Plan For Life Now
We are an independent retirement planning firm geared towards serving the investment and insurance needs of people over the age of 50.
Episodes
May 29, 2026 • 28 mins
The Pod starts with a recap of our office move from one part of the Kentlands to another location down the street. Moving is no fun, but this one was really easy!* From there, Steve and Dave discuss this incredible stock market run, and how things have changed, both technically and psychologically, since we opened the old office in 2010. If you like financial history mixed with Capitol Retirement Strategies history ( And who doesn’...
Listen
Watch
Mark as Played
April 24, 2026 • 28 mins
It’s an action packed pod starting with some big logistical news about Capitol Retirement Strategies! From there we recap the winner of the Dave/AI versus Steve/Human Brain NCAA Pool competition, and end with a review of the book “1929”. But we promise you won’t be in a Great Depression after you listen to episode 128 of Plan For Life Now!
Listen
Watch
Mark as Played
March 18, 2026 • 28 mins
Obviously, AI did not come up with the Pod headline, but it did assist with Dave’s NCAA pool selections. Steve decided to go “Au naturel”, using only brain power for his picks. Who will win? In other tech news, will AI crater the stock market, the job market, and humanity in general? “As long as I win my bracket!” is not the answer we’re looking for on episode #127 of Plan For Life Now.
Listen
Watch
Mark as Played
February 11, 2026 • 31 mins
Even for seasoned Crypto investors who are used to the rollercoaster, the last six months of Bitcoin has been like Kings Dominion on steroids! That combined with the volatility of Gold and Silver made today’s episode a “State Of The Union” address on these Alternative investments. Also, in memoriam to what was The Washington Post, you’ll learn how Steve and Dave were almost the “Woodward and Bernstein” of the Northern Virginia high...
Listen
Watch
Mark as Played
January 6, 2026 • 27 mins
2025 was one of the better years to be an investor, but what’s next for 2026? As part of their annual “Prediction Podcast”, Steve and Dave look back at who was right and wrong last year, and what the “experts” are forecasting for 2026. You’ll also learn who Ned Davis* is and why Dave inexplicably called him out. All this and more on episode 125 of Plan For Life Now.
*No, not a character on “The Simpsons”, but good guess!
Listen
Watch
Mark as Played
November 19, 2025 • 26 mins
Nothing screams “Past Performance Does Not Guarantee Future Results” like Artificial Intelligence stocks. What has fueled incredible market success over the past two years has analysts debating what might happen going forward. Steve and Dave tackle the tangible and psychological factors of the A.I. trade in episode 124 of Plan For Life Now*.
*ChatGPT played no role in the writing or publishing of this podcast blurb
Listen
Watch
Mark as Played
October 17, 2025 • 31 mins
Similar to Dr. Martin Luther King Jr. (With the exception of the topic, gravitas, historical context, speaking ability, and every other intellectual attribute you can possibly think of), Dave shares his own “ I Had A Dream” speech. Steve adds his financial tidbits and, somehow, Episode 123 of Plan For Life Now is a pretty good potpourri* podcast!
*French word for “winging it”
Listen
Watch
Mark as Played
September 18, 2025 • 25 mins
Ever wonder what happens when a whole bunch of financial advisors get together for a 3 day conference? If you said, “Yes”, then you need to critically analyze your “Things To Wonder About” list. Having said that, Steve, Dave, and Amy* learned a lot at their Broker Dealer’s annual meeting at the Gaylord in National Harbor. We share all the information, stories, and helpful takeaways on Episode 122 of Plan For Life Now!
*It only too...
Listen
Watch
Mark as Played
July 24, 2025 • 28 mins
On episode 121 of Plan For Life Now, Steve and Dave break down the recently passed “Big, Beautiful Bill”. How does this bill affect you? If you’re very rich, you’ll be very happy. If you’re retired and a typical client of ours, we think you’ll like some of the things you hear. If you’re on Medicaid…there are so many other podcasts out there for your listening pleasure.
Listen
Watch
Mark as Played
June 4, 2025 • 31 mins
A very bullish episode 120 of Plan For Life Now starts with Dave’s review of his trip to Japan. He’s bullish on Japan, especially the toilets ( That, my friends, is what we call “a tease!). Steve then makes a strong case that we are not going into a recession, followed by a more existential discussion of the psychological reaction people now have towards the stock market. The Wall Street Journal says, “Episode 120 has a truly posit...
Listen
Watch
Mark as Played
April 8, 2025 • 30 mins
In this day after “Liberation Day” podcast, Steve and Dave try to unwind and analyze what all this tariff stuff means. Is their analysis accurate? Only time will tell. More importantly, how does this affect your retirement plan, and what should you do going forward? A lot of questions and (we think) some good answers on episode #119 of Plan For Life Now.
