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FINANCIAL GUIDANCE PODCAST

THE FINANCIAL CALL

There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.

Explore The Guided Path SERIES

Topics Discussed:

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

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Spotify

Timely Topics - The Future of AI in Markets

Events & Webinars
The Future of AI in the Markets, Zacc Call, CFP® (Capita) and Stephen Atkins CFA (Polen Capital) dive into discussing how artificial intelligence is transforming investment strategies and market dynamics.
by 
Zacc Call
Current Events

Capita's Financial Bootcamp Fall 2024

Events & Webinars
In our latest bootcamp, wealth advisors Laura Hadley and Alison Frasca from Capita Financial Network joined Tim Holland, Chief Investment Officer at Orion OCIO, to discuss essential financial topics including Women & Money, Tracking Your Cash Flow & Net Worth, and Current Market Hot Topics.
by 
Zacc Call
Current Events

Capita 2024 Q3 Quarterly Market Update

Events & Webinars
Join Capita advisors Zacc Call and Tyson Williamson for our quarterly market update with Tim Holland from Orion.
by 
Zacc Call
Current Events

Capita 2024 Q2 Quarterly Market Update

Events & Webinars
Join Capita advisor Zacc Call and Tyson Williamson for our quarterly market update.
by 
Zacc Call
Current Events

Capita 2024 Q1 Quarterly Market Update

Events & Webinars
Join Capita advisors Zacc Call and Tyson Williamson for our quarterly market update with Tim Holland from Orion.
by 
Zacc Call
Current Events

Capita's Financial Bootcamp Spring 2024

Events & Webinars
Watch Capita's Spring 2024 Financial Bootcamp where we had top industry experts explore critical financial topics such as Medicare debates, market forecasts, and optimizing Social Security taxes in a dynamic discussion.
by 
Zacc Call
Current Events

Guided Path 8-6 P&C Insurance (Umbrella)

Podcast
by 
The Financial Call
Insurance

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

Guided Path 8-5 Basics of Long-term Care & Disability Insurance

Podcast
by 
The Financial Call
Insurance

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 8-4 Life Insurance: When To Get It, When To Drop It

Podcast
by 
The Financial Call
Insurance

BONUS: When to Take Social Security to Maximize Your Benefits

Podcast
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.
by 
The Financial Call
Social Security

Capita 2023 Q4 Quarterly Market Update

Events & Webinars
Join Capita advisors Zacc Call and Tyson Williamson for our quarterly market update with Tim Holland from Orion.
by 
Zacc Call
Current Events

Guided Path 8-3 Life Insurance

Podcast
by 
The Financial Call
Insurance

Guided Path 8-2 Navigating the Alphabet Soup of Medicare

Podcast
by 
The Financial Call
Insurance

Guided Path 8-1 Health Care Options for Early Retirees

Podcast
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.
by 
The Financial Call
Insurance

Guided Path 7-5 Charitable Giving Meets Exit Planning

Podcast
In this episode, Zacc Call and Laura Hadley discuss tax-efficient charitable giving strategies for business owners planning to exit their businesses.
by 
The Financial Call
Charitable Giving Strategies

Guided Path 7-4 Donor-Advised Funds

Podcast
In this episode, Zacc Call and Laura Hadley discuss DAFs, their benefits, growth, and associated sponsors and fees.
by 
The Financial Call
Charitable Giving Strategies

Capita's Financial Education Bootcamp Fall 2023

Events & Webinars
Watch Capita's Fall 2022 Bootcamp where we had top industry experts discuss the latest market updates, the market over the last year, tax changes coming after 2025, as well as the state of the US dollar.
by 
Zacc Call
Current Events

Guided Path 7-3 Qualified Charitable Distributions

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

Cyclical Stocks

Article
Explore the world of cyclical stocks and their connection to economic trends. Learn what cyclical stocks are, how macroeconomic factors impact them, and discover why diversifying your portfolio with cyclical stocks can be a wise strategy.
by 
Zacc Call
Investing

