CAPitalize Your Finances

Welcome to the first episode of 2025 of CAPitalize Your Finances! I’m here to help you kick off the new year with a bang, as I share with you my top 10 tips to help you make more money in 2025. From maximizing your retirement contributions and mastering the “art of the ask” (I love that one!), to understanding the true value of your time, this episode is packed with great advice and suggestions on...

Today I want to share with you my top five pieces of advice for new business owners, drawing from my own experiences and the many lessons I’ve learned. Whether you’re just starting your entrepreneurial journey or looking to refine your approach, I think you'll find these tips to be really helpful. From building a dream team of professionals like a CPA, bookkeeper, and financial planner to focusing...

In today's episode I’m going to give you everything you need to know about side hustles and making more money. I absolutely LOVE talking about this stuff! I’ll start off (as I often do!) with my free tip of the week: how to game plan your financial goals for the New Year—a strategy that has transformed my own finances and can potentially do the same for yours. I'll give you my four crucial steps t...

The holiday season can be both joyful and financially challenging, so in this episode of  CAPitalize Your Finances , I’m sharing four practical tips to help you manage your budget during the holidays. One thing to keep in mind is not to set yourself up for failure by trying to overhaul your spending habits during this high-spending season—instead, maintain your standard of living and set realistic...

Networking can make or break your career, so this week I’m sharing my top seven tips to help you become a master networker. Whether you’re brand new to the game or you’re a veteran who’s looking to sharpen your skills, these strategies will give you the edge you need to build meaningful connections, grow your business, and, ultimately, CAPitalize your finances. What kind of tips am I talking about...

On this week’s episode of Capitalize Your Finances, I’m thrilled to announce the release of my second book, CAPitalize Your Sales! This new addition to the series is all about helping you build the framework to make more money – whether you’re in sales, run your own business, or simply want to sharpen your income-boosting skills. In today’s episode, I share the motivation behind writing the book,...

Want some strategies for doubling your income? Today’s episode is packed with mindset-shifting tips about how to accomplish this goal. First, I emphasize the importance of filling your calendar to maximize experience and build momentum, especially if you're just starting out. I'll give you my own personal experiences with networking and why meeting in person can set you apart. You’ll also learn ab...

Today I’m going to give you some really cool strategies to boost your sales game and help you close deals with greater confidence. I’ll start off with my “tip of the week” which is really a reminder that it's not just about the price tag but the return on each investment. In other words, don’t be penny wise and pound foolish.  Want some tactics that can help lead to more sales success? Try a few o...

On this episode, I dive into a timely topic for investors: how to manage your portfolio during an election cycle. I’m going to share with you some insights on navigating potential tax impacts and why end-of-year trading spikes might happen regardless of the outcome. I’ll also look at the importance of understanding political risk within your portfolio. Did you know that sometimes, especially durin...

On this edition of CAPitalize Your Finances, I’m doing a deep dive into the art of attracting and converting sales prospects with four key sales strategies that have worked wonders for me.     I’ll walk you through how to keep the focus on the prospect during initial conversations by uncovering at least three needs to solve for them—raising your chances of success exponentially. I’ll also cover th...

On today’s episode of CAPitalize Your Finances, I dive into the world of sales and share with you my top five strategies to help you land meetings. Whether you're a seasoned pro or just starting out, these tips will help you sharpen your approach and build meaningful connections.   I'll start things off with my favorite free tip of the week: a practical way to avoid holiday debt! From there I jump...

On today’s episode I’ll help you set yourself up for potential success in 2025 and beyond with my top three year-end financial planning strategies. I’ll talk about maximizing your retirement savings, whether through a 401(k), IRA, or Roth IRA, and I’ll walk you through the deadlines and strategies for both employees and business owners. How might a strategy like tax-loss harvesting help you mitiga...

