The Money Captain Podcast Podcast Por Chris Drew arte de portada

The Money Captain Podcast

The Money Captain Podcast

De: Chris Drew
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The Money Captain — Host Chris Drew of BayTrust cuts through the noise and makes smart money simple. Each episode peels back the curtain on real financial decisions — from retirement and investments to taxes, family planning, and the everyday tradeoffs few advisors talk about. Expect clear frameworks, practical moves you can use this week, and interviews with entrepreneurs, planners, and people who’ve learned the hard way.

This is not finance theater. Chris steers with curiosity and candor, asking the questions professionals and do-it-yourselfers wish they’d asked sooner. Whether you’re building wealth, protecting it, or just trying not to make avoidable mistakes, The Money Captain gives you honest, usable guidance and a plan for your next step. Subscribe now and get a new roadmap every two weeks.

Call to action: Subscribe on Apple Podcasts/Spotify, visit baytrust.com/the-money-captain for show notes, and follow @BayTrust on LinkedIn for episode updates.

2026 Broadcasting Experts, LLC
Episodios
  • Tax Season

    Tax Season
    Apr 10 2026

    Tax season is almost over—but for retirees, the biggest opportunities may just
    be beginning. What can you still do right now before the deadline—and what should you
    be planning immediately after?

    Reach out to Chris at baytrust.com or 813.820.0069

    See omnystudio.com/listener for privacy information.
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    33 m
  • Invest Like Buffett, Spend Like a Planner — Avoiding Emotional Trades & Retirement Runout

    Invest Like Buffett, Spend Like a Planner — Avoiding Emotional Trades & Retirement Runout
    Sep 16 2023

    Chris Drew pulls Warren Buffett’s best rules into real-world retirement planning: how to stay calm through big market drops, why “don’t lose money” is still the first rule, and how to design a portfolio that preserves capital while producing income. The show tests Buffett’s advice against modern retiree needs—when stocks can be your engine and when guaranteed building blocks (fixed-index annuities, CDs, short Treasuries) make sense as bond/ cash replacements.

    Chris explains the operational steps that actually prevent people from running out of money: stop emotional market timing, rebalance asset allocation for your time horizon, create a guaranteed income “floor,” build a bucketed withdrawal plan, and execute tax-sensitive sequencing. He closes with realistic case studies (Mr. X and Dr. Y) showing the tradeoffs between saving rates, Social Security timing, contribution catch-ups, and whether retirement at your target age is achievable without adjustments. Practical, plainspoken, and focused on turning investment principles into a durable income plan so you can enjoy retirement without the fear of running out.

    Want help translating this into your plan? Book a free consultation at https://askthecaptain.com or call 833-DREW-CAP (833-373-9227).

    See omnystudio.com/listener for privacy information.
    Más Menos
    53 m
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