Guided Path 7-2 Timing Your Donations

Podcast
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.
by 
The Financial Call
Charitable Giving Strategies

BONUS: Roth vs. No Roth

Podcast
Zacc Call joins Erik Soderborg for an engaging conversation navigating Roth vs. Traditional Accounts.
by 
The Financial Call
Investing

Guided Path 7-1 Donating Cash vs. Stocks

Podcast
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.
by 
The Financial Call
Charitable Giving Strategies

Capita 2023 Q3 Quarterly Market Update

Events & Webinars
Join Capita advisor Zacc Call for our quarterly market update with Tim Holland and Ryan Dressel from Orion.
by 
Zacc Call
Current Events

Guided Path 6-5 Have the Right Network

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

Guided Path 6-4 Exiting Your Business

Podcast
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.
by 
The Financial Call
Investing

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

Podcast
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.
by 
The Financial Call
Investing

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 6-1 Business Structures

Podcast
Listen to this episode to help guide you with choosing the best structure for you business.
by 
The Financial Call
Tax Strategies

Capita 2023 Q2 Quarterly Market Update

Events & Webinars
Join Capita advisor Zacc Call for our quarterly market update with Tim Holland and Ryan Dressel from Orion.
by 
Zacc Call
Current Events

Guided Path 5-6 Preventing a Family Disaster

Podcast
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.
by 
The Financial Call
Estate Planning

Guided Path 5-5 Advanced Trust Planning Strategies

Podcast
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.
by 
The Financial Call
Estate Planning

Guided Path 5-4 Estate Taxes

Podcast
Listen to this episode for a deep dive into Estate Taxes and how this can affect you.
by 
The Financial Call
Estate Planning

Guided Path 5-3 Naming Beneficiaries

Podcast
Tune in for a deep dive into naming your beneficiaries.
by 
The Financial Call
Estate Planning

Guided Path 5-2 Wills & Trusts

Podcast
Listen to this episode for common myths about wills & trusts.
by 
The Financial Call
Estate Planning

Guided Path 5-1 The Estate Plan Everyone Should Have

Podcast
Listen in to this episode for an overview of estate planning before we dive deep into this new season.
by 
The Financial Call
Estate Planning

BONUS: The Debt Ceiling

Podcast
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.
by 
The Financial Call
Current Events

Guided Path 4-6 Common Tax Myths

Podcast
Listen in to hear the most common tax myths and how you can educate yourself to not fall for these common myths.
by 
The Financial Call
Tax Strategies

The Debt Ceiling

Article
The Government has a debt ceiling that can have huge effects on the economy depending on whether they decide to raise it or not. Read the article to get a full breakdown of what this means.
by 
Zacc Call
Current Events

Guided Path 4-5 Taxes on Employee Stock Plans

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

Capita 2023 Q1 Quarterly Market Insight

Events & Webinars
Join Capita advisors Zacc Call and Laura Hadley for our quarterly market update.
by 
Zacc Call
Current Events

Guided Path 4-4 Retiree Tax Strategies

Podcast
Listen in for tax saving strategies whether you're a retiree or not, these tips can help you!
by 
The Financial Call
Tax Strategies

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

Podcast
Listen in to learn more about your investments and how they can be taxed.
by 
The Financial Call
Tax Strategies

BONUS: Silicon Valley Bank Collapse Explained

Podcast
Listen to hear a breakdown on what's going on with the Silicon Valley Bank collapse.
by 
The Financial Call
Current Events

Guided Path 4-2 Roth vs. Traditional

Podcast
Listen in to learn about Roth and Traditional investment accounts and which is best for you.
by 
The Financial Call
Tax Strategies

Guided Path 4-1 How the Government Calculates Your Taxes

Podcast
Learn the foundations of taxes and how you can take steps to save on your taxes.
by 
The Financial Call
Tax Strategies

