CAPitalize Your Finances

I'm SO excited to talk today with one of my favorite economists and financial personalities, Danielle DiMartino Booth!  She is CEO and chief strategist of Quill Intelligence, and author of "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America."   In today's volatile financial environment, the Federal Reserve has made moves on interest rates that have had...

It’s always fun for me when I get to interview people who have found success in life, whether it’s in business, finance, or just about anything else. That’s why I’m so excited to talk today with Trey Lockerbie, co-founder and CEO of Better Booch and host of one of my all-time favorite podcasts, We Study Billionaires on The Investors Podcast Network!  Most of Trey's following knows him from ho...

I'm SO excited to bring you my guest on today's podcast: William Green, author of one of my all-time favorite reads, Richer, Wiser, Happier.  Anyone who wants to become a better investor can get a great deal of insight from people like Warren Buffett, Charlie Munger, Bill Miller, and others, and that's exactly what his book is all about, as William has spent his career interviewing...

In order to achieve success, you have to pay some dues along the way.  My guest on today's episode, Ryan Dusick, knows all about paying dues, achieving success, and then working hard to reclaim that success once the music stopped...literally. Ryan Dusick is the founding drummer of the Grammy-winning pop rock band Maroon 5, and he's seen his share of both highs and lows.  His memoir about...

I'm so excited to be talking today with Carl Cox, CEO of 40 Strategy, host of the "Measure Success" Podcast and author of the brand new book, Lost at CEO! Over his career, Carl has been directly involved in seven companies that have grown by a factor of 3 or more.  This is someone we can all learn from! While many business owners have a lot of ideas, they tend to lack focus.  And as...

All CAPitalizers know that if you want to learn something, you learn from the best.  And when it comes to investing, people like Warren Buffet and Benjamin Graham are great models to follow.   My guest, Adam Seessel, is a legendary investor, founder of Gravity Capital Management, and author of Where the Money Is: Value Investing in the Digital Age. We discuss how you take the value investment stra...

Anyone who knows me will tell you that I absolutely love entrepreneurs: people who take a chance, go out on their own, and do whatever it takes to succeed. John Lee Dumas is the host of Entrepreneur on Fire, an award-winning podcast in which he interviews inspiring entrepreneurs, many of whom have gone on to make it big themselves.  As CAPitalizers, we know the importance of modeling people who ha...

All CAPitalizers understand that there's no easy, get-rich-quick scheme that will bring you to the top of the mountain.  If you're going to fully CAPitalize on your finances, you have to know that for growth to occur, whether it's for your portfolio or your business, you've got to nurture it over time. Josh Dunn is the founder and CEO of the publishing company Premier Media Gro...

If you've ever found yourself in a situation where your current profession does not match up with your own lifelong passions, then today's guest is going to suit you perfectly! Peter Margaritis, host of the Change Your Mindset podcast, is an accountant/ educator by trade, but his passion is improv comedy.  Many years ago he figured out how to combine his passion for improv with his abili...

Have you ever thought about owning your own restaurant? Franchise?  Anyone who's familiar with the story of how McDonald's got started knows that a restaurant franchise can be profitable... extremely profitable, but is not without its risks. My guest on today's episode, Tom Baldwin, is the hugely successful owner of Dark Side of the Spoon, which owns and operates some of the Midwest...

One of the things I enjoy doing the most is learning from successful people.  In fact, it's how I got started on my own CAPitalized financial career path.  On today's show I welcome one of my newest best friends: the highly talented and amazingly smart Rebecca Hotsko, host of the Millennial Investing Podcast.   The goal of any CAPitalizer is to have the confidence in themselves to make s...

On today's program I'm talking with one of my new best friends in the publishing business, the one and only Nicholas Hutchison, founder of BookThinkers. Nicholas is dedicated to building educational tools and social communities that anyone can use to fulfill their own potential. This idea fits right into a CAPitalizer's niche!  As you know, a CAPitalizer is someone who's passio...

