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Capitalize Your Fridays!

Capitalize Your Fridays!

By Taylor McGowen CFP® & Michael Williams CFP®
Every other Friday Michael Williams & Taylor McGowen will share financial insight as two CERTIFIED FINANCIAL PLANNERS™ with different generational perspectives. Maybe we'll even bring in a guest speaker too! Provided to you by ALTIUS Financial Inc.
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Capitalize Your Fridays Ep 16: Where's the GROWTH for VALUE investors?
Let's dive into the concept of investing and weigh our thoughts on growth vs. value investing strategies. 
43:58
April 9, 2021
Capitalize Your Fridays Ep 15: Tips for Travel Time
Tips for traveling during a pandemic. Budget and travel pricing thoughts for both those ballin on a budget and for the financially affluent adventurer. 
55:04
March 27, 2021
Capitalize Your Fridays Ep 14: Tax Time Tips and Tricks
Tips, tricks, and thoughts heading into 2020 tax prep season.
48:53
March 13, 2021
Capitalize Your Fridays Ep 13: Tribute to Tammy
Some of our favorite memories and thoughts of our loved and dearly missed coworker. 
29:17
February 27, 2021
Capitalize Your Fridays Ep 12: Living The American Dream
People say home ownership is "The American Dream". Let's discuss the home shopping and buying process and discuss real estate as an investment. 
56:24
February 13, 2021
Capitalize Your Fridays Ep 11: Making Cents of Crypto Currency
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. 
47:31
January 29, 2021
Capitalize Your Fridays Ep 10: World Meets Wallet
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)?
44:29
January 15, 2021
Capitalize Your Fridays Ep 9: What to Ask an Advisor?
Do I need an advisor and what should I ask when shopping for one? 
30:31
January 8, 2021
Capitalize Your Fridays Ep 8: No Free Christmas Trees
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 all our listeners to join in on the next 53 weeks of financial engagement. 
36:28
December 19, 2020
Capitalize Your Fridays Ep 7: It's December... Now What?
Let's discuss a handful of helpful financial tips heading into year end focusing on: tax strategies, investment opportunities, and personal financial planning. 
41:46
December 5, 2020
Capitalize Your Fridays Ep 6: #Blessed
#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. 
32:02
November 20, 2020
Capitalize Your Fridays Ep.5: HMO, PPO, HSA-- What the Hell?
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.
31:16
November 13, 2020
Finance Fridays Ep.4: Fireside Charity Chats
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 gifting principles, tax benefits, and what makes this calendar year different from a charitable gifting perspective.   
58:04
October 31, 2020
Finance Fridays Ep 3: Does My Vote Count
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.   
48:29
October 16, 2020
Finance Fridays: Ep. 2- Buying Cars and Paying Down Cards
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. 
25:07
October 2, 2020
Finance Fridays: Ep. 1- Intro to Finance Fridays & Current Markets
We'll briefly introduce you to our speakers, Taylor and Mike, and share a bit of Q&A on current and general financial topics. 
27:04
September 25, 2020