Guided Path 3-7 Building Your Portfolio

Podcast
Listen to learn how to build your portfolio and avoid common beginner mistakes for investors.
by 
The Financial Call
Investing

Guided Path 3-6 Options, Futures, Private Markets

Podcast
Listen in to learn about the world of alternative investment options to help diversify your investment portfolio.
by 
The Financial Call
Investing

Capita 2022 Q4 Recap & Quarterly Market Insight

Events & Webinars
Join Capita advisor Zacc Call for our quarterly market update with Kurt Brown from Townsquare Capital.
by 
Zacc Call
Current Events

Guided Path 3-5 Real Estate

Podcast
Learn about real estate investing with Zacc Call, Laura Hadley and Tyson Long.
by 
The Financial Call
Investing

Guided Path 3-4 Funds

Podcast
Join us as we discuss all you need to know about investing in funds.
by 
The Financial Call
Investing

Guided Path 3-3 Understanding Bonds

Podcast
Your guide to everything you need to know about investing with bonds.
by 
The Financial Call
Investing

Guided Path 3-2 Stocks

Podcast
Learn the basics of stocks and how they can be added to your financial portfolio.
by 
The Financial Call
Investing

Guided Path 3-1 Investing Basics

Podcast
Learn the basics of investing and getting started with your portfolio.
by 
The Financial Call
Investing

Guided Path 2-6 When Should You File?

Podcast
Learn how you can file for Social Security at the time that's right for you!
by 
The Financial Call
Social Security

Guided Path 2-5 Social Security Penalties WEP and GPO

Podcast
Learn what Social Security Penalties may affect you in the future.
by 
The Financial Call
Social Security

BONUS: Recap of Capita's Fall 2022 Educational Bootcamp

Podcast
Listen to the highlights of Capita's Fall 2022 Financial Education Bootcamp.
by 
The Financial Call
Current Events

Capita's Financial Education Bootcamp Fall 2022

Events & Webinars
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.
by 
Current Events

Guided Path 2-4 Divorce, Remarriage, and Death

Podcast
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.
by 
The Financial Call
Social Security

Guided Path 2-3 Spousal Strategies

Podcast
Listen to Zacc, Laura and Mike talk Spousal Strategies when it comes to your Social Security benefits.
by 
The Financial Call
Social Security

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

Podcast
Learn the in's and out's of your benefit when it comes to Social Security.
by 
The Financial Call
Social Security

Guided Path 2-1 Social Security Basics Refresher

Podcast
Learn the common mistakes when filing for Social Security and how you can avoid them.
by 
The Financial Call
Social Security

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

Podcast
For those nearing retirement or planning ahead, this episode will help you plan for retirement when it comes to your investments.
by 
The Financial Call
Beginners

Capita 2022 Q2 Recap & Quarterly Market Insight

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

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

Get to Know Your Hosts - Laura

Meet Laura your host and guide on your financial journey.
by 
The Financial Call

Get to Know Your Hosts - Zacc

Meet Zacc your host and guide for your financial journey.
by 
The Financial Call

Introduction to the Guided Path

Podcast
Find out what The Guided Path is and what to look forward to on this financial journey.
by 
The Financial Call
Beginners

Capita 2021 Q4 Recap & Quarterly Market Insight

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

Capita 2021 Q1 Recap & Quarterly Market Insight

Events & Webinars
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.
by 
Zacc Call
Current Events

Tax Surprises When Selling A Home

Podcast
Don't get stuck with an unexpected surprise around tax time.
by 
Zacc Call
Tax Strategies

Q4 2020 Market Recap

Article
For the last decade, the market has lived near all-time highs.
by 
Zacc Call
Current Events

When to Get or Drop Life Insurance

Article
Life insurance can be messy, don’t under or over-do it.
by 
Zacc Call
Insurance

