Category: Blog Post

In today’s episode, I sat down with one of the top minds in the world of alternative investments: Tony Davidow, author of Private Markets. I challenged Tony on the disconnect between institutional frameworks and the needs of everyday investors, and we discussed where asset allocation falls short – and how to fix it. Tune in and find out more!

In today’s episode of CAPitalize Your Finances, I interviewed a long-time fitness influencer, Marc Lobliner—who is an entrepreneur, pro bodybuilder, and all-around force in the supplement industry. We talked business strategy, fatherhood, stress, and staying sharp, both mentally and physically.

Today, I will talk about how to determine the right amount of cash reserves based on your income, expenses, and career situation, and why your emergency fund should evolve as your net worth grows.

Whether you’re navigating lumpy paychecks or gearing up for a slower season, this episode will help you CAPitalize and take control of your cash flow, no matter what the market – or your income – throws your way!

Whether you’re navigating lumpy paychecks or gearing up for a slower season, this episode will help you CAPitalize and take control of your cash flow, no matter what the market – or your income – throws your way!

Whether you’re navigating lumpy paychecks or gearing up for a slower season, this episode will help you CAPitalize and take control of your cash flow, no matter what the market – or your income – throws your way!

Rick Plum joins me to unpack Social Security—funding, strategies, claiming tips, and more. A must-listen for anyone planning their retirement!

We all hear about the dream of homeownership—but what about the downsides? Don’t get me wrong — homeownership can be wonderful! But before you buy (or buy again), I want you to understand what you’re really signing up for. If you want to be financially smart and prepared, you MUST tune in today!

Are you earning more and wondering how to put that money to work? Tune in to this week’s episode and let’s start CAPitalizing!

If you care about financial literacy or know someone who needs a wake-up call, this is a must-listen. Let’s talk about the real cost of your burrito bowl, and why the simplest rule still applies: buy only what you can afford. 

This week I sat down with banking veteran and author Kevin Howard for a conversation that covered everything from tariffs, globalization, and income inequality to the historical forces that shaped today’s financial system. Tune in, have a listen, and let’s CAPitalize!

I’ve been getting so many awesome questions from my listeners, and today I’m going to answer more of them, including whether copywriting is a good side hustle for a newly minted dentist (spoiler: focus on your highest-earning skill!) and a break down of what to do if you have a Roth IRA but no 401(k). Keep ‘em coming, and keep CAPitalizing!