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August 26, 2025 22 mins

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 stocks that sound exciting—but rarely make sense in a real portfolio


Tony and Dave share the behind-the-scenes truth about how these recommendations are sold to the public and why you need a personalized strategy built around your specific goals—not media hype.
 
They also share their “apple pie” analogy that simplifies how real planning works.
 
🎯 Have a financial idea you’ve been pitched recently? Bring it to your advisor before you implement it.
 
📬 Questions or topic ideas? Email info@swpconnect.com

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