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.
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.
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.
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.
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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.
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.
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