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BONUS - Questions From the Internet: Roth vs Traditional

Zacc and Erik are back to answer your most pressing questions following up from their first deep dive into Roth vs. Traditional. You don't want to miss it.

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Guided Path 8-5 Long Term Care & Disability

Zacc Call and Laura Hadley, along with insurance professional Barney Tanner, are diving into the intricacies of long-term care and disability insurance.

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BONUS: Protect Yourself from Running Out of Money In Retirement

Zacc joins Eric Soderborg to discuss how you can keep your retirement money safe.

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Guided Path 8-4 (Life) When To Get It, When To Drop It

In this episode, Zacc Call and Laura Hadley discuss both when to get and when to drop life insurance.

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BONUS: When to Take Social Security to Maximize Your Benefits

Zacc Call joins Erik Soderborg on the 90 Days from Retirement Youtube channel to discuss how you can make the most out of your Social Security.

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Guided Path 8-3 Life Insurance

In this episode, Zacc Call and Laura Hadley explore the intricacies of life insurance.

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Guided Path 8-2 Navigating the Alphabet Soup of Medicare

To help you feel less overwhelmed, Zacc Call and Laura Hadley break down the different parts of Medicare and explain key points to keep in mind before enrolling — so you can make an informed decision based on your healthcare needs.

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Guided Path 8-1 Pre 65 Health Care Options for Early Retirees

Zacc Call and Laura Hadley explore three options for pre-65 health care coverage: COBRA plans, retiree plans offered by employers, and plans obtained through the exchange.

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Guided Path 7-5 Charitable Giving Meets Exit Planning

In this episode, Zacc Call and Laura Hadley discuss tax-efficient charitable giving strategies for business owners planning to exit their businesses.

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Guided Path 7-4 Donor-Advised Funds

In this episode, Zacc Call and Laura Hadley discuss DAFs, their benefits, growth, and associated sponsors and fees.

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Guided Path 7-3 Qualified Charitable Distributions

In this episode, Zacc Call and Laura Hadley discuss the benefits of Qualified Charitable Distributions (QCDs) for individuals aged 70.5 or older.

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Guided Path 7-2 Timing Your Donations

In this episode, Zacc Call and Laura Hadley discuss the tax benefits of charitable giving, focusing on the strategy of "bunching" or "doubling up" donations.

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BONUS: Roth vs. No Roth

Zacc Call joins Erik Soderborg for an engaging conversation navigating Roth vs. Traditional Accounts.

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Guided Path 7-1 Donating Cash vs. Stocks

In this episode, Zacc Call and Laura Hadley discuss the benefits of donating cash versus stocks, and the potential tax advantages associated with each option.

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Guided Path 6-5 Have the Right Network

This episode talks about having a plan and the right mentality when owning or selling a business, you don't want to miss it!

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Guided Path 6-4 Exiting Your Business

Join Zacc and Laura with attorneys Bryant Jensen and Megha Kundra for expert advice how to exit your business and the logistics of doing so.

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Guided Path 6-3 Invest in Your Business & Your Retirement

In this episode, Zacc Call and Laura Hadley discuss investing in your business and retirement as a business owner. They differentiate between business creators and solo practitioners, emphasizing the importance of scaling up a business to increase income potential.

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Guided Path 6-2 Small Business Retirement Plans

This episode is created just for business owners looking to decide what are the best retirement plans for their employees.

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Guided Path 6-1 Business Structures

Listen to this episode to help guide you with choosing the best structure for you business.

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Guided Path 5-6 Preventing a Family Disaster

In this episode, Zacc Call and Laura Hadley highlight practical solutions to prevent family issues caused by wealth, including open communication, fair estate planning, financial education, and maintaining strong family values.

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Guided Path 5-5 Advanced Trust Planning Strategies

Zacc and Laura are joined by guest Eric Whiting to really dive deep into trust planning and advanced strategies you can use when planning for the future.

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Guided Path 5-4 Estate Taxes

Listen to this episode for a deep dive into Estate Taxes and how this can affect you.

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Guided Path 5-3 Naming Beneficiaries

Tune in for a deep dive into naming your beneficiaries.

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Guided Path 5-2 Wills & Trusts

Listen to this episode for common myths about wills & trusts.

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Guided Path 5-1 The Estate Plan Everyone Should Have

Listen in to this episode for an overview of estate planning before we dive deep into this new season.

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BONUS: The Debt Ceiling

Tune in to this bonus episode to hear all about what is the debt ceiling and what this has to do with a government shutdown.

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Guided Path 4-6 Common Tax Myths

Listen in to hear the most common tax myths and how you can educate yourself to not fall for these common myths.

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Guided Path 4-5 Taxes on Employee Stock Plans

Learn about the intricacies of employee stock options plans and how you can apply this knowledge to your own benefits.

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Capita 2023 Q1 Quarterly Market Insight

Join Capita advisors Zacc Call and Laura Hadley for our quarterly market update.

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Guided Path 4-4 Retiree Tax Strategies

Listen in for tax saving strategies whether you're a retiree or not, these tips can help you!

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Guided Path 4-3 How Non-Retirement Investments are Taxed

Listen in to learn more about your investments and how they can be taxed.

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BONUS: Silicon Valley Bank Collapse Explained

Listen to hear a breakdown on what's going on with the Silicon Valley Bank collapse.

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Guided Path 4-2 Roth vs. Traditional

Listen in to learn about Roth and Traditional investment accounts and which is best for you.

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Guided Path 4-1 How the Government Calculates Your Taxes

Learn the foundations of taxes and how you can take steps to save on your taxes.

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Guided Path 3-7 Building Your Portfolio

Listen to learn how to build your portfolio and avoid common beginner mistakes for investors.

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Guided Path 3-6 Options, Futures, Private Markets

Listen in to learn about the world of alternative investment options to help diversify your investment portfolio.

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Capita 2022 Q4 Recap & Quarterly Market Insight

Join Capita advisor Zacc Call for our quarterly market update with Kurt Brown from Townsquare Capital.

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Guided Path 3-5 Real Estate

Learn about real estate investing with Zacc Call, Laura Hadley and Tyson Long.

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Guided Path 3-4 Funds

Join us as we discuss all you need to know about investing in funds.

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Guided Path 3-3 Understanding Bonds

Your guide to everything you need to know about investing with bonds.

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Guided Path 3-2 Stocks

Learn the basics of stocks and how they can be added to your financial portfolio.

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Guided Path 3-1 Investing Basics

Learn the basics of investing and getting started with your portfolio.

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Guided Path 2-6 When Should You File?

Learn how you can file for Social Security at the time that's right for you!

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Guided Path 2-5 Social Security Penalties WEP and GPO

Learn what Social Security Penalties may affect you in the future.

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BONUS: Recap of Capita's Fall 2022 Educational Bootcamp

Listen to the highlights of Capita's Fall 2022 Financial Education Bootcamp.

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Capita's Financial Education Bootcamp Fall 2022

Watch Capita's Fall 2022 Bootcamp where we had top industry experts discuss the latest market updates, the market over the last year, Medicare cost & options, as well as tax saving strategies.

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Guided Path 2-4 Divorce, Remarriage and Death

Tune in to this episode to learn about spousal benefits and what to do when filing for social security after a divorce, death, or remarriage.

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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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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 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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