CAPitalize Your Finances

It’s been said that if you’re human, you have flaws; and those flaws can actually work to your advantage. The person who said that just happens to be my wonderful guest on today’s episode, Efren Delgado. Efren is author of The Opposite is True: Discover Your Unexpected Enemies, Allies, and Purpose Through the Eyes of Counterintuitive Psychology, a mammoth book about turning your “failures” into su...

What really sets the go-getters apart from the rest? It's not just luck or a roll of the dice. It's about having faith in their own abilities and then working tirelessly to make those dreams come true. My guest, Max Lewis, is one of those people. From selling mangos as a child to amassing millions by exchanging propane tanks, Max overcame adversity and built himself into an ultra-high net-...

Today I want to introduce you to a new friend of mine, Eugene Marshall, a tax advisor and founder/CEO of Magnolia Tax Services in Chicago. As most CAPitalizers know, tax planning and tax management are two of the most important elements of financial planning, and we're going to cover that topic thoroughly today. As always, I’ve got MANY questions for Eugene: What are some of the most common mi...

Today I have a unique and extremely special guest. This guy is actually a series of things, but for today, he's the host of the Deep Wealth podcast and CEO of Deep Wealth, where he and his partner guide business owners to the promised lands of extreme liquidity and buyouts. I’m of course talking about the legendary Jeffrey Feldberg, who sold his business for an undisclosed NINE figures (so for...

I have a really special guest today. He is an award-winning sales consultant and two-time author, the one and only David Newman! We're going to be talking about his most recent book, “Do It! Selling,” which is THE definitive guide to achieving success in the world of sales. No matter what you might be selling, the fact is that today's buyers value empathy, relevance, and intimacy over sale...

My wonderful guest today probably needs no introduction, but for those who don't know who Julie Broad is, she's the founder of the self-publishing services firm Book Launchers, #1 Amazon Bestselling author, and Top 20 under 40 award winner for business success. Yes, she is a big deal! What got Julie started in her book-marketing venture, and what were some of the best experiences she gaine...

My wonderful guest today is none other than our great family friend and the legendary car podcast host Mark Greene of Cars Yeah. Mark is an "incurable" automotive enthusiast and has spent a long time talking with successful automotive entrepreneurs who live a lifestyle around their passion for automobiles. I have so many questions for Mark. Where did he get his love for cars? Was there a...

Today I have a rather unique guest! Dr. Rand McClain is a hormone replacement specialist and author of a fabulous book, “Cheating Death: The New Science of Living Longer and Better.”  I'm excited to have him on the show to talk about something you rarely hear discussed: the health side of finance.  There’s so much to uncover here.  How did his health journey shape his view on capitalizing his...

I'm thrilled to have on the show today the one and only Guy Spier, manager of the Aquamarine Fund and author of a wonderful book, “ The Education of a Value Investor,” which has sold more than 40,000 copies and has been translated into several languages.  He's one of my favorite guests, and favorite investors, of all time.  Once you hear him speak, I think you'll know why. I've...

One of the most commonly-heard terms in finance is Asset Allocation. Oddly enough, it's also one of the most misunderstood terms as well.  Many people have heard of it, but they don't understand its true value... or how much value it has at all... if any. On today's episode of CAPitalize Your Finances, we'll go over what it is, how it works, and why it's perhaps a little t...

My very special guest today is Lou Diamond, host of the Thrive Loud podcast and author of two fabulous books: Master the Art of Connecting and Speak Easy, Connect with Every Conversation. Lou works with top performers, organizations, and companies to better connect to prospects, to better connect their marketing message to their audience, and to company leaders to better connect to their people. ...

Are you an NFL player who's made it onto a team for this year?  Congratulations!  That's something that so very few athletes are able to accomplish.  At the same time, it's important to know that having achieved that status means you've got your work cut out for you, in more ways than one. Beyond the work you have to do on the field, you've got things to consider off the f...

