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Guided Path 2-3 Spousal Strategies

Listen to Zacc, Laura and Mike talk Spousal Strategies when it comes to your Social Security benefits.

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Guided Path 2-2 How is Your Social Security Benefit Calculated?

Learn the in's and out's of your benefit when it comes to Social Security.

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Guided Path 2-1 Social Security Basics Refresher

Learn the common mistakes when filing for Social Security and how you can avoid them.

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Guided Path 1-6 Income Planning for Investors Ages 40 to 60

For those nearing retirement or planning ahead, this episode will help you plan for retirement when it comes to your investments.

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Capita 2022 Q2 Recap & Quarterly Market Insight

Join Capita advisors Zacc Call and Matt Johns for our quarterly market update with Kurt Brown from Townsquare Capital.

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Guided Path 1-5 Income Planning for Investors Ages 25 to 40

For those who are 25-40 this episode is for you! Learn income planning strategies that will help set you up for success in the future.

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Guided Path 1-4 Retirement Income Risks

Inflation can greatly impact your retirement. Strap in for this episode to hear the risks that affect retirement and how you can best take these into consideration.

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Guided Path 1-3 Pension Decisions

Dive into how you can best navigate your pension in this episode.

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Guided Path 1-2 Social Security Basics

Get to understand the basics of social security before we dive in deep into this topic next season.

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Guided Path 1-1 Organizing Retirement

Learn about income planning and how to use it to prepare for retirement.

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Get to Know Your Hosts - Laura

Meet Laura your host and guide on your financial journey.

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Get to Know Your Hosts - Zacc

Meet Zacc your host and guide for your financial journey.

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Introduction to the Guided Path

Find out what The Guided Path is and what to look forward to on your financial journey.

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Tax Surprises When Selling A Home

Don't get stuck with an unexpected surprise around tax time.

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Capita 2021 Q1 Recap & Quarterly Market Insight

Zacc Call CFP®, (Capita) and Kurt Brown (Townsquare) discuss what we like as well as what we worry about as we look back at Q1 2021.

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Gamestop Short Squeeze Explained to a 10 Year Old

Everyone wants to figure out what is going on with Gamestop!

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2021 Social Security Changes & Strategies

Tyler Williamson discusses Social Security changes to expect in 2021.

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Placing Your First Stock Trade

Investing is more accessible now than ever before. The biggest hurdle is understanding the lingo on the website to place an order.

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DAFs – The Packing Cubes of Charitable Giving

I am giving you the packing cubes of charitable giving today to celebrate episode 50.

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The 4 Financial Fires with Educator Emily Tate

We have an open discussion about the challenges teachers face such as low income and the lack of good financial planning help.

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Positioning Portfolios for the 2020 Election with Kurt Brown

How will the elections affect my investments and my retirement?

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Solving Life Problems with Life Insurance – Talk With The Expert Eric Stuart

We are talking all things life insurance and digging into the details of the different types.

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The Cost of Dying – Talk With The Expert Matt Russon

We discuss some of the big surprises that family members run into while planning the funeral of a loved one.

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Jay & Barbara, Paralyzed Between Taxes Today and Taxes Tomorrow – Real Retirees

You can hide from taxes now or reduce taxes later. If you have retirement assets, you can’t do both.

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BONUS: College Savings Simplified – Paul & Jean’s Special Request

All about simplifying college savings.

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How Will My Social Security Income Be Taxed? – Retiree Question

How much taxes will you owe on your Social Security income in retirement? How much taxes do you pay now to qualify for Social Security?

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Estate Planning for the Simpsons with Greg Lyle – Talk With The Expert

Greg discusses his easy method for getting through the basics of estate planning.

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ABCs of Mutual Funds

Many people avoid mutual funds because they think they are risky, but that isn’t always true.

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Saving Relationships Through Estate Planning with Lee McCullough

We talk about 5 key instruments of estate planning to help maintain harmony within your family after passing and learn how to avoid major estate planning mistakes.

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How Do I Actually Get Money Out of My Portfolio? – Retiree Questions

We discuss in depth what goes on behind the scenes of withdrawals, taxation, and related investment considerations.

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Take Social Security Or Withdraw From 401(k)? – Retiree Questions

 Listen to fully understand how there is so much more to Social Security decisions than a simple break-even of total benefits received.

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Fixing A Social Security Mistake – Real Retirees

In “Real Retirees” episodes, Zacc talks through real situations and choices retirees must make.

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Advisor Vs. Index?…Wrong Question.

Pinning up a financial planner against an index fund is a false dilemma, learn why!

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Diversification – A Good Thing Gone Bad

Listen/watch this new episode to see what’s considered the ‘no man’s land’ when it comes to investing and your portfolio.

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Not-So-Rookie Investment Mistakes

Zacc Call and Capita Advisor Matt Johns sit down and discuss the rookie mistakes, or not so rookie mistakes, made when investing.

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Thriving in Turbulent Times with Terri Flint

In a time of social distancing and economic disruption, Terri will discuss the science of resilience and the effects of social isolation.

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A Bear of a Transition

Retirement can be a tough transition for anyone, even the Jazz Bear.

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BONUS: Falling Market Update, Should You Worry?

