CAPitalize Your Finances

CAPitalize Your Finances Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from CAPitalize Your Finances, Podcast, University Place, University Place, WA.

📈Certified Financial Planner
🎙️ Host of CAPitalize Your Finances Podcast
📕 Author, Husband & Father
Securities offered thru LPL Financial Member SIPC www.capitalizeyourfinances.com

Looking for a gift that actually makes a difference this year? 🎁Instead of another gadget or stocking stuffer, give some...
12/10/2025

Looking for a gift that actually makes a difference this year? 🎁
Instead of another gadget or stocking stuffer, give something that fuels confidence, clarity, and growth.

📚 CAPitalize Your Finances and CAPitalize Your Sales were written to help people take ownership of their money, their career, and their future — whether they’re just getting started or ready to level up.

For the go-getter, the aspiring leader, the career-builder, or the future millionaire in your life… this is a gift with long-term returns. 📈

✨ Grab a copy this season and help someone you love start 2026 with momentum.

For years, I’ve seen the same pattern in companies, teams, and leaders:Stress goes up.Confidence goes down.And it almost...
12/09/2025

For years, I’ve seen the same pattern in companies, teams, and leaders:
Stress goes up.
Confidence goes down.
And it almost always traces back to one thing — financial uncertainty.

That’s why I’m stepping into speaking engagements starting in 2026. My goal is simple: give leaders and organizations the clarity they need to make better decisions, build stronger cultures, and create long-term success.

In my talks, I cover everything from financial ownership and leadership resilience to navigating uncertainty and aligning personal finances with organizational goals.

If your team is ready for a refreshingly honest, values-driven message rooted in real strategy (not recycled motivation), let’s talk.

Booking inquiries → [email protected]

On this week’s episode I break down one of the most confusing areas in personal finance: what to do with your company st...
12/08/2025

On this week’s episode I break down one of the most confusing areas in personal finance: what to do with your company stock and stock options. Equity plans can be incredibly valuable — but only if you truly understand how they work and how taxes affect your decisions.

I walk through the most common types of stock compensation in plain English, show you where people accidentally leave money on the table, and break down the tax side — which is where the real strategy lives. And good news… it’s far less complicated than it looks once someone explains it clearly.

If you’ve ever stared at your RSUs, ESPPs, options, or equity grants and thought, “Okay… now what?” this episode is for you. I break it all down in a simple, workable way so you can make smarter choices moving forward.

Tune in and find out more — now streaming on Spotify, Apple Podcasts, and YouTube!

12/04/2025

Warren Buffett has one of the simplest — and toughest — filters in investing:
“If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes.”

It’s a reminder that wealth isn’t built by chasing hype or trying to guess short-term moves. It comes from buying great businesses, holding them through the noise, and letting time do the heavy lifting.

In this week’s episode, What I Learned From Reading Warren Buffett’s Annual Shareholder Letters, I break down Buffett’s long-term mindset and how applying this single rule can help you avoid emotional decisions, overtrading, and unnecessary risk.

Tune in now on Spotify, Apple Podcasts, or YouTube.

12/03/2025

One of the biggest lessons from Warren Buffett’s shareholder letters is this:
Successful businesses don’t try to be everything to everyone.

They apply themselves with enthusiasm and energy, define their identity with precision, and act decisively without being swayed by every new opportunity that comes along.

In other words… stay in your lane, and stick to it.
That focus is what separates great companies from average ones — and the same is true for your personal financial strategy.

In this week’s episode, What I Learned From Reading Warren Buffett’s Annual Shareholder Letters, I unpack Buffett’s timeless success principles and how you can apply them to your career, business, and wealth-building journey.

Tune in now on Spotify, Apple Podcasts, or YouTube.

It’s official — starting in 2026, I’m opening my calendar for speaking engagements.If you’ve followed my work, you know ...
12/02/2025

It’s official — starting in 2026, I’m opening my calendar for speaking engagements.

