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 financial advantage.

👉 CTA: If you’ve got $3M+ invested and haven’t reviewed your tax strategy lately, it’s time. Feel free to email us at info@swp.com for more information.

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 to think about crypto beyond just Bitcoin. Plus, tips on how to get started without betting the farm.

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 monthly spending plan.

Plus, they wrap things up with their picks for this year’s British Open.

If you’re in or approaching retirement, this episode covers real-life insights and strategies to help you stay on track.

🔗 Have a question or show idea? Email us: info@connectA.com
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