Zacc Call & Kurt Brown (Townsquare Capital CEO, President, Chief Investment Officer) help make sense of recent market movements.

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The Dummies Are Back and Wanted a Roth

The dummies, Ansley and Laura, are back. They wanted to learn how to open a Roth IRA account on their own.

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The Fake Paycheck

This episode discusses what type of investments you need and uncovers your tool to maintain your retirement savings goal.

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My Cancer, Your Retirement

Zacc opens up about his personal story dealing with cancer and how that has affected the way he saves for retirement.

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Why Resolutions Don’t Work

Terri Flint, the doctor of well-being, teaches us why our new year’s resolutions aren’t working for us.

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Financial Fears Getting in the Way of Your Happiness?

Zacc tells the story of Brad & Katie and how their financial goals may be getting in the way of their overall happiness.

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They Were Afraid to Retire

Uncover the reason why this couple is still nervous to make the jump into retirement, despite their good financial position.

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Get Divorced for $640,000

There are lots of reasons why people get divorced, but have you ever heard of someone getting divorced to get a better social security benefit?

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Sleeping with the mailman? Messed-up Social Security Penalties: WEP/GPO

Three Capita Social Security planners unravel the complicated knot of government social security penalties.

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A Tough Social Security Decision

Jeff & Brenda are faced with a life-changing Social Security decision.

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Economics Defined by a 12 Year Old

What do kids think is the typical average income? How much should kids be earning for jobs at this age?

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Not So Preferred, Preferred Stocks

This episode discusses how preferred stocks really work, and suggests other investment options that are actually preferred by the professionals.

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Bundle and Save, Even with Medicare

Brent Hess and Katrina Bourne outline the differences between an Advantage Plan and Supplemental Plans within Medicare.

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Unicorn IPOs & Getting Rich While Losing Billions

We cover the difficulty of determining the worth of “network effect” businesses.

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Lacey, Robert, and Henry Skip Taxes By Transferring Stock From Their 401(k) Through NUA

There may be a way of avoiding massive income taxes through Net Unrealized Appreciation (NUA).

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Raising A Money Monster

Important tips for helping your kids be smarter in money decisions.

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Tricks To Early Retirement

There are legal ways of getting money out of your retirement accounts without paying the 10% early withdrawal penalty!

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What Your Financial Professional Does Not Want You to Know

You can’t figure out why you either never hear from your financial professional or you can’t get them to leave you alone.

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Pension Deal Or No Deal with Bart Wagstaff

Pension Deal or No Deal: No, there will not be 26 lovely ladies holding numbered briefcases with different amounts.

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Finances for Dummies…I Mean Millennials

Discussion with two early-twenty-year-old working students about all the basic money decisions that happen in the beginning of adulthood.

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Quality Stock Picking with Nate Rhees

How do you take the entire stock market with thousands of stocks and narrow it to 30?

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Bond Basics with Monica Sonnier

Bonds can be simply described as a loan to an institution of some type.

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The Getaway Guru with Larry Gelwix

Today’s episode is all about having fun. For many, travel is the reward for proper financial planning.

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Portfolio Audit with Kurt Brown

Through an extensive portfolio audit, Townsquare exposes the 5 cardinal sins of portfolio management.

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Giving Smarter – Complex Asset Donations

Teaching you about the benefits of using a Complex Asset Donation Fund, in a very non-complex way!

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Giving Smarter – Donor Advised Funds

The most common mistake in donating, is assuming that you will automatically get the best tax benefit.

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Medicare Blunders & Plans F & G

If Medicare makes you nervous, listen up, we know we can help you rest as ease.

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Planning for Functional Decline with Dr. John Lassere

It isn’t always about curing the patient but helping them live a safe, happy, and honest life.

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Invest Like an Institution – Model Delivery with Kurt Brown

The layers between you and your end investment create inefficiencies that eat away at your possibilities for growth.

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Recover Your Charitable Deduction – QCDs with Hal Rosen, CPA

In an interview with Hal Rosen, CPA, we cover Qualified Charitable Distributions (QCDs) as a method for recovering the tax benefit for charitable donations.

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To Roth or not to Roth

The math myth of Roth's, don't be afraid of taxes, be aware of taxes.

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5 Retirement Income Risks – Healthcare, Post-Medicare

Medicare Basics with expert, Matt Gibson. Don't get lost in the alphabet soup of Part A, B, C, D, E, F, G or advantage plans.

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5 Retirement Income Risks – Healthcare, Pre-Medicare

Chris Miller discusses how to bridge the gap until you can sign up for Medicare at age 65.

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IRA Beneficiary Blunders (outdated)

Learn about ways to protect family relationships that can go sour if not thought about enough. In addition to that, how we can minimize taxes as a secondary goal.

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tHE fINANCIAL pLANNING EVERYONE SHOULD HAVE

wHAT IS MONEY DOING FOR YOu?

Money can introduce peace or worry. It can provide opportunities or disadvantages. Your finances create memories of positive experiences or feelings of being trapped. Our financial roadmap gives you the path to financial peace, opportunity, and positive experiences.

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The financial call

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The podcast format is built so that you can consume individual episodes or follow a guided path. The guided path will take you through the episodes in an order that gives you a foundation and then builds upon it.

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