Retirement Income

How to manage your income and lead a successful financial future.
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BONUS - Questions From the Internet: Roth vs Traditional

Podcast
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.
by 
The Financial Call
Retirement Income

BONUS: Protect Yourself from Running Out of Money In Retirement

Podcast
Zacc joins Eric Soderborg to discuss how you can keep your retirement money safe.
by 
The Financial Call
Retirement Income

Guided Path 6-2 Small Business Retirement Plans

Podcast
This episode is created just for business owners looking to decide what are the best retirement plans for their employees.
by 
The Financial Call
Retirement Income

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.
by 
The Financial Call
Retirement Income

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.
by 
The Financial Call
Retirement Income

Guided Path 1-3 Pension Decisions

Dive into how you can best navigate your pension in this episode.
by 
The Financial Call
Retirement Income

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.
by 
The Financial Call
Retirement Income

Guided Path 1-1 Organizing Retirement

Learn about income planning and how to use it to prepare for retirement.
by 
The Financial Call
Retirement Income

The Pension Decision: Lump Sum vs. Monthly

Article
The problem is, when it comes to pension decisions, there are multiple equations.
by 
Zacc Call
Retirement Income

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

Podcast
We discuss in depth what goes on behind the scenes of withdrawals, taxation, and related investment considerations.
by 
Zacc Call
Retirement Income

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

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

They Were Afraid to Retire

Podcast
Uncover the reason why this couple is still nervous to make the jump into retirement, despite their good financial position.
by 
Zacc Call
Retirement Income

Tricks To Early Retirement

Podcast
There are legal ways of getting money out of your retirement accounts without paying the 10% early withdrawal penalty!
by 
Zacc Call
Retirement Income

Pension Deal Or No Deal with Bart Wagstaff

Podcast
Pension Deal or No Deal: No, there will not be 26 lovely ladies holding numbered briefcases with different amounts.
by 
Zacc Call
Retirement Income
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© 2024 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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© 2024  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.