THE
GUIDED
PATH

Not sure where to look for your financial guidance? You're in the right place. Follow our Guided Path and begin your journey to Financial Success!

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

Introduction

Zacc and Laura introduce us & layout the pattern for the guided Path

Intro to Financial Planning and Your Guides

Get to know your host - Zacc Call

Get to know your host - Laura Hadley

1-Income Planning

1-1 Organizing Retirement Income
1-2 Social Security Basics
1-3 Pension Decisions
1-4 Retirement Income Risks
1-5 Income Planning for Investors Ages 25 to 40
1-6 Income Planning for Investors Ages 40 to 60

1-1 ORGANIZING RETIREMENT InCOME

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1-2 Social security Basics

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1-3 Pension Decisions

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1-4 Retirement Income Risks

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1-5 Withdrawal Strategies

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1-6 Income planning for investors age 40 - 60

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2-Social Security

2-1 Social Security Basics Refresher
2-2 How is Your Benefit Calculated?
2-3 Spousal Strategies
2-4 Divorce & Death
2-5 Social Security Penalties WEP & GPO
2-6 When should you file?

2-1 Social Security Basics refresher

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2-2 HOW IS YOUR SOCIAL SECURITY BENEFIT CALCULATED?

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2-3 SPOUSAL STRATEGIES

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2-4 DIVORCE & Death

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2-5 Social Security Penalties Wep and GPO

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2-6 When Should You File?

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3-Investing

3-1 Basics
3-2 Stocks
3-3 Bonds
3-4 Funds
3-5 Real Estate
3-6 Options, Futures, Private Markets
3-7 Building Your Portfolio

3-1 Investing Basics

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3-2 Stocks

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3-3 UNDERSTANDING BONDS

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3-4 FUNDS

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3-5 Real Estate

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3-6 Options, futures, Private Markets

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3-7 Building Your POrtfolio

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4- Tax PLANNING

4-1 How the Government Calculates Your Taxes
4-2 Roth Vs. Traditional
4-3 How are Non-Retirement Investments Taxed
4-4 Retiree Tax Strategies
4-5 Taxes on Employee Stock Plans
4-6 Common Tax Myths

4-1 How the government calculates your taxes

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4-2 Roth Vs. Traditional

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4-3 How Non-Retirement Investments are Taxed

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4-4 Retiree Tax Strategies

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4-5 taxes on employee stock plans

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4-6 Common Tax Myths

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5-Estate Planning

5-1 The Estate Plan Everyone Should Have
5-2 Wills & Trusts
5-3 Naming Beneficiaries
5-4 Estate Taxes
5-5 Advanced Trust Strategies
5-6 Preventing a Family Disaster

5-1 The Estate plan everyone should have

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5-2 Wills & Trusts

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5-3 Naming Beneficiaries

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5-4 Estate Taxes

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5-5 Advanced trust Planning Strategies

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5-6 Preventing A Family Disaster

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6-Business Owners

6-1 Business Structures
6-2 Small Business Retirement Plans
6-3 Invest In Your Business and In Your Retirement
6-4 Exiting Your Business
6-5 Have the Right Network

6-1 Business Structures

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6-2 Small business Retirement plans

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6-3 Invest in your business and in your retirement

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6-4 Exiting your business

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6-5 Have The Right Network

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7-CHARITABLE GIVING

7-1 Donating Cash vs. Stocks
7-2 Timing your Donations
7-3 Qualified Charitable Distributions (QCDs)
7-4 Donor Advised Funds
7-5 Business Exit Charitable Strategies

7-1 Donating Cash Vs. Stocks

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7-2 Timing Your DOnations

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7-3 Qualified Charitable Distributions

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7-4 Donot Advised Funds

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7-5 business exit charitable strategies

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8-insurance

8-1 (Health) Pre 65
8-2 (Health) Post 65
8-3 (Life) Term vs. Permanent
8-4 (Life) When to Get It, When to Drop It
8-5 Long Term Care & Disability
8-6 P&C Insurance (Umbrella)

8-1 Health pre 65

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8-2 Health Post 65

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8-3 (LIFE) Term Vs. Permanent

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8-4 When to get it, when to drop it

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8-5 Long Term Care & Disability

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8-6 P&C Insurance (Umbrella)

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