Q3 2020 Market Recap

Article
Look at how only a six-month window has completely reversed the rolling 12-month returns.
by 
Zacc Call
Current Events

Q2 2020 Market Recap

Article
The common question is, “Why is the market recovering while companies less money?”
by 
Zacc Call
Current Events

Investing Rookie (and not-so-rookie) Mistakes

Article
You can’t have a perfect portfolio. Part of your portfolio will always drive you crazy.
by 
Zacc Call
Investing

Q1 2020 Market Recap

Article
The U.S. stock and bond market percent change is overlaid to show concurrent market and virus events
by 
Zacc Call
Current Events

Market Update

Article
A global health crisis brings the importance of health in to focus.
by 
Zacc Call
Current Events

Diversification – A Good Thing Gone Bad

Article
More is usually better however, just as you will get sick with too much ice-cream in one sitting, so will your portfolio with too much diversification.
by 
Zacc Call
Investing

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

To Roth or not to Roth? That is the Question

Article
Which produces more wealth, investing in a Roth or a traditional retirement account? The answer… how about “neither”?
by 
Zacc Call
Tax Strategies

Giving Smarter: Qualified Charitable Distributions

Article
Any regular charitable donor over 70½ should be taking a hard look at a QCD.
by 
Zacc Call
Charitable Giving Strategies

Giving Smarter: The Complex Asset Donation

Article
There have only been a few days in my career that I can say I have saved someone between $100,000 and $1 million in taxes in just one day.
by 
Zacc Call
Charitable Giving Strategies

Giving Smarter: The Donor Advised Fund

Article
The common mistake is to donate assuming you will automatically get the best tax benefit for your donations.
by 
Zacc Call
Charitable Giving Strategies

Gamestop Short Squeeze Explained to a 10 Year Old

Podcast
Everyone wants to figure out what is going on with Gamestop!
by 
Zacc Call
Current Events

2021 Social Security Changes & Strategies

Podcast
Tyler Williamson discusses Social Security changes to expect in 2021.
by 
Zacc Call
Social Security

Placing Your First Stock Trade

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

DAFs – The Packing Cubes of Charitable Giving

Podcast
I am giving you the packing cubes of charitable giving today to celebrate episode 50.
by 
Zacc Call
Charitable Giving Strategies

The 4 Financial Fires with Educator Emily Tate

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

Positioning Portfolios for the 2020 Election with Kurt Brown

Podcast
How will the elections affect my investments and my retirement?
by 
Zacc Call
Current Events

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

Podcast
We are talking all things life insurance and digging into the details of the different types.
by 
Zacc Call
Insurance

The Cost of Dying – Talk With The Expert Matt Russon

Podcast
We discuss some of the big surprises that family members run into while planning the funeral of a loved one.
by 
Zacc Call
Estate Planning

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

Podcast
You can hide from taxes now or reduce taxes later. If you have retirement assets, you can’t do both.
by 
Zacc Call
Tax Strategies

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

Podcast
All about simplifying college savings.
by 
Zacc Call
Saving Strategies

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

Podcast
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?
by 
Zacc Call
Social Security
Pinned Posts
Timely Topics - The Future of AI in Markets
Capita's Financial Bootcamp Fall 2024
Capita 2024 Q3 Quarterly Market Update
Introduction to the Guided Path
Featured Posts
Timely Topics - The Future of AI in Markets
Capita's Financial Bootcamp Fall 2024
Capita 2024 Q3 Quarterly Market Update
Guided Path 8-6 P&C Insurance (Umbrella)
BONUS - Questions From the Internet: Roth vs Traditional
BONUS: Roth vs. No Roth
Introduction to the Guided Path
Categories
For CPAs
Insurance
Current Events
Beginners
Charitable Giving Strategies
Health Insurance
Estate Planning
Tax Strategies
Investing
Saving Strategies
Social Security
Retirement Income
Mind & Matter
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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.
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