If you’ve followed my work, you know my mission has always been the same: help people make clearer decisions, take ownership of their financial lives, and lead with confidence. After years of requests from companies, leaders, and organizations, I’m finally bringing that mission to the stage.

My talks blend real financial strategy with practical leadership insights — without jargon, confusion, or ego. Just clarity, stewardship, and a whole lot of energy.

If your organization is ready for a speaker who makes financial ownership actionable, engaging, and transformational, I’d love to connect.

For booking inquiries: [email protected]

12/01/2025

Warren Buffett said it best: excitement and expenses are the enemies of every investor.

People ask me all the time, “How do you know whether a stock will go up or down?” The truth? You can’t know with certainty. But here’s what Buffett understood — and what still holds true today:
Over the long term, stock prices tend to follow earnings.

Not hype.
Not headlines.
Not excitement.

Earnings.

In this week’s episode, What I Learned From Reading Warren Buffett’s Annual Shareholder Letters, I break down the timeless lessons that can help you invest smarter, avoid the most common traps, and stay grounded when others are chasing noise.

Watch or listen now on Spotify, Apple Podcasts, or YouTube.

11/26/2025

One of the simplest ways to get ahead financially?
Keep enough in your checking account each month — and build a 3–6 month emergency fund in your savings.

It sounds basic, but most Americans still don’t do it. Having cash reserves protects you from surprises, keeps you out of high-interest debt, and gives you the stability you need to actually grow your wealth.

In this week’s episode, I break down how you compare to the average American in your age bracket — and what steps you can take to get ahead fast. Watch or listen on Spotify, Apple Podcasts, or YouTube.

11/25/2025

The most successful money minds share one trait: they never assume they know everything.

In this week’s episode, I break down why intellectual humility is one of the most overlooked — yet most profitable — financial skills you can build. The people who stay curious, keep learning, and question their own assumptions are the ones who make better decisions… and ultimately build more wealth.

This mindset alone can make you millions over the course of your life.

If you want to see how you really stack up — and what habits separate the average from the exceptional — tune in to this week’s episode on Spotify, Apple Podcasts, or YouTube.

11/24/2025

Are you doing better than the average American in your age bracket? 🤔

In this week’s episode, I break down what the numbers actually look like — including this surprising stat:

By your 50s, the average 401(k) balance is $607,055… but the median is only $249,136.
That gap tells a BIG story — and it’s not a great one for most people heading toward retirement.

And remember: if you're in your 50s, you're part of one of the last generations that had access to pensions. That makes building your own retirement plan more important than ever.

If this made your eyebrows go up, tune in this week on Spotify, Apple Podcasts, or YouTube to see how you really stack up — and what you can do to get ahead.

Still thinking about your debt and wondering what to do next? This week’s episode of CAPitalize Your Finances breaks dow...
11/20/2025

Still thinking about your debt and wondering what to do next? This week’s episode of CAPitalize Your Finances breaks down exactly how to get started — and how to finally get ahead.

I walk you through how to get a clear picture of what you owe, choose the right payoff strategy, and build a realistic plan you can actually stick to. You’ll also hear tips on negotiating with lenders, boosting your income, consolidating loans, and avoiding the traps that keep people stuck.

If you’ve been needing a push — or a roadmap — to tackle your debt with confidence, this is the episode to listen to. 🎧

Tune in now on Spotify, Apple Podcasts, and YouTube!

11/19/2025

One of the biggest debt traps people fall into is transferring balances from one credit card to another.

Sure, those “0% APR for 12 months” offers sound great — but all too often, they lead to more confusion, more interest, and more debt. When you move high-interest balances from Company A to Company B, you’re not solving the problem… you’re just rearranging it.

In this week’s episode of CAPitalize Your Finances, I explain why these offers can backfire, what to do instead, and how to finally build a plan to get out of debt for good.

🎧 Tune in on Spotify, Apple Podcasts, or YouTube to learn how to escape the debt shuffle once and for all.

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