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Zacc is the President of Capita and a CFP® professional. He began his financial services career at Fidelity in 2007 and joined Capita in 2015. Zacc’s personal mission is: Deliver superior financial planning to as many households as possible. This mission is accomplished through guiding Capita’s advisors and distributing The Financial Call podcast of which he is a co-host. Zacc loves coaching soccer, mountain biking with his dog, and spending time with his family.
Listen Or WatchIf you are worried about running out of money during retirement, you are not alone. There are things outside your control that will impact your retirement funds. However, the more important things to worry about fall under your control and, with some discipline and knowledge, you can protect yourself against the external risks.
Listen Or WatchHow your investment accounts are taxed could save you considerable amounts of money if you use the right investment vehicle. The two most common are Roth and Traditional accounts, especially as we talk about IRAs and 401(k)s. Our original video on Roth vs Traditional generated a lot of questions, so Zacc Call - President of Capita Financial Network - took some time to answer those questions.
Listen Or WatchTo include Zacc in your upcoming event or podcast, complete the form and we'll reach out to you soon!