Capitalize Your Fridays!

ALTIUS Financial Inc's Michael Williams CFP® & Taylor McGowen CFP®
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  • UPDATED SEMIMONTHLY
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. NOV 9

    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 min

  2. TRAILER

    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 min

  3. MAR 22

    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 min

  4. MAR 8

    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 min

  5. FEB 23

    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 min

  6. FEB 9

    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 min

  7. JAN 26

    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 min

  8. JAN 12

    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 min
See All (89)

Trailer

Ratings & Reviews

5
out of 5
3 Ratings

About

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.

Information

  • Creator
    ALTIUS Financial Inc's Michael Williams CFP® & Taylor McGowen CFP®
  • Years Active
    2020 - 2024
  • Episodes
    89
  • Rating
    Clean
  • Copyright
    © ALTIUS Financial Inc's Michael Williams CFP® & Taylor McGowen CFP®
  • Show Website
    Capitalize Your Fridays!

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