Capitalize Your Fridays!

Communication is key and in this episode Mike and Taylor talk about a particular miscommunication with a client that led first to some confusion, then laughter and finally to a history lesson.  Mike often talks about "chewing on" ideas, as in pondering and then digesting something new or different and he talks about the history of Judaism, finance, money-lending and finance.

In this special episode for Independence Day, Mike and Taylor read Walking Tall to show what it means to have financial freedom. They also discuss the meaning of Independence Day and why it's important to appreciate the founding and revolution - to be patriotic, but cautious of nationalism.

In this episode, Mike and Taylor discuss gold as an investment, and focus on the potential value of purchasing metals and how to hold those types of assets. Tune in to hear the answers to questions like - How is gold valuable? Is jewelry an adequate holding for precious metals? And can precious metals hedge inflation?

Has anyone ever told you, "You need 20% down to buy a house"? This is one of the financial industry's old "rules of thumb" and one that Mike & Taylor discuss in this episode. There are so many old financial rules, but it's hard to know whether or not they're actually applicable now or if they need to be adjusted. So Mike & Taylor take on this challenge to ask -- are the old rules only for...

Why do we hate people at the top? Is it the natural human need for drama or are billionaires really bad? Or are they truly good for the economy and people, but get vilified by society? Mike and Taylor discuss all these questions in this week's episode about the current envy economy mindset.

At ALTIUS, our investment approach is personalized and catered toward your life's goals, but we know that different investing techniques and strategies can get confusing. So on this Friday's podcast, Mike and Taylor dive into the specifics and differences between active and passive investing.

This week Mike and Taylor discuss the rollercoaster of Elon Musk's takeover of Twitter and clarify why it's important to understand the difference between private and publicly traded (still private property) companies. From there they evaluate free speech and more when it comes to company values and the role of shareholder voting.

Our guest this week is Tara Miller of Debt Free Millennial , who currently works in Fintech as an underwriter for student loans. Taylor, Mike, and Tara talk about the recent updates to the Student Loan Forbearance and answer other questions about options to pay off student loans, refinancing, and the possibility of student loan forgiveness.

Can it be good to invest in our vices? Like beer, tobacco, etc? In this episode discover more about vice investing with Taylor and Mike, and whether investing in our vices can be profitable. And even if it's profitable, is it good or ethical?

It's pretty low odds to win the lottery, but if you do here's some steps to take if you do! There's a lot of different options and situations you might come up against if you ever win the lottery or acquire a lot of money suddenly, so Mike & Taylor discuss what that could look like.

In most episodes we talk a lot about ALTIUS as a business, but in this episode, we decided to let our listeners know a little bit more about our team. Listen to get to know Mike, Taylor, Jenn, and Krescent.

This week, Mike and Taylor have a conversation about Environmental, Social, and (Corporate) Governance Investing - more commonly known as ESG Investing. It's a controversial topic with a lot of different views across generations. They elaborate more on what this means and whether it actually might be profitable to invest in ESG.

Mike & Taylor talk through inflation and what's going on in the current market.

To go with the freezing weather in Denver this week, Mike and Taylor go over credit freezes. This episode is all about protecting your credit and the big difference in freezing an account versus freezing your credit. Taylor shares her own personal experience with freezing her credit and talks about why it can help protect you in emergency situations.

Happy New Year from ALTIUS Financial! This new year ALTIUS is changing the phrase "new year, new me" to "new year, new mindset." We love goals and planning, but we've found that their success all comes down to mindset. So in this episode, Mike and Taylor talk about their own goals and why developing a new mindset sets you up for success much more than checking off a list.

In this episode, hear Taylor interview our first ever guest, Mattie Kleist, on how she made some of her hobbies become her hustles. Mattie talks about her experience working three separate side hustles on top of her 8-5 job, and what that looks like financially.

This week Mike & Taylor discuss the importance of gratitude and how charitable giving can help both your mindset and your financial situation. 

Dive deep into the ALTIUS philosophy and how it came to be through 5 different quotes from Aristotle, John Adams, and a few other famous authors and figures. These quotes are our credos and have helped create ALTIUS's approach to building wealth.

Tune in for tips and reminders about planning your holiday spending and specifically why it's important this year due to the current global supply chain issues.

In this episode, Mike and Taylor discuss the current markets, tax code changes, and overall causes of market volatility.

Mike & Taylor talk about what the 6 areas of financial planning and why and how they are covered in a financial plan at ALTIUS Financial!

Tune in on this episode to hear about some updates around ALTIUS's team, office, covid-19 thoughts, and upcoming events/plans!

Every choice you make or habit you have can have an impact on your finances, and you might not realize how much these can add up. Maybe a coffee a day is the difference between going on a international trip that year or not. Dive into this episode to get an idea of how much your lifestyle might really be adding up.

Dive into funding education and more through a focus on the types, uses, and details of 529 College Savings Plans.

Sometimes in life you risk it all and sometimes you don’t, but what kind of risks are there in investing? Learn some of the ins and outs of investing with us this Friday to capitalize yours!