This week’s CSI Show welcomed listeners with special guests Raymond McClure and Logan Wakamoto, paraplanners at McClure Capital, stepping in for host Victor McClure to join Steve Ringo. The team covered timely topics such as the impact of changing interest rates, recent large-scale layoffs, and market volatility, emphasizing the importance of always having a well-constructed, stress-tested retirement plan. Drawing on a recent Yahoo Finance report, they explored the habits of upper-class retirees, such as proactively managing lifetime tax bills and planning for long-term care. The conversation highlighted that successful retirees don’t just focus on the current year—they plan decades ahead—making the case for diversification, risk profiling, and thoughtful income strategies.

Additionally, the show touched on the dangers of online financial scams, sharing a cautionary story of a client who fell victim to a crypto fraud but found stability thanks to their robust retirement plan. Personal finance discipline, legacy planning, and creating positive cash flow were recurring themes, with real-life anecdotes, including Logan’s experience as a newlywed navigating joint finances.


For more information about Victor McClure, Steve Ringo and the McClure Capital team, visit https://mcclurecapital.com/