Capitol Retirement Strategies

Capitol Retirement Strategies We are an independent financial services firm geared towards the specific investment and insurance needs of people over the age of 50.

Capitol Retirement Strategies, LLC was formed to help people prepare for and enjoy those 1000+ weeks that used to be known as the “Golden Years.” We call them the “Financial Freedom Years.” It’s the one time in your life when you get to do what you want, when you want. In a perfect world, there would be enough money coming in each and every month to give you the same comfort you had when you were

earning a full time income. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Capitol Retirement Strategies are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Episode  #130: Summertime SnoozeWhen Steve turned on the Zoom to start the podcast, he saw Dave fast asleep. Once Dave e...
07/15/2026

Episode #130: Summertime Snooze

When Steve turned on the Zoom to start the podcast, he saw Dave fast asleep. Once Dave explained that, by law, 64 year old men must take a nap at 2pm on warm summer days, they were able to touch on Trump Accounts, Reasons to be bullish on this Bull Market, and Financial Fraud. Unlike Dave, you’ll be wide awake for the entirety of episode 130 of Plan For Life Now.

https://www.capitolretirement.com/podcast/episode-130-summertime-snooze/

Episode  #129: Raging BullThe Pod starts with a recap of our office move from one part of the Kentlands to another locat...
05/29/2026

Episode #129: Raging Bull

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’t?), you’ll love episode #129 of Plan For Life Now!

*Because Amy did all the work
https://www.capitolretirement.com/podcast/episode-129-raging-bull/

Episode  #128: Party Like it's 1929It’s an action packed pod starting with some big logistical news about Capitol Retire...
04/27/2026

Episode #128: Party Like it's 1929

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!

https://www.capitolretirement.com/podcast/episode-128-party-like-its-1929/

Address

220 Main Street, Ste 200
Gaithersburg, MD
20878

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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