retirement without fear of running out of money.

We’ll cover:

• Why retirees underspend even with strong financial plans
• How a Monte Carlo simulation shows what you can ...

Remember the supply chain mess of 2020 or the sudden market drop of 2022? Those so-called “black swan” events hit hard and fast — and they’re not as rare as you think. In this week’s Capitalist Investor, the team dives into how unpredictable market shocks can devastate unprepared portfolios, why retirees are especially vulnerable, and the strategies you can use to safeguard your wealth. Don’t miss this candid conversation on protec...

Dividend stocks have long been considered a safe haven for investors seeking steady income. But in today’s market—where interest rates are rising and economic conditions are shifting—are dividend stocks really the reliable play they used to be? Or are they luring investors into a trap with unsustainable yields and hidden risks? 

In this week’s episode of The Capitalist Investor, Tony Zabiegala and Derek Gabrielsen break down the rea...

On this episode of The Capitalist Investor, hosts Tony Zabiegala and Derek Gabrielsen unpack the rise of thematic investing. From meme stocks and AI ETFs to clean energy and crypto, investors are piling into trendy themes hoping to “get rich now.” 

But is thematic investing a smart long-term strategy — or just a dangerous distraction? Tony and Derek explore the psychology driving this movement, the risks of chasing hype, how to eval...

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...