Capitalize Your Fridays!

ALTIUS Financial Inc's Michael Williams CFP® & Taylor McGowen CFP®
  • 5.0 (3)
  • 投资
  • 半月一更
Capitalize Your Fridays!

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.

  1. 11月9日

    The Ins & Outs of Tax Loss Harvesting

    As we approach the end of the year, it is crucial to review tax trading strategies including the practice of tax loss harvesting. Tax loss harvesting is the selling of securities at a loss to offset capital gains taxes. Tune in to hear more about the process of tax loss harvesting and why it's a it’s a valuable tool that ALTIUS Financial uses to not only reduces tax liabilities, but also allow clients to rebalance their portfolios.

    32 分钟

  2. 预告

    Welcome Back to Capitalize Your Fridays!

    After a hiatus over the summer and while Taylor was on maternity leave, ALTIUS Financial's podcast Capitalize Your Fridays is back! We missed our listeners, so we’re back in the studio excited to release new episodes coming soon. Catch up with Mike and Taylor and take a sneak peek at what’s to come on Capitalize Your Fridays.

    16 分钟

  3. 3月22日

    Tick Tock, Tik Tok?

    Let's talk Tik Tok. Is Tik Tok going to get banned? And does even apply to me if I'm not a current user? Mike and Taylor dive into the Tik Tok news and what this could mean for different areas of the US economy.

    29 分钟

  4. 3月8日

    The Tipping Point

    We want to look after our service professionals, but has Tipping gotten out of hand? Mike and Taylor cover what’s the big issue with tipping? What’s typical for tip protocol? And more.

    17 分钟

  5. 2月23日

    Relationships & Retirement

    In this episode, Mike and Taylor cover the top 3 relationship risks when transitioning into retirement. Retirement vision and timeline for that vision Financial harmony Health and longevity

    35 分钟

  6. 2月9日

    RMDs... What Are These?

    What's an RMD and why do I have to pull money from my account each year? Or do I? In this episode, Mike and Taylor dive into these common questions about required minimum distributions (RMDs), how they're calculated, and the history of them.

    24 分钟

  7. 1月26日

    ABCs of Business Entities

    ABC’s it’s easy as… wait, no, what business Entity is best for me? In this episode, Mike and Taylor review what a business entity is and the different types of business entities.

    29 分钟

  8. 1月12日

    Are You Behind On Your Finances?

    Where do you fall on the financial readiness scale? This episode answers questions many of our listeners may have regarding their current financial security relative to social norms.

    40 分钟
查看全部 89 集

预告

评分及评论

5
共 5 分
3 个评分

关于

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.

信息

  • 创作者
    ALTIUS Financial Inc's Michael Williams CFP® & Taylor McGowen CFP®
  • 活跃年份
    2020年 - 2024年
  • 单集
    89
  • 分级
    儿童适宜
  • 版权
    © ALTIUS Financial Inc's Michael Williams CFP® & Taylor McGowen CFP®
  • 节目网站
    Capitalize Your Fridays!

若要收听包含儿童不宜内容的单集，请登录。

关注此节目的最新内容

登录或注册，以关注节目、存储单集，并获取最新更新。
选择国家或地区

非洲、中东和印度

亚太地区

欧洲

拉丁美洲和加勒比海地区

美国和加拿大