Capitalize Your Fridays!

What does it take to start a business? Learn that and more about how to and why to start a business in this week's episode. And if you're interested in our "So, you want to go into business?" Virtual Workshop on August 3rd, 2021, register on our website: Events | Michael Williams (altiusfinancial.com) .

Time to maximize your savings! Learn how to grow your savings from what accounts you should pay into, saving vs. debt pay off, and how much you should be saving.

Tune in to hear our discussion about the craziness of credit scores -- what they are, what's a good score, how to find out yours, and how you can make it better. 

Bringing clarity to the concept of employee stock options and grants.

We love getting feedback from our listeners and one of our listeners/clients recommended the topic of addressing recent Conspiracy Theories, their legitimacy, and their potential impact on finances.

Clarifying, as best we can, some of the new alternative investment options that have been popular buzz words and topics. 

Sharing thoughts from two financial advisors who have personal and client experience with merging finances and planning. 

Is estate planning for everyone or just for wealthy people with a mansion vineyard estate? ha ha! Tune in to hear our perspective for planning for now and beyond. 

Let's dive into the concept of investing and weigh our thoughts on growth vs. value investing strategies. 

Tips for traveling during a pandemic. Budget and travel pricing thoughts for both those ballin on a budget and for the financially affluent adventurer. 

Tips, tricks, and thoughts heading into 2020 tax prep season.

Some of our favorite memories and thoughts of our loved and dearly missed coworker. 

People say home ownership is "The American Dream". Let's discuss the home shopping and buying process and discuss real estate as an investment. 

Should you buy crypto? Let's dive into the history of money, the concept of Crypto, how to hold it, and Crypto as an investment. 

It's been an interesting week to say the least-- How will what's going on in the world impact your current and future investments (your wallet)?

Do I need an advisor and what should I ask when shopping for one? 

This episode we discuss the unfortunate truth- the are no free Christmas trees. In all seriousness, we take this last episode of the year to discuss the concept of "free" stuff and weighing cost vs. value, we tie this into the purpose of a corporation and try to weigh the benefits of corporations of all sizes. Lastly, we'll finish off with an intro to our 53 week Finance Challenge and we invite al...

Let's discuss a handful of helpful financial tips heading into year end focusing on: tax strategies, investment opportunities, and personal financial planning. 

#Blessed... But are we? Let's talk a bit about how we are all blessed and how both mindset and habits can greatly impact the results of your financial and personal goals. 

In this episode we break down the terminology you may see on your health insurance benefit options along with a quick analysis of different plan types. Hopefully this will be helpful for everyone in open enrollment looking to select their plans for next year.

Okay, okay, this episode has nothing to do with FDR or his Fireside chats. But, the recording process was Fireside as Taylor gazed out her window to the wildfire and clouds of smoke approaching her hotel. *Note: no employees were injured in the making of this podcast* In all seriousness, let's dive into the benefits of gifting your time and money to causes you care about. We'll touch on suggested...

What is the potential financial and social impact of the 2020 election? Pros and cons of a true democracy and our outlook on where Americas is heading as a society.   

Everyone will have a big purchase in their life. Maybe it's a car, or a boat, or a home- we're discussing how to consider the variables associated with planning for a car purchase and how to live within your means to save for large future expenses. 

We'll briefly introduce you to our speakers, Taylor and Mike, and share a bit of Q&A on current and general financial topics.