Shows
Capitalize Your Fridays!ALTIUS Current Thinking- Markets, Economics, Inflation...Mike and Taylor discuss ALTIUS' current strategy and thinking on recent news about markets, bonds, gold prices, and inflation.2025-06-0638 minCapitalize Your Fridays!Simplifying Economics Part II: FreakonomicsIn our simplifying economics series, Mike and Taylor discuss the concept of diving into economics books that we personally prefer when trying to dive into economic principles. We discussed how there could be differences in preferences due to age or generation, as well as male versus female preferences and personal preferences—the ultimate goal being to simplify economics. In this episode, we cover Freakonomics.2025-05-2300 minCapitalize Your Fridays!Proxies Talk: Who's Vote Is It?In this episode, Mike and Taylor discuss corporate governance and the role of proxy voting between advisors and investors.2025-05-0935 minCapitalize Your Fridays!Good Energy Book Review: Cost of HealthBook Review of Good Energy by Dr. Casey Means. Mike and Taylor discuss the cost of health, its impact on your finances, and their review of Good Energy.2025-04-2538 minCapitalize Your Fridays!Evolution of Banking: The Digital Era and Death of Local Banking?An exploration of how banking has evolved across generations, focusing on the rise of digital banking and what it means for the future. Mike and Taylor unpack the challenges facing small, local banks—and whether they might be on the decline. 2025-04-1150 minCapitalize Your Fridays!What's FAANG 2.0?Mike & Taylor dive into an exciting evolution in the investing world: FAANG 2.0. Unlike the tech giants that dominated the original FAANG group, FAANG 2.0 shifts the focus to other market sectors that are possibly shaping our future—fuel, aerospace & defense, agriculture, renewable energy, and precious metals. These industries drive innovation differently and might be crucial for resilience in today’s economy. So, what exactly is FAANG 2.0, and how does it fit into the broader investment landscape?2025-03-1529 minCapitalize Your Fridays!Tariff Trade OffsMike and Taylor introduce the concept of tariffs then dive into recent political policy changes. To understand how this impacts the everyday consumer at the micro-level, one must understand the strategy and impacts on the world at the macro level. They discuss the potential impact of tariffs on the economy, financial markets, consumer spending, and more. 2025-02-2844 minCapitalize Your Fridays!Economics Simplified: Lesson 1Mike and Taylor start Capitalize Your Fridays' new 4-part series - Economics Simplified. In this first episode, they discussed the books to look at when trying to dive into economic principles and the concepts behind those principles. The literary works discussed are Economics in One Lesson by Henry Hazlitt and I, Pencil an essay by Leonard Read. Key takeaways are the importance and consideration of long-term effects, avoiding policies with hidden costs, and focusing on coordinating resources to create wealth. Tune in to hear more!2025-02-0143 minCapitalize Your Fridays!Timeshares: Dream Vacation or Financial Nightmare?Timeshares are a common vacation option, but are they worth it? Mike and Taylor discuss the appeal & downsides of timeshares, as well as what to do when you want to get out of one and other vacation alternatives.2025-01-0331 minCapitalize Your Fridays!ALTIUS' 2024 Wrapped2024
has been a remarkable year for ALTIUS Financial. From welcoming new life to
celebrating our legacy, from personal retreats to team-building events, we’ve
achieved so much together. Thank you for being part of our journey, and here’s
to even more growth and success in the coming year!2024-12-2022 minCapitalize Your Fridays!Securing Social SecurityWhen it comes to tailoring Social Security (SS) strategies, many factors play a part including individual circumstances, age, and financial status. But more importantly, it’s best to focus on personalized financial planning, reducing independence on SS, and staying educated around potential SS reforms. We’ve had many clients ask us about the state of Social Security and tips/strategies in making claims, so in this episode we discuss how ALTIUS navigates today’s realities and future uncertainties around social security for its clients.2024-12-0654 minCapitalize Your Fridays!Maximizing Your 529 PlanIn this episode, Mike and Taylor provide an introduction to 529 saving strategies as well as consider the new 529 to Roth Conversion Rule. 529 accounts are a savings plan used primarily for college savings, but have been expanded to be used for K-12 tuition, apprenticeships, and even career based education programs
