THE
GUIDED
PATH

Not sure where to look for your financial guidance? You're in the right place. Follow our Guided Path and begin your journey to Financial Success!

Introduction

Zacc and Laura introduce us & layout the pattern for the guided Path

Intro to Financial Planning and Your Guides

Get to know your host - Zacc Call

Get to know your host - Laura Hadley

1-Income Planning

2-Social Security

2-1 Social Security Basics refresher

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2-2 HOW IS YOUR SOCIAL SECURITY BENEFIT CALCULATED?

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2-3 SPOUSAL STRATEGIES

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2-4 DIVORCE & Death

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2-5 Social Security Penalties Wep and GPO

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2-6 When Should You File?

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3-Investing

4- Tax PLANNING

4-1 How the government calculates your taxes

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4-2 Roth Vs. Traditional

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4-3 How Non-Retirement Investments are Taxed

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4-4 Retiree Tax Strategies

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4-5 taxes on employee stock plans

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4-6 Common Tax Myths

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5-Estate Planning

5-1 The Estate plan everyone should have

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5-2 Wills & Trusts

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5-3 Naming Beneficiaries

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5-4 Estate Taxes

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5-5 Advanced trust Planning Strategies

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5-6 Preventing A Family Disaster

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6-Business Owners

6-1 Business Structures

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6-2 Small business Retirement plans

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6-3 Invest in your business and in your retirement

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6-4 Exiting your business

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6-5 Have The Right Network

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7-CHARITABLE GIVING

8-insurance

what to Eat

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