Press & Media
Michael Stevens and Capital Wealth Advisors providing expert retirement planning insights across Utah media and national publications.
As Featured In
Trusted source for retirement planning insights and financial education across Utah and national media.
KSL RADIO
Utah's News & Talk Leader
Regular guest providing retirement planning insights and answering listener questions about Social Security and 401(k) planning.
KNRS NEWSTALK
1280 AM/105.9 FM
Featured expert on retirement income strategies, tax planning, and navigating market volatility for Utah retirees.
KID NEWSRADIO
590 AM/92.1 FM
Regular contributor discussing federal employee benefits, FERS planning, and retirement strategies for Idaho families.
FORTUNE
Magazine
Quoted expert on retirement income planning strategies and the importance of fiduciary financial advice.
CNN MONEY
Financial News
Contributing insights on retirement planning trends and tax-efficient withdrawal strategies for retirees.
UTAH MEDIA
Statewide Coverage
Regular appearances across Utah radio and television discussing retirement planning for Utah families and tax law changes.
About Michael Stevens
IAR (Investment Adviser Representative), Founder of Capital Wealth Advisors
Professional Background
Michael Stevens founded Capital Wealth Advisors in 2010 with a mission to provide fiduciary financial advice to Utah families approaching or in retirement. Originally on a pre-med track, his path changed after his father's passing, leading him to discover his passion for helping families navigate complex financial decisions.
After completing his BS in Business Management at Utah Valley University, Michael earned his Series 66 certification and built Capital Wealth Advisors into one of Utah's premier retirement planning firms.
Credentials & Licenses
- Series 66 Investment Adviser Representative
- California Insurance License #0G96805
- BS Business Management, Utah Valley University
- Fiduciary Standard Commitment
Media & Community Leadership
As a trusted voice in financial planning, Michael Stevens regularly appears on Utah radio programs to share retirement planning insights and answer questions from listeners across the state.
Beyond media appearances, Michael serves on the board of Junior Achievement of Utah, where he helps educate young people about financial literacy and entrepreneurship.
Board & Community Service
- Board Member, Junior Achievement of Utah
- Financial Literacy Education Advocate
- Utah Business Community Leader
- Retirement Planning Speaker
Radio Show Expertise
Michael Stevens regularly discusses these key retirement planning topics on Utah radio programs.
Retirement Income Planning
Creating sustainable income streams in retirement, including portfolio management strategies and withdrawal planning.
Social Security Optimization
Maximizing Social Security benefits through strategic claiming decisions and spousal benefit optimization.
Tax Planning Strategies
Minimizing taxes in retirement through strategic tax planning, Roth conversions, and asset location strategies.
Federal Employee Benefits
Specialized guidance for federal employees on FERS optimization, TSP planning, and pension timing.
Market Volatility & Risk
Protecting retirement savings from market downturns and managing investment risk as you approach or enter retirement.
Estate Planning Basics
Essential estate planning strategies for retirees, including beneficiary planning and wealth transfer techniques.
Media Inquiries
Michael Stevens is available for interviews, expert commentary, and retirement planning insights.
Available For:
- Radio interviews
- Expert commentary
- Market analysis
- Retirement planning insights
- Tax law changes
- Social Security updates
- Federal benefits analysis
- Economic impact on retirees
Speaking & Educational Events
Michael Stevens is available for workshops, seminars, and educational presentations on retirement planning topics.
Retirement Planning Workshops
Comprehensive workshops covering the essentials of retirement income planning, tax strategies, and Social Security optimization for groups and organizations.
Federal Employee Seminars
Specialized presentations for federal employees on maximizing FERS benefits, TSP optimization, and preparing for federal retirement.
Corporate Financial Education
Employee education sessions on 401(k) planning, retirement readiness, and financial wellness for Utah businesses.
Book Michael Stevens for Your Event
Professional, educational presentations tailored to your audience's retirement planning needs.
Expertise. Authority. Trust.
Why media outlets and Utah families trust Capital Wealth Advisors for retirement planning insights.
Proven Track Record
Over 15 years serving Utah families with comprehensive retirement planning. 500+ families served with over $500 million in assets under guidance.
Professional Credentials
Series 66 certified Investment Adviser Representative operating under the fiduciary standard. Licensed and regulated financial professional.
Community Leadership
Board member of Junior Achievement of Utah, committed to financial education and community development throughout the state.
Transparent Approach
Fee-only, fiduciary financial advisor with no hidden conflicts. Client testimonials and transparent pricing reflect our commitment to ethical service.
Ready to Experience Expert Financial Guidance?
Schedule a complimentary consultation to discuss your retirement planning needs with the team Utah media trusts for financial expertise.
No sales pitch. Just an honest conversation about your financial future.