These new changes have the potential to be beneficial to clients and listeners when navigating the best strategy for education savings and what to do with remaining 529 savings after children or grandchildren graduate.2024-11-2340 minCapitalize Your Fridays!The Ins & Outs of Tax Loss HarvestingAs we approach the end of the year, it is crucial to review tax trading strategies including the practice of tax loss harvesting. Tax loss harvesting is the selling of securities at a loss to offset capital gains taxes. Tune in to hear more about the process of tax loss harvesting and why it's a it’s a valuable tool that ALTIUS Financial uses to not only reduces tax liabilities, but also allow clients to rebalance their portfolios. 2024-11-0931 minCapitalize Your Fridays!Welcome Back to Capitalize Your Fridays!After a hiatus over the summer and while Taylor was on maternity leave, ALTIUS Financial's podcast Capitalize Your Fridays is back! We missed our listeners, so we’re back in the studio excited to release new episodes coming soon. Catch up with Mike and Taylor and take a sneak peek at what’s to come on Capitalize Your Fridays.2024-11-0115 minCapitalize Your Fridays!Tick Tock, Tik Tok?Let's talk Tik Tok. Is Tik Tok going to get banned? And does even apply to me if I'm not a current user? Mike and Taylor dive into the Tik Tok news and what this could mean for different areas of the US economy.
2024-03-2329 minCapitalize Your Fridays!The Tipping PointWe want to look after our service professionals, but has
Tipping gotten out of hand? Mike and Taylor cover what’s
the big issue with tipping? What’s typical for tip protocol? And more.2024-03-0817 minCapitalize Your Fridays!Relationships & RetirementIn this episode, Mike and Taylor cover the top 3 relationship risks when transitioning into retirement.
Retirement vision and timeline for that vision
Financial harmony
Health and longevity
2024-02-2335 minCapitalize Your Fridays!RMDs... What Are These?What's an RMD and why do I have to pull money from my account each year? Or do I? In this episode, Mike and Taylor dive into these common questions about required minimum distributions (RMDs), how they're calculated, and the history of them.2024-02-0923 minCapitalize Your Fridays!ABCs of Business EntitiesABC’s it’s easy as… wait, no, what business Entity is best for me? In this episode, Mike and Taylor review what a business entity is and the different types of business entities.2024-01-2628 minCapitalize Your Fridays!Santa Swing in the Stock MarketSanta is coming to town and as he takes off on his sleigh, he may bring the stock market up with him this year. Let’s dive into the concept of the Santa Stock Market Swing.2023-12-1521 minCapitalize Your Fridays!Lessons from Taylor’s First Home PurchaseTune in to hear about Taylor’s first home buying experience and learn more about the home buying process.2023-12-0149 minCapitalize Your Fridays!Intro to Financial StatementsWhat do my statements even mean and why do I need them? In this episode, we demystify common financial statements and dive into how to understand them.
2023-11-1023 minCapitalize Your Fridays!Financially GhostedIt’s spooky season! To help prevent being financially ghosted or financially ghosting, Mike and Taylor review the basics of estate planning. If you're interested in this topic or have any questions, sign up here to attend our upcoming workshop on Estate Planning with guest speaker Ryan McGuffey.2023-10-2735 minCapitalize Your Fridays!EVs and the Oil Industry with Malcolm TheobaldIn this episode, Malcolm Theobald joins the ALTIUS team to discuss the rise in electric vehicle demand and the current global energy crisis. Malcolm has 30 years of industry experience in energy along with the recent experience in purchasing an electric vehicle.2023-10-1349 minCapitalize Your Fridays!10x is Easier Than 2x Book ReviewOver the summer, the ALTIUS team read the book "10x is Easier Than 2x" by Dan Sullivan and Dr. Benjamin Hardy. We thought it was a unique idea and that the book was so good that we had to share it with our listeners. So, in this episode, Mike and Taylor review the basic concepts and why 10x really does seem easier than 2x.2023-09-2955 minCapitalize Your Fridays!How to Maximize Your Rental Property Tax StrategyIn this episode, Mike and Taylor dive into 1031 exchanges - what it is, how you can utilize it when buying and selling rental real estate, and Mike's own experiences with these.
