Tag: Estate Planning

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!

Back again with another round of fan questions! Today I’ll be tackling three key financial topics that many of you have been asking about. Tune in today, and let’s keep CAPitalizing!

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!