Listen
Watch
Mark as Played
March 13, 2025 • 24 mins
Be it tarrifs or DOGE or whatever, the March markets start off (way!) down. A good time for Steve and Dave to reiterate their tangible and emotional investing fundamentals! Plus, you’ll learn a new phrase, “The Yen Carry Trade “.* All this and more on episode 118 of PFLN.
*If you already know what “The Yen Carry Trade” is, we recommend less screen time, and more person to person interaction.
Listen
Watch
Mark as Played
January 28, 2025 • 35 mins
Are you a Fed? Is going into the office 5 days a week not for you? Are you retired or recently retired, and know you need a game plan, but have told yourself you’ll “get to it at some point?” If so, starting at the 7:30 mark of Episode 117 of PFLN, Steve and Dave discuss the financial challenges,solutions, and action steps for federal retirees in 2025!
Listen
Watch
Mark as Played
December 16, 2024 • 34 mins
It’s the season of giving, so Steve and Dave start with how the markets certainly held up their share of the bargain in 2024. And speaking of 2024, they move on to “Seven Lessons of 2024” by Charlie Billelo, arguably the second greatest “Lessons” piece ever written ( Sorry, nothing beats my personal golf bible, “Ben Hogan’s Five Lessons”). If you’re interested in financial and philosophical guidelines for 2025 and beyond, then epis...
Listen
Watch
Mark as Played
November 13, 2024 • 21 mins
The Trump (Gravy?) Train
It’s a special election recap episode! What will a second Trump presidency mean for your money? Dave and Steve go over the Pros, the Cons, the Neo Cons… You name it, they will cover it on episode #115 of Plan For Life Now.
Listen
Watch
Mark as Played
September 13, 2024 • 26 mins
Just in case you didn’t believe we were a Washington DC area firm, we decided to take the month of August off from podcasting. So we start with our summer recap, including Steve’s trip to Colorado and Dave’s rare use of the word “frothy” to describe the market’s big returns in July. We also give a stern warning on falling prey to presidential politics and investment emotions. All this and more on episode——of PFLN.
*Best Pod title ...
Listen
Watch
Mark as Played
July 15, 2024 • 32 mins
It could be Trump. It could be Biden. As of this recording, it could even be someone not born during the Roosevelt administration (Franklin, not Teddy, although it seems like Teddy). In any case , Steve and Dave debate whether this election will lead to a market correction. Plus, you’ll meet Harry Dent-The Bear of all Bears. Forget “Nervous Nellie”, this guy is “ Hair On Fire Nellie”! All this and more on episode—-of Plan For Life ...
Listen
Watch
Mark as Played
June 3, 2024 • 28 mins
After a brief epilogue on Tony Robbins’ out of touch financial advice (great tips if you’re “The Billionaire Next Door”, not so hot for the bottom 99.9999%), we delve into what may be the next great investment bubble, AI. Dave’s a big fan of Professor Scott Galloway, and he is predicting that the AI bubble will burst. So if you’re not quite ready for the “Mr Roboto* Revolution”,
Episode 112 of Plan For Life Now is definitely for yo...
Listen
Watch
Mark as Played
April 10, 2024 • 28 mins
The podcast starts with Steve’s look back at the life and times of Daniel Kahneman. Who’s Daniel Kahneman (Said everyone with a life and/or hobby)? He’s a psychologist whose theories on human behavior have had a profound effect on the world of finance…Oh, that Daniel Kahneman!! We also discuss some questionable investment advice from another guy who knows a thing or two about human behavior, motivational speaker Tony Robbins. So i...
Listen
Watch
Mark as Played
March 6, 2024 • 23 mins
Nobody wants to be the victim of a financial scam, yet they are becoming more prevalent and exotic every day. The story of one such incident, that Steve relays in this podcast, is fascinating, terrifying and informative all at the same time! Episode 110 of Plan For Life is a must listen, and a must lesson, for all of us.
Listen
Watch
Mark as Played
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Building on the belief that a deeper understanding of the natural world enriches all of our lives, host Steven Rinella brings an in-depth and relevant look at all outdoor topics including hunting, fishing, nature, conservation, and wild foods. Filled with humor, irreverence, and things that will surprise the hell out of you, each episode welcomes a diverse group of guests who add their own expertise to the vast world of the outdoors. Part of The MeatEater Podcast Network.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
Hey Jonas! The official Jonas Brothers podcast. Hosted by Kevin, Joe, and Nick Jonas. It’s the Jonas Brothers you know... musicians, actors, and well, yes, brothers. Now, they’re sharing another side of themselves in the playful, intimate, and irreverent way only they can. Spend time with the Jonas Brothers here and stay a little bit longer for deep conversations like never before.
The official podcast of comedian Joe Rogan.