2023-09-1527 minCapitalize Your Fridays!What to know about HSAsEarlier this year, ALTIUS had a virtual workshop with Gerry Hollis, who presented on Health Savings Accounts (HSA). If you missed that workshop or need a refresher on HSAs, then this is the episode for you! Mike and Taylor dive into how to utilize HSAs for investing and tax benefits.2023-09-0122 minCapitalize Your Fridays!TD Ameritrade to Schwab - What you need to knowIt's been a long time since the official purchase of TD Ameritrade by Schwab, but the full transition date is coming up this Labor Day (September 4, 2023). At ALTIUS, we've been preparing for this transition and staying on top of the updates from TD and Schwab in the last couple years. So, in this episode, we answer the questions many of our listeners may have regarding the transition from TD to Schwab.
2023-07-2946 minCapitalize Your Fridays!A Dying Dollar? Can the Dollar Lose Reserve Currency Status?Given the recent debt ceiling debate and worldwide economic uncertainty, many of our clients have asked us about the issue of reserve currency status...will the US dollar continue to function as the currency that the world uses?2023-07-0139 minCapitalize Your Fridays!Alternatives to Alternative InvestmentsThe most common types of alternative investments include real estate, collectibles, commodities, private equity, and derivatives. But in this episode, Mike and Taylor cover a couple new unique alternative investments in the wine and art industries. They discuss the potential risk and benefits of these newer investments.2023-06-0337 minCapitalize Your Fridays!Travel Credit Card - Tips & TricksWith summer travel coming up, Mike and Taylor review the process of travel credit cards, and how to maximize credit card points. In this overview on credit card points and benefits, Taylor goes over some tips & tricks and things to look out for when considering a credit card.2023-05-0638 minCapitalize Your Fridays!Secure Act 2.0The Secure Act 2.0 will likely have an impact on ALTIUS' clients, so in this episode Mike and Taylor give an overview of the Secure Act 2.0 and outline how they're thinking about it in the long-term. At the end of the episode, they also discuss the process of stock buybacks and how they affect shareholders.2023-04-2231 minCapitalize Your Fridays!AI Chat Bots: the Good, the Bad, & the UglyWhat is this Chat GPT I hear people talking about? Listen along as Mike and Taylor introduce you to and implement the world's fastest growing new tech - Chat GPT. We cover the new artificial intelligence (AI) language processing chat bot technology that is currently at the forefront of bringing AI to the masses and how it relates to investing.
2023-04-0856 minCapitalize Your Fridays!What to know about SVB & BankingIn this episode, Mike and Taylor discuss the current banking situation (SVB, Credit Suisse, etc) and explain the recent and historic events that led to this predicament. 2023-03-2559 minCapitalize Your Fridays!Pricey Prenatal & Pregnancy CostsTo help our listeners prepare for potential big life milestones we’re discussing the expenses associated with these milestones. Today’s episode discusses planning for potential pricy prenatal and pregnancy costs.2023-03-1120 minCapitalize Your Fridays!Layoff ChaosIn this episode we discuss some of the recent layoff turmoil and how this has spread beyond just the tech industries. We share our outlook on causes of these layoffs, our perspective on how this may or may not present investment opportunities, and our suggestions to any listener who may be directly experiencing this difficult time.2023-02-2529 minCapitalize Your Fridays!Mortgage Lending with Kim CreaOur guest this week is Kim Crea, Senior Vice President of Residential Lending at Draper & Kramer Mortgage. Kim has a wealth of knowledge about mortgage lending and has been helping people with their home financing needs since 2003. She loves working with first-time homebuyers, repeat purchasers, or those looking to refinance, and her goal is to make the loan process as easy and smooth as possible. In this