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WEEKLY TOPICS

ABC4 Financial Friday

Welcome to Financial Friday—Capita Financial Network’s weekly, plain-English breakdown of the money topics that matter. Each Friday, we unpack retirement planning, tax strategies, market moves, and everyday budgeting so you can make informed decisions with confidence. Watch the latest segment, skim key takeaways, and grab our quick checklist.
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Guide to Financial Professionals
Play
Knowing who’s giving you financial advice matters. Advisors, brokers, and agents can play very different roles, each with unique motives and pay structures. Our YouTube series and free Guide to Financial Professionals break down the differences so you can make informed, confident decisions about your money.
5 Minutes
Roth Misunderstanding
Play
The “Same Spendable” concept shows that with equal tax and growth rates, your spendable income stays the same, no matter the account type. But when tax rates shift, strategy matters. Learn when to choose Roth, Traditional, or both in our five-part All About That Roth podcast series.
5 Minutes
Financial Planning for Beginners
Play
Financial planning begins with a solid foundation. Start by fixing weak spots in your finances, like debt and lack of insurance, then take advantage of free employer benefits and set up automated retirement savings. These simple steps create systems that protect your future and build lasting confidence.
5 Minutes
Intro to Capita & Zacc Call Money Education Youtube Channel
Play
At Capita Financial Network, we believe financial confidence starts with education. From teaching Social Security in Utah to hosting a long-running podcast and YouTube channel, we deliver clear, practical financial insights. Access free tools, webinars, and events through our Education Center and Financial Fridays to take control of your money with confidence.
5 Minutes

Resources

Everything you need for this week’s topic and more —watch the clip, skim the key takeaways, and use our guides, checklists, and calculators to put the ideas into action.
Tools & Resources
7 Prosperity Project
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Tools & Resources
How to Calculate Taxes on Your Social Security Benefits
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Tools & Resources
Top 10 Year-End Tax Moves for 2025
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Tools & Resources
Net Worth Calculator Tool
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Roth IRA Explanation
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Guide PDF
Guide To Financial Professionals
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Education Center
Education Center
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UPCOMING TOPICS
Keep a lookout for new topics as they are published in the coming weeks!
2025 Year-End Tax Checklist
Dec. 12th
In this episode, we outline ten key financial tasks to tackle before the end of 2025, along with three bonus items to keep on your radar. We walk through practical strategies like adjusting retirement contributions, harvesting capital gains or losses, considering Roth conversions, help optimize charitable giving, and managing RMDs and QCDs. The episode breaks these concepts down in a straightforward way, helping you understand how each step fits into a stronger financial foundation.
5 Minutes
The Two Five-Year Rules: Avoiding Roth IRA Penalties and Surprises
Dec. 19th
Roth IRAs are built to offer tax-free growth potential, but two key 5-year rules determine whether withdrawals truly stay tax- and penalty-free. This episode explains the “forever” 5-year rule that governs taxes on growth and the separate 5-year conversion rule that applies to Roth conversions. Together, these rules highlight why starting the clock early and understanding each timeline is essential to supporting your Roth benefits.
5 Minutes
Retirement Made Simple
Jan. 2nd
Shifting from a steady paycheck to living on withdrawals requires a clear sequence of financial decisions. This episode breaks down how to potentially optimize Social Security, evaluate fixed income sources, structure withdrawals, and manage taxes, inflation, and bracket impacts. By mapping your “flight path” into the future, it shows how thoughtful planning, and the flexibility to adjust, can help you create a smoother transition into retirement.
5 Minutes
Your Best Financial Year
Jan. 9th
Many people want to manage their money confidently but don’t know where to start, so this episode introduces a simple weekly system for building strong financial habits. Each task fits into one of eight core planning areas, including spending, saving, taxes, insurance, and estate planning, and helps you create a consistent routine that keeps your finances moving forward. It’s a practical approach to staying organized, building momentum, and supporting steady progress throughout the year.
5 Minutes
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Financial Education •  Updates •  Join our Community
Financial Education Channel

ZACC CALL
MONEY EDUCATION

Whether you are just starting your financial journey or ready to take it to the next level, this channel is your go-to resource. Let us be your guide!

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Topics Discussed:

  • Income Planning
  • Social Security
  • Investing
  • Tax Planning
  • Estate Planning
  • Business Owners
  • Charitable Giving
  • Insurance

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Disclosures
© 2025 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2025  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.