CAPitalize Your Finances

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CAPitalize Your Finances

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

09/09/2025

Fall’s the perfect season to reset your finances 🍂 In this week’s episode, I walk you through a 6-month plan to get control of your money — from tracking expenses and cutting debt to building savings and starting to invest. Tune in and set yourself up before the new year.

09/02/2025

Big milestone: CAPitalize Your Sales was spotted at Barnes & Noble in Lakewood, WA!

This book is the result of 20,000+ hours of real-world sales experience—taking me from humble beginnings in a small apartment to building a business that crossed $1M+ in annual revenue and over $5.5M in just 9 years with a lean team.

But this book isn’t about flashy hacks or shortcuts. It’s about learning the art of genuine salesmanship—the kind that helps you think like a CEO, build real connections, and actually enjoy the process of growing your business.

If you’ve ever wanted a mentor to guide you through the ups and downs of sales, this book is for you.

Grab your copy now at Barnes & Noble in Lakewood or online at Amazon.

08/26/2025

Missed yesterday’s episode? Don’t worry—I’ve got you covered.

I shared seven powerful strategies to reduce money stress and take back control of your financial life. From hiring the right fiduciary team to simplifying your accounts, creating purpose with your wealth, setting boundaries, and preparing for uncertainty, you’ll walk away with tools to calm the chaos.

I also dug into some hot takes on commission vs. fee-only planning, fiduciary confusion, ESG investing traps, and why constantly checking your portfolio might be hurting more than helping. Oh, and yes…we even talked about Shaq’s financial philosophy 🏀💰.

🎧 Catch up now and learn how to break the money stress spiral!

08/19/2025

Are you making the right money moves for your age?

On this episode of CAPitalize Your Finances, I walk through the top 3 financial priorities for your 20s, 30s, and 40s—plus the common traps that can derail your progress.

We’re talking:
💰 Emergency funds
💳 Smart debt strategies
📈 Investment musts
🧾 Tax moves
👥 Building your financial team

It’s a no-BS, decade-by-decade breakdown to help you take the guesswork out of what to focus on—and when.

08/12/2025

In case you missed it: Not all windfalls are planned—but they can be planned for.

This week on CAPitalize Your Finances, I break down what to do if you receive a personal injury settlement. Whether it’s a fender bender or something more serious, knowing what to do next is critical.

I walk you through:
🚫 Common tax traps to avoid
💸 How to handle debt with your payout
📈 Where to invest for future growth
🛡️ Why long-term security matters more than short-term splurges

If you or someone you know is navigating a settlement—or just wants to be prepared—this episode is a must-listen.

🎧 Catch up now and start CAPitalizing with confidence.

08/05/2025

In case you missed it: Your bonus could be more than just a paycheck boost—it could be a serious financial game-changer.

On this episode of CAPitalize Your Finances, I lay out exactly what to do with your bonus—whether it’s $500 or $50,000. I break it down into 5 tiers so you can make the most of every dollar.

💥 We cover:
✔️ Paying off high-interest debt
✔️ Backdoor Roths & alternative investments
✔️ Opportunity zones
✔️ Tax strategy & estate planning
✔️ Balancing short- and long-term goals

Make your bonus work for you—not against you. Listen now and start CAPitalizing.

07/29/2025

💸 Taxes aren’t simple — but they don’t have to be overwhelming.

In this week’s episode of CAPitalize Your Finances, I break down how our tax system actually works, what really matters with deductions, capital gains, and tax brackets — and how to avoid costly mistakes.

If you missed it yesterday, now’s the perfect time to catch up.

07/21/2025

Ever wonder how your net worth stacks up against others your age? This week, I break down what net worth by age really looks like—using both the average and the median—and why one of those numbers matters WAY more than the other.

I’ll also give you simple, practical strategies to potentially grow your net worth, avoid common pitfalls, and take advantage of compounding. We’ll cover debt payoff techniques, the power of automation, and why your house might not be helping your net worth as much as you think.

These are real-world tips you can start using today to build financial momentum. Tune in to the latest episode of CAPitalize Your Finances and take the next step toward owning your financial future!

Tune in today!

07/15/2025

What really happens—financially and emotionally—when one parent stays home?

In this week’s new episode of CAPitalize Your Finances, I break down what it means to shift to a single-income household. From budgeting and healthcare to long-term retirement planning, I’ll walk you through what to consider before making the leap.

But this isn’t just about numbers. It’s about being present, aligning with your values, and having honest conversations with your partner about what matters most.

If you're thinking about staying home or supporting someone who is, this episode is for you.

🎧 Listen now on Spotify, Apple Podcasts, or YouTube.

07/08/2025

📢 Thinking about turning your side hustle into a real business?

This week’s episode of CAPitalize Your Finances covers the money milestones, mindset shifts, and strategies you need to go from part-time passion to full-time success.

🎧 Listen now on Spotify, Apple Podcasts, or YouTube.

07/01/2025

📢 Not sure if your 401(k) is working for you?

This week’s episode breaks down how to invest smarter within your 401(k)—from picking the right funds to avoiding hidden pitfalls and making the most of every contribution. 💰

🎧 Catch the episode now on Spotify, Apple Podcasts, or YouTube.

06/24/2025

🚨 New episode reminder!

Thinking about retiring early? Or just curious if the FIRE movement is all it’s cracked up to be? I break down what early retirement really looks like—financially, emotionally, and strategically.

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

Address

University Place
University Place, WA

Telephone

+12532143050

Website

https://capitalizepodcast.com/

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