episode, Kim walks Mike through the process of “locking in” interest rates, the typical closing timing in the current market, and answers questions about the current housing market and whether now is a good...2023-02-1159 minCapitalize Your Fridays!Why is Big Tech Losing Trillions?ALTIUS recently had a client ask about investing in tech and what is going on with many of the large companies losing trillions based on their share price. So, in this episode, we discuss the chaos around big tech's layoffs and loss of capital, and what that means for ALTIUS' outlook on current market volatility.2023-01-2818 minCapitalize Your Fridays!Market Cap ConfusionLet’s dive into what Market Capitalization is and how it helps investors make allocation decisions.2023-01-1431 minCapitalize Your Fridays!New Year, New ClientIn this episode, Mike and Taylor discuss what it means to become a new client. Such as, what questions to ask a new advisor, what it means to become a client with a financial advisor, and what the ALTIUS Financial client experience looks like.2022-12-3023 minCapitalize Your Fridays!Debunking the 60/40 RuleMike and Taylor discuss the 2022 market conditions and the failure of using the 60/40 Rule to protect one's nest egg. What happened and should you throw out the old asset allocation rules?2022-12-1632 minCapitalize Your Fridays!FTX, What the Heck?The recent FTX drama has everyone wondering what’s in store for the future of crypto currency. Tune in to hear our thoughts on what has happened so far and our future outlook for decentralized finance.2022-12-0338 minCapitalize Your Fridays!Where's the (Debt) Ceiling?Recently, we've had many clients ask about the Debt ceiling and with the government continuing to increase spending and assistance policies the current “debt ceiling” seems more of an open sunroof than an actual ceiling. So in this episode, Taylor questions Mike about his thoughts on government debt and how it may impact our client portfolios.2022-11-1838 minCapitalize Your Fridays!Employee Healthcare ElectionsLet's clarify the employee healthcare policy election process by breaking down terminology and policy types to help you make the right selection. In this episode we cover coinsurance, copays, different types of health insurance plans, and most importantly how an HSA account can benefit your overall financial situation in the long-term.2022-11-0523 minCapitalize Your Fridays!Furry Family FinancesPets may be our furry family members, but we often overlook how their expenses quickly add up. Today we discuss the finances around adopting and supporting our favorite fluffy family members.2022-10-2229 minCapitalize Your Fridays!There's More to Life Than RetirementOne of the main financial topics we discuss with clients is preparing for retirement, but here at ALTIUS we think being ready for retirement is not only about how much you've saved. So, in this episode, we discuss what it really takes to be retirement ready and how enjoying the journey shows that there's so much more to life than retirement.2022-10-0735 minCapitalize Your Fridays!Supply Chain IssuesWith COVID on the downturn why are we still seeing challenges in our local and global supply chain? Mike and Taylor discuss their research on where these supply chain shortages are at and why - tune in to hear!2022-09-2426 minCapitalize Your Fridays!Why Do Millennials Hate Dave Ramsey?It’s a bit harsh to say that a whole generation hates an individual, but it is interesting to point out that much of the millennial generation doesn’t agree with Dave Ramsey's financial philosophy. Listen to this episode to find out why.2022-09-1031 minCapitalize Your Fridays!Is it Always (or Ever) Cheaper to Buy Direct?In this episode, Taylor tells Mike about some of her recent experiences of buying direct, which sparked the question "Is it always or ever cheaper to buy direct?" Listen to hear Taylor and Mike's thoughts on what is worth getting a deal for and what isn't. Also, at the beginning of this episode we give a brief update on President Biden's Student Loan Announcement and Updates.
