CAPitalize Your Finances

Let's See Some CAPitalized Examples


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CAPitalizers: It's time to get real!  It's been my experience that using real-world examples is one of the most effective tools to help people understand the sometime less-than-concrete concepts of financial planning. 

In this episode, I take three hypothetical couples and apply some real numbers to their current financial situations.  I'll design a strategy for each of them, and I'll explain WHY I'm taking each step along the way.  This will give you a really good sense of how it's done.

Did you ever wonder how a CAPitalized plan is put into place?  Have a listen, get ready to take some notes, and -- most importantly -- let's CAPitalize!

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CAPitalize Your FinancesBy Christopher A. Panagiotu, CFP®, CRPS®

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