Today I'm going to dive into my top five financial pet peeves – these are things that truly get under my skin. From the misguided use of risk tolerance questionnaires to the lack of critical thinking in finances, I cover it all.     I'll break down why financial advisors sometimes miss the mark and why "get rich quick" schemes, which are especially popular with Millennials and Gen Z, are a dangero...

Are you one of the many Americans who are struggling with debt? I’m here to give you some practical strategies for dealing with that debt: From breaking down your fixed and variable expenses to prioritizing debt repayment with a snowball approach, I’ll take you step-by-step on how to tackle financial burdens head-on. Want one key takeaway? Start with small wins by paying off minor debts first to b...

Today I’m taking a deep dive into the popular FIRE (Financial Independence, Retire Early) movement and give you my own personal take on the concept. What does FIRE really mean, and where did it start? Why has this movement gained popularity in recent years? Is this idea of retiring early truly achievable for most people?     I’m also going to break down the mindset and discipline that’s required t...

In today's episode, I'll dive into five critical financial planning tips for families. I'll start off with a crucial insight: the simplest and most boring investments often turn out to be the long-term winners, largely ignored but steadily growing in value. This is crucial to understand.  Drawing inspiration from the legendary investor Peter Lynch, I'm going to explain why it's...

Today I have the privilege of sitting down with Alessandro Chesser, co-founder of GetDynasty.com, to dive into the world of online estate planning! What a great conversation we had – I'm so excited to share it with you. Alessandro shares his journey from banking at Bank of America and Silicon Valley Bank to founding a successful startup, Carta. We’ll get into how GetDynasty.com is revolutioniz...

Did you know that just about everything in life is driven by sales? It’s true! Every day you’re selling something: your skills, your personality, your professionalism, and maybe, of course, any products and services you have. In today’s episode I’m going to dive into the four best ways to drive sales. Whether you're in business, you’re a sales professional, or you’re just looking to boost your...

Today’s episode focuses on some crucial mistakes that I see people making when they reach the crucial earning decades of their 30s and 40s. Have you heard of “lifestyle inflation?” This is something a lot of people fall victim to as their income increases. Another thing that people often overlook is simple financial wins, like maxing out their 401(k). What role does life insurance play when it com...

Today's episode is designed to get you “money motivated” as I go through the six essential habits for long-term wealth building. Are you familiar with the difference between price and value? (Hint: Price is what you pay; value is what you get!). How about the importance of not overspending and living within your means? You’ll learn how investing what's left over is a crucial habit to maste...

Have you ever received an unexpected windfall? If you’ve ever wondered what to do with an inheritance, you need to hear what I’ve got to say. Before diving in, here’s a quick tip: regularly update your will. It’s a simple step that can save your loved ones a lot of trouble down the line. Today, I’ll break down how to handle different sizes of inheritances—from modest sums to substantial fortunes....

When it comes to finances, following some simple rules can make a huge difference. Today I’m going to dive into “wealth wisdom” by mastering what I call the Five Rules of Money. I’ll start with a valuable tip: build and maintain strong business relationships. Then there are the key principles such as spending less than you earn, focusing on what not to do to achieve success, and saving and investi...

I believe that everyone, in every age group, should learn more about financial planning. So, members of Gen Z – it's your turn today! And before we dive into the four essential tips for Gen Z, here’s a quick life and finance hack: evaluate your social circle. If removing someone doesn’t impact your life, it might be time to reassess that relationship. Remember, it’s all about surrounding yours...

In this episode I’m going to delve into mastering entrepreneurial finance strategies for financial management success. Today’s free tip emphasizes focusing on your core strategy before you branch out. This is crucial in growing your net worth efficiently without being distracted by less productive investments. What are the essential actions new entrepreneurs must embrace to jump start their busine...

Do you have any financial regrets? Just about everyone does. A recent survey from ThinkAdvisor.com listed what financial regrets Americans have, and I'll share some of them with you today, along with suggestions on what you might be able to do going forward. Maybe you regret not having enough emergency savings on hand, or you wish you’d started saving earlier than you did. Did you take on too...