2022-08-2743 minCapitalize Your Fridays!Biden's Inflation Reduction ActPoliticians have a knack for naming legislation to make it seem more palatable, especially in election years. This bill is no different since most people really are experiencing the effects of inflation with much higher prices on everyday items. Mike and Taylor discuss President Biden's most recent bill and its potential impact on the economy, markets and client portfolios.2022-08-2033 minCapitalize Your Fridays!The Psychology of MoneyIn this episode, Taylor and Mike do a book review of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness by Morgan Housel. They discuss different principles of the book and the application of them in life and mindset. A book for anyone interested in how to think about money and how to let that mindset drive your monetary behaviors.2022-08-1332 minCapitalize Your Fridays!We're 50 Now!We're excited for our 50th episode release! Listen to find out why we created Capitalize Your Fridays and to hear more about what's coming next for our podcast.2022-07-3021 minCapitalize Your Fridays!Chew On It?Communication is key and in this episode Mike and Taylor talk about a particular miscommunication with a client that led first to some confusion, then laughter and finally to a history lesson. Mike often talks about "chewing on" ideas, as in pondering and then digesting something new or different and he talks about the history of Judaism, finance, money-lending and finance.2022-07-1625 min
Capitalize Your Fridays!Walking Tall on Independence DayIn this special episode for Independence Day, Mike and Taylor read Walking Tall to show what it means to have financial freedom. They also discuss the meaning of Independence Day and why it's important to appreciate the founding and revolution - to be patriotic, but cautious of nationalism.2022-07-0226 minCapitalize Your Fridays!Sold on Gold?In this episode, Mike and Taylor discuss gold as an investment, and focus on the potential value of purchasing metals and how to hold those types of assets. Tune in to hear the answers to questions like - How is gold valuable? Is jewelry an adequate holding for precious metals? And can precious metals hedge inflation?2022-06-2526 minCapitalize Your Fridays!Are old financial rules only for old people?Has anyone ever told you, "You need 20% down to buy a house"? This is one of the financial industry's old "rules of thumb" and one that Mike & Taylor discuss in this episode. There are so many old financial rules, but it's hard to know whether or not they're actually applicable now or if they need to be adjusted. So Mike & Taylor take on this challenge to ask -- are the old rules only for the older generations?2022-06-1150 minCapitalize Your Fridays!The Envy EconomyWhy do we hate people at the top? Is it the natural human need for drama or are billionaires really bad? Or are they truly good for the economy and people, but get vilified by society? Mike and Taylor discuss all these questions in this week's episode about the current envy economy mindset.2022-05-2824 minCapitalize Your Fridays!Active vs Passive InvestingAt ALTIUS, our investment approach is personalized and catered toward your life's goals, but we know that different investing techniques and strategies can get confusing. So on this Friday's podcast, Mike and Taylor dive into the specifics and differences between active and passive investing.2022-05-1437 minCapitalize Your Fridays!Twitter, Takeovers, & Talking Freely.This week Mike and Taylor discuss the rollercoaster of Elon Musk's takeover of Twitter and clarify why it's important to understand the difference between private and publicly traded (still private property) companies. From there they evaluate free speech and more when it comes to company values and the role of shareholder voting.2022-04-2932 minCapitalize Your Fridays!Impending student loan repayments - with Debt Free Millennial’s Tara MillerOur guest this week is Tara Miller of Debt Free Millennial, who currently works in Fintech as an underwriter for student loans. Taylor, Mike, and Tara talk about the recent updates to the Student Loan Forbearance and answer other questions about options to pay off student loans, refinancing, and the possibility of student loan forgiveness.2022-04-1644 minCapitalize Your Fridays!Fun(d) with Vice InvestingCan it be good to invest in our vices? Like beer, tobacco, etc? In this episode discover more about vice investing with Taylor and Mike, and whether investing in our vices can be profitable. And even if it's profitable, is it good or ethical?2022-04-0223 minCapitalize Your Fridays!What to do when you win the lotteryIt's pretty low odds to win the lottery, but if you do here's some steps to take if you do! There's a lot of different options and situations you might come up against if you ever win the lottery or acquire a lot of