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

10/30/2025

Nearly 6 in 10 workers say debt is getting in the way of saving for retirement—and this is one of the biggest silent threats to your financial future. High-interest debt doesn’t just drain your wallet, it steals your ability to take advantage of compounding, leaving you years behind on retirement goals.

In this week’s episode of CAPitalize Your Finances, I unpack this stat and explain exactly how to break free from debt’s grip so you can start building real wealth. The sooner you address it, the sooner your money can start working for you instead of against you.

🎧 Tune in this week and learn how to take control before debt controls your retirement dreams.

10/29/2025

More than 4 in 10 young workers are living paycheck to paycheck—but here’s the key: that doesn’t automatically mean you’re falling behind. If you’re consistently contributing to retirement, even in small amounts, you are moving the needle in the right direction.

In this week’s episode of CAPitalize Your Finances, I break down what these statistics really mean and how you can still build long-term wealth even if things feel tight today. It’s not about perfection—it’s about progress.

🎧 Tune in this week to learn how to stay on track and avoid becoming part of the scary stats.

10/28/2025

Nearly 6 out of 10 workers believe they will outlive their retirement savings—and that’s not just a scary statistic… it’s a wake-up call.

In this week’s episode of CAPitalize Your Finances, I break down this and other alarming retirement statistics, and more importantly, I provide practical insights on how to fix them. With the right strategy, you can avoid becoming part of these numbers and build a retirement you won’t outlive.

🎧 Tune in this week and get the clarity you need to protect your financial future.

In this special Halloween week episode of CAPitalize Your Finances, I react in real time to 13 “scary” retirement stats,...
10/27/2025

In this special Halloween week episode of CAPitalize Your Finances, I react in real time to 13 “scary” retirement stats, separating real risks from overhyped fears. I start off with Buffett’s reminder to be fearful when others are greedy, then I’ll dig into things like paycheck-to-paycheck living, inflation in retirement, and the big one: people expecting to outlive their savings.

Want some practical fixes you can use today? Try tracking spending, killing high-interest debt, building an emergency cushion, and investing for long-term growth, just for starters. I’ll talk Social Security timing, why college savings shouldn’t outrank your retirement, and how modern long-term care solutions can protect caregivers and families.

Just remember this: More years in retirement doesn’t have to be terrifying when you’ve got a plan. No tricks – just treat yourself to today’s jam-packed episode!

Here’s the truth: sales doesn’t have to feel pushy, fake, or uncomfortable. That’s one of the biggest reasons I wrote CA...
10/23/2025

Here’s the truth: sales doesn’t have to feel pushy, fake, or uncomfortable. That’s one of the biggest reasons I wrote CAPitalize Your Sales.

Whether you’re just starting out or looking to sharpen your skills, this book is designed to make sales approachable—and even enjoyable. Inside, I walk you through how to think like a CEO, build lasting relationships, and create a process that feels natural while still driving real results.

You’ll find stories, strategies, and lessons I learned the hard way so that you don’t have to. If you’ve ever wished for a mentor to walk alongside you through the ups and downs of sales, this book is the next best thing.

I believe you’ll come away not just with new tools, but with a completely new outlook on what it means to sell well.

Available now at select Barnes & Noble stores and on Amazon.

10/22/2025

Here’s a simple holiday money hack: start your Christmas savings fund year-round. 🎄💰

Even setting aside $25–$35 a month starting in January can make a huge difference. By the time December rolls around, you’ll have extra cash ready for gifts, travel, and celebrations—without the stress or credit card crunch.

In this week’s episode of CAPitalize Your Finances, “Tips for Spending and Saving Money During the Holiday Season,” I share more practical ways to plan ahead and enjoy the holidays debt-free. 🎧

10/21/2025

Avoid last-minute panic buying—it’s one of the fastest ways to overspend during the holidays.

When you shop under pressure, you’re more likely to pay higher prices, skip comparison shopping, and blow past your budget.

Instead, plan ahead, make a list, and stick to it—and while you’re at it, keep an eye on post-holiday sales. That’s often the best time to stock up on cards, wrapping, and even gifts for next year at a fraction of the cost.

In this week’s episode of CAPitalize Your Finances, “Tips for Spending and Saving Money During the Holiday Season,” I share how to stay calm, plan smart, and keep your finances on track through the busiest time of year.

10/20/2025

Before the holiday chaos hits, set yourself a holiday budget—and stick to it. 🎁💸

Decide in advance how much you’ll spend in total on gifts, food, travel, and decorations. Then, break that number into categories and treat it like a monthly budget. When you plan ahead, you can enjoy the season without stressing over your bank balance.

In this week’s episode of CAPitalize Your Finances, “Tips for Spending and Saving Money During the Holiday Season,” I share practical strategies to help you stay festive and financially confident. 🎧

10/17/2025

One of the fastest ways to start saving money? Separate your needs from your wants.

Your needs are simple—rent, food, utilities, and essentials. Everything else? That’s where your savings are hiding.

Take a hard look at your subscriptions, impulse buys, and eating-out habits. Cutting even a few of these can make a big difference over time.

In this week’s episode of CAPitalize Your Finances, “I Can’t Save Money – How to Fix Your Finances,” I dive deeper into this exercise and show you how to make small, consistent changes that actually stick. 🎧

10/16/2025

If you feel like you can’t save money, start with one simple step: track every dollar you spend for 30 days. 💰

Write it all down or use an app—every coffee, subscription, and impulse buy. Most people are shocked by how much slips away in small, unnoticed ways. Then, look back 1–2 months and average it out to get a real picture of your habits.

In this week’s episode of CAPitalize Your Finances, “I Can’t Save Money – How to Fix Your Finances,” I walk you through this exercise and explain how awareness is the first step to real financial control. 🎧

When I sat down to write CAPitalize Your Sales, my goal wasn’t to give you another book full of “hacks” or gimmicks. I w...
10/15/2025

When I sat down to write CAPitalize Your Sales, my goal wasn’t to give you another book full of “hacks” or gimmicks. I wanted to create something that anyone—from a brand-new salesperson to a seasoned professional—could pick up and actually apply.

Sales completely changed my life. It took me from a small apartment with no clear path forward to building a thriving business that crossed $1M in annual revenue, and later $5.5M in just 9 years. But more than the numbers, it gave me freedom, confidence, and the ability to build real connections with people.

This book distills 20,000+ hours of real-world experience into practical strategies you can use right now. If you’ve ever wanted to refine your craft, learn how to sell with integrity, and build a career that lasts, I think you’ll love it.

Grab your copy today—it’s waiting for you at select Barnes & Noble stores or online at Amazon.

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