It's a wonderful thing when you understand your current financial situation.  But as CAPitalizers, we know that there's a lot more to it than simply understanding.  We take it to the next level by examining every nook and cranny of where we are financially, and where we'd like to be.  We want to have confidence that we've set ourselves up and that we're not going to fail....

This week's episode of CAPitalize Your Finances is going to be a bit different from what we've done in the past.  Normally I speak about an individual topic that's relevant to what all you CAPitalizers need to know or have guests on from all walks of life to enlighten you how to CAPitalize Your Finances, regardless of what path you choose. This episode? CAP is answering YOUR questio...

You may have heard of "Private Equity," but how many people actually know what it is?  Terms like these are tossed around quite a bit in the financial industry, and that may or may not be a good thing.  A great CAPitalizer will always look to understand a particular investment before they throw their hard-earned money into it.  Today's episode focuses on not only the black-and-white...

One of the best things I did this year was read "Richer, Wiser, Happier" by William Green.  This man has interviewed some of the best minds in finance today -- much like I've done here on CAPitalize Your Finances! One of the things that struck me in reading this book was that happiness does not come from constantly wanting more.  He found that no matter what goals you're pursui...

Economic cycles are a given: the economy grows, then slows, and then grows again.  Some call it the "economic pendulum," but that term is misleading -- a pendulum swings with regularity, whereas the economic swings happen seemingly at random, with little to no warning.  With that out of our control, we focus on what we CAN control: our reactions.  CAPitalizers know that when opportunity...

After nearly 15 years of historically low levels, interest rates have begun to come back up this year.  In response to inflationary pressures, the Fed​eral Reserve has announced ​interest rate hikes across the board and has signaled that there may be more to come.  But just as there are ways to CAPitalize on Inflation (as I covered in my last episode), there are also ways to use higher interest ra...

Let's face it: Inflation sucks.  You probably don’t need me to tell you this, but worldwide inflation has returned.  As the shock of Covid supply lines continues to reverberate, people have had to deal with inflationary pressures that we haven’t seen since the early 1980s.    While nobody likes rising prices (and for good reason), there are ways to cope with it – and even CAPitalize on it!  I...

CAPitalizers! This episode I am coming at you with something completely different!  On today’s episode, we’re going to speak with Joyce Marter, the author of the international financial gem of a read, The Financial Mindset Fix. Joyce is a licensed psychotherapist with a lovely little niche in finance.  She also happens to be a national keynote speaker, corporate coach and successful entrepreneur t...

To become smarter, you need to hang out with really smart people.  That's why I'm so excited this week to bring you my special guest, legendary investor and award-winning New York Times best-selling author of "The Warren Buffett Way," Robert G. Hagstrom. Investing is complicated.  Sometimes you don't know if you've made the right decision until long after it's to...

When you’re considering buying shares of a company, one of the things a good CAPitalizer will look at is the financial statements.  This is especially helpful when you want to know what their true financial situation is. But doing that can be really difficult. But have no fear, because of course – I'm here to help!  On this week’s program, my guest is Tage Tracy, author of How to Read a Finan...

In our tech-heavy world, one where fortunes seem to be made mostly by people whose days are filled with bites and bytes, one of the less-heralded types of business in the 21st century is manufacturing -- also known as "blue collar" work. And while they don't make big headlines, blue-collar businesses are the backbone of our economy.  There are opportunities to be had in these types...

How do we set ourselves up financially so that our own future needs are taken care of?  It's why we work, it's why we save, it's why we invest, and -- of course -- it's why we plan. But there's a future out there that, alas, doesn't include us.  We won't be here forever. But members of your family, and anyone else you may care about, will continue to carry on, an...

We're coming down the home stretch!  Since Day 1, CAPitalize Your Finances has been all about a journey.  Yes, we've talked money specifics, we've talked strategy, and we've take several deep dives into the various aspects of personal finance that affect virtually everyone at one time or another.  But along with all of that, we've also traveled, you and I, through the laby...