money suddenly, so Mike & Taylor discuss what that could look like.2022-03-1921 minCapitalize Your Fridays!Introduction to ALTIUSIn most episodes we talk a lot about ALTIUS as a business, but in this episode, we decided to let our listeners know a little bit more about our team. Listen to get to know Mike, Taylor, Jenn, and Krescent.2022-03-0545 minCapitalize Your Fridays!ESG Investing - Can feeling good actually be profitable?This week, Mike and Taylor have a conversation about Environmental, Social, and (Corporate) Governance Investing - more commonly known as ESG Investing. It's a controversial topic with a lot of different views across generations. They elaborate more on what this means and whether it actually might be profitable to invest in ESG.2022-02-1933 minCapitalize Your Fridays!What's the inflation situation?Mike & Taylor talk through inflation and what's going on in the current market.2022-02-0530 minCapitalize Your Fridays!It's Credit Freezing Out!To go with the freezing weather in Denver this week, Mike and Taylor go over credit freezes. This episode is all about protecting your credit and the big difference in freezing an account versus freezing your credit. Taylor shares her own personal experience with freezing her credit and talks about why it can help protect you in emergency situations.2022-01-2219 minCapitalize Your Fridays!New Year, New MindsetHappy New Year from ALTIUS Financial! This new year ALTIUS is changing the phrase "new year, new me" to "new year, new mindset." We love goals and planning, but we've found that their success all comes down to mindset. So in this episode, Mike and Taylor talk about their own goals and why developing a new mindset sets you up for success much more than checking off a list.2022-01-0825 minCapitalize Your Fridays!Hobby vs. HustleIn this episode, hear Taylor interview our first ever guest, Mattie Kleist, on how she made some of her hobbies become her hustles. Mattie talks about her experience working three separate side hustles on top of her 8-5 job, and what that looks like financially.2021-12-2537 minCapitalize Your Fridays!Gratitude by Charitable GivingThis week Mike & Taylor discuss the importance of gratitude and how charitable giving can help both your mindset and your financial situation. 2021-12-1120 minCapitalize Your Fridays!ALTIUS's Philosophy in QuotesDive deep into the ALTIUS philosophy and how it came to be through 5 different quotes from Aristotle, John Adams, and a few other famous authors and figures. These quotes are our credos and have helped create ALTIUS's approach to building wealth.2021-11-2615 minCapitalize Your Fridays!Holiday Spending RemindersTune in for tips and reminders about planning your holiday spending and specifically why it's important this year due to the current global supply chain issues.2021-11-1212 minCapitalize Your Fridays!Causes of Market VolatilityIn this episode, Mike and Taylor discuss the current markets, tax code changes, and overall causes of market volatility.2021-10-3035 minCapitalize Your Fridays!What's in a Financial Plan?Mike & Taylor talk about what the 6 areas of financial planning and why and how they are covered in a financial plan at ALTIUS Financial!2021-10-0219 minCapitalize Your Fridays!ALTIUS UpdatesTune in on this episode to hear about some updates around ALTIUS's team, office, covid-19 thoughts, and upcoming events/plans!2021-09-1814 minCapitalize Your Fridays!How Your Lifestyle Adds UpEvery choice you make or habit you have can have an impact on your finances, and you might not realize how much these can add up. Maybe a coffee a day is the difference between going on a international trip that year or not. Dive into this episode to get an idea of how much your lifestyle might really be adding up.2021-09-0429 minCapitalize Your Fridays!Planning for College & EducationDive into funding education and more through a focus on the types, uses, and details of 529 College Savings Plans.2021-08-2131 minCapitalize Your Fridays!The Risk and Return of InvestingSometimes in life you risk it all and sometimes you don’t, but what kind of risks are there in investing? Learn some of the ins and outs of investing with us this Friday to capitalize yours!2021-08-0736 minCapitalize Your Fridays!Maxing Your SavingsTime to maximize your savings! Learn how to grow your savings from what accounts you should pay into, saving vs. debt pay off, and how much you should be saving.2021-07-1031 minCapitalize Your Fridays!Credit Score CrazinessTune in to hear our discussion about the craziness of credit scores -- what they are, what's a good score, how to find out yours, and how you can make it better. 