Tag: 4% Rule

Interest rates are constantly changing, and knowing how to CAPitalize on them can make a huge difference in your financial future! Today I break down how to reassess your tax situation, identify refinancing opportunities, and leverage debt to your potential advantage.

Are you making the most of your 401(k)? Maybe not! Tune in to be sure you’re CAPitalizing on every opportunity your 401(k) has to offer!

Today I’m going to break down key wealth management strategies to keep you on track once you’ve reached this financial milestone. Remember, making money is only half the battle – keeping that money is even harder. Tune in and find out more! 

So much to talk about today! If you want to separate financial fact from fiction, you MUST listen to this podcast. Tune in, take notes, and as always—keep CAPitalizing!

I’ll show you how to conquer your anxieties by starting small, understanding key investment principles, and focusing on long-term growth.

Whether you’re expecting your first child or planning for the future, today’s episode will help you prepare both financially and emotionally for one of life’s biggest milestones!

Discover the financial realities of self-employment, from budgeting to tax strategies, and learn how to CAPitalize on your future in today’s episode.

From important investment strategies to mastering the art of marketing, I‘ll give you valuable insights from sources like Benjamin Graham and the Power of Growth Stocks, Common Stocks and Uncommon Profits, and The Joys of Compounding. Tune in, and let’s CAPitalize together!

Want some strategies for financing a new car, or deciding between contributing to a 401(k) or a company stock option plan? I’ve got the answers for you on this week’s episode of CAPitalize Your Finances!

Today I’m switching things up a little bit and answering the questions you’ve sent to me! This episode is packed with practical advice to help you stay the course and keep capitalizing!

I’m here to help you kick off the new year with a bang, as I share with you my top 10 tips to help you make more money in 2025.