Capitalist Investor

What Passing the CFP Really Means for Investors

April 02, 2026

In this episode of The Capitalist Investor, Tony Zabiegala speaks with Sam Petitjean about earning the Certified Financial Planner designation and what that process reveals about the depth of financial advice.They discuss the discipline required to complete the CFP, the difference between basic investment management and true financial planning, and why coordination across tax, legal, and investment strategy matters for long-term outcomes.For investors with significant assets, understanding ho...

Managing Portfolio Risk Before and During Retirement

March 26, 2026

As retirement approaches, the margin for error narrows. What helped build wealth may no longer be appropriate once income replaces accumulation, and poorly managed risk at this stage can have lasting consequences. In this episode, the discussion centers on how portfolio structure should evolve before and after retirement. The conversation explores the impact of market downturns at the wrong time, the importance of rebalancing, the risks of concentrated positions, and why relying on past perfo...

Understanding Market Reactions to Geopolitical Conflict, Energy Prices, and Inflation Risk

March 19, 2026

For investors with significant assets, geopolitical events can introduce uncertainty that extends beyond short-term market movement. Energy prices, inflation pressures, and supply chain disruptions all play a role in shaping the economic landscape.This episode examines how current conflict in the Middle East is affecting markets, with a focus on energy dependency, market volatility, and sector-level impacts. The conversation highlights how rising fuel costs can influence inflation, how differ...