2021-06-2636 minCapitalize Your Fridays!Buying into BusinessBringing clarity to the concept of employee stock options and grants.2021-06-1128 minCapitalize Your Fridays!Conspiracy Theory ThoughtsWe love getting feedback from our listeners and one of our listeners/clients recommended the topic of addressing recent Conspiracy Theories, their legitimacy, and their potential impact on finances.2021-05-291h 22Capitalize Your Fridays!Stonks, SPACs, and NFTs please?Clarifying, as best we can, some of the new alternative investment options that have been popular buzz words and topics. 2021-05-1548 minCapitalize Your Fridays!The Great Merge- Merging Finances and Goal PlanningSharing thoughts from two financial advisors who have personal and client experience with merging finances and planning. 2021-05-0841 minCapitalize Your Fridays!Financial Planning for Beyond the GraveIs estate planning for everyone or just for wealthy people with a mansion vineyard estate? ha ha! Tune in to hear our perspective for planning for now and beyond. 2021-04-2458 minCapitalize Your Fridays!Where's the GROWTH for VALUE investors?Let's dive into the concept of investing and weigh our thoughts on growth vs. value investing strategies. 2021-04-0943 minCapitalize Your Fridays!Tips for Travel TimeTips for traveling during a pandemic. Budget and travel pricing thoughts for both those ballin on a budget and for the financially affluent adventurer. 2021-03-2755 minCapitalize Your Fridays!Tax Time Tips and TricksTips, tricks, and thoughts heading into 2020 tax prep season.2021-03-1348 minCapitalize Your Fridays!Tribute to TammySome of our favorite memories and thoughts of our loved and dearly missed coworker. 2021-02-2729 minCapitalize Your Fridays!Living The American DreamPeople say home ownership is "The American Dream". Let's discuss the home shopping and buying process and discuss real estate as an investment. 2021-02-1356 minCapitalize Your Fridays!Making Cents of Crypto CurrencyShould you buy crypto? Let's dive into the history of money, the concept of Crypto, how to hold it, and Crypto as an investment. 2021-01-2947 minCapitalize Your Fridays!World Meets WalletIt's been an interesting week to say the least-- How will what's going on in the world impact your current and future investments (your wallet)?2021-01-1544 minCapitalize Your Fridays!What to Ask an Advisor?Do I need an advisor and what should I ask when shopping for one? 2021-01-0930 minCapitalize Your Fridays!No Free Christmas TreesThis episode we discuss the unfortunate truth- the are no free Christmas trees. In all seriousness, we take this last episode of the year to discuss the concept of "free" stuff and weighing cost vs. value, we tie this into the purpose of a corporation and try to weigh the benefits of corporations of all sizes. Lastly, we'll finish off with an intro to our 53 week Finance Challenge and we invite all our listeners to join in on the next 53 weeks of financial engagement. 2020-12-1936 minCapitalize Your Fridays!It's December... Now What?Let's discuss a handful of helpful financial tips heading into year end focusing on: tax strategies, investment opportunities, and personal financial planning. 2020-12-0541 minCapitalize Your Fridays!#Blessed#Blessed... But are we? Let's talk a bit about how we are all blessed and how both mindset and habits can greatly impact the results of your financial and personal goals. 2020-11-2132 minCapitalize Your Fridays!HMO, PPO, HSA-- What the Hell?In this episode we break down the terminology you may see on your health insurance benefit options along with a quick analysis of different plan types. Hopefully this will be helpful for everyone in open enrollment looking to select their plans for next year.2020-11-1431 minCapitalize Your Fridays!Fireside Charity ChatsOkay, okay, this episode has nothing to do with FDR or his Fireside chats. But, the recording process was Fireside as Taylor gazed out her window to the wildfire and clouds of smoke approaching her hotel. *Note: no employees were injured in the making of this podcast* In all seriousness, let's dive into the benefits of gifting your time and money to causes you care about. We'll touch on suggested gifting principles, tax benefits, and what makes this calendar year different from a charitable gifting perspective. 2020-10-3158 minCapitalize Your Fridays!Does My Vote CountWhat is the potential financial and social impact of the 2020 election? Pros and cons of a true democracy and our outlook on where Americas is heading as a society. 2020-10-1648 minCapitalize Your Fridays!Buying Cars and Paying Down CardsEveryone will have a big purchase in their life. Maybe it's a car, or a boat, or a home- we're discussing how to consider the variables associated with planning for a car purchase and how to live within your means to save for large future expenses. 2020-10-0225 minCapitalize Your Fridays!Ep. 1: Intro to Finance Fridays & Current MarketsWe'll briefly introduce you to our speakers, Taylor and Mike, and share a bit of Q&A on current and general financial topics. 2020-09-2627 min