I'm REALLY pumped today to talk with you all about an investing strategy that singlehandedly changed the game for both me and my clients back when I first discovered it.  It's called the Endowment Model. There's so much to unpack here.  Who created it, and why is it so revolutionary? How and when did it "click" for me?  How does it work? What are the potential risks? How h...

Today’s program will be entirely devoted to answering your questions, things many of you have written to me about over the past few weeks. I will be doing so using a slight twist of finance by focusing on the world of entrepreneurship. This is a huge topic for many of you CAPitalizers out there.  I should say right off that being an entrepreneur is not for everyone. Those of you who are excited to...

I'm SO excited to speak with today's guest, Laurie Barkman, the former CEO of a company with $100 million in annual revenue that sold to a Fortune 50 firm. Laurie is a true "business transition sherpa," a business exit planning advisor and host of the award-winning podcast Succession Stories, providing guidance to business owners on how to plan successful transitions.  For thos...

My guest today is Malcolm Lemmons, who is not only a former pro basketball player in Japan, but also a two-time author and founder of The Hype Report Newsletter. As you could imagine, I never pass up an opportunity to speak with a professional athlete who's also well-versed in the business world!  We cover a lot of ground in this episode: How has the world of athletic marketing changed over t...

 I’m thrilled to be able to talk today with Kyle McDowell, author of “Begin With WE” – a USA Today and Wall Street Journal best-seller that examines the root causes of dysfunction in business, especially what he calls the plague of a “me-oriented” paradigm.  Kyle spent nearly 30 years in corporate America, and with that kind of experience, it’s probably fair to say that he’s seen it all.  How did...

My guest today is one of my favorite financial authors, Gautam Baid, CFA, who wrote the international best-seller on value investing, The Joys of Compounding. In 2018 and 2019, he was profiled in Morningstar’s Learn from the Masters series.  Just for a bit of background, Gautam Baid is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is avai...

Kristen Butler is Founder and CEO of Power of Positivity, a community with more than 50 million followers committed to living their best life. She had to overcome MANY obstacles in her life before she learned how to embrace herself and, as she said, allow flow to take control. How do you take control of both your inner self (spiritually) and your "outer" self (financially)? Is growing yo...

When we make big decisions - like who we marry, how to date, where to live - we often just go with our gut instinct. But that "gut feeling" we get is very often wrong - and data can prove it. My guest, Seth Stephens-Davidowitz, author of "Don't Trust Your Gut: Using Data to Get What You Really Want in Life," has some of the best insights into just how wrong we are when it...

My guest today is Alec Ingold, fullback for the Miami Dolphins, a Walter Payton nominee of 2020, and author of "The Seven Crucibles: An Inspirational Game Plan for Overcoming Adversity."  One of the first things he wrote, which hooked me immediately, was: "Chasing dreams without adversity is like winning a video game on the easiest setting."  This is relatable on SO many levels...

Ken Rusk is the founder of Rusk Industries, and author of "Blue Collar Cash," one of the best books I've ever read about achieving your dreams, regardless of your educational background.  I'm thrilled to have him on my show today.    Ken started his business with just six employees and has grown it over the years to more than 200.  How do you keep 200 people happy, while at the...

I've been getting quite a number of questions from people who want to know about something called Environmental, Social, and Governance Investing - ESG for short.  It has to do with evaluating companies based on things like corporate climate policies, how they deal with pollution and waste, natural resource conservation, and if they are aware of things such as diversity, equity and inclusion,...

Today I'm going to focus on all of you recent college graduates out there. You've got unique financial questions when building your own CAPitalized Financial Success, and I want to dive right into them to get you started on your journey. Do I need a budget? How do I create one? What does it REALLY mean to invest?  Retirement seems far away - do I need to think about that right now? What...

Our servicemen and women have always had a special place in my heart.  And unfortunately, for those in the military, there's very little out there that is giving them customized financial advice. I want to change that.  On today's episode, I'll answer the most common questions our military fans have come up with, and give you the tools and tricks you need financially, regardless of...