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Capita Financial Network's Summer Bootcamp featured expert insights on investor behavior and market strategy from Dr. Daniel Crosby and Zacc Call.
Join us for our quarterly market insights webinar! Tyson Williamson (Capita), Tim Holland (Orion OCIO), and Ryan Dressel (Orion OCIO) discuss what we like, what we worry about, and how to look ahead to the rest of 2025.
Join Capita advisors Zacc Call and Tyson Williamson for our quarterly market update with Tim Holland from Orion.
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.
In our latest bootcamp, Capita’s Laura Hadley and Alison Frasca joined Orion’s Tim Holland to explore empowering financial topics for women, including managing cash flow and navigating current market trends.
Join Capita advisors Zacc Call and Tyson Williamson for our quarterly market update with Tim Holland from Orion.
Join Capita advisor Zacc Call and Tyson Williamson for our quarterly market update.
Join Capita advisors Zacc Call and Tyson Williamson for our quarterly market update with Tim Holland from Orion.
Watch Capita's Spring 2024 Financial Bootcamp featuring expert insights on Medicare, market forecasts, and strategies for optimizing Social Security taxes.
Join Capita advisors Zacc Call and Tyson Williamson for our quarterly market update with Tim Holland from Orion.
Listen in as Zacc and Laura are joined by insurance professional Spencer Shelton to delve into property and casualty insurance.
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.
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Zacc Call and Laura Hadley, along with insurance professional Barney Tanner, are diving into the intricacies of long-term care and disability insurance.
Zacc joins Eric Soderborg to discuss how you can keep your retirement money safe.
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In this episode, Zacc Call and Laura Hadley discuss both when to get and when to drop life insurance.
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.
In this episode, Zacc Call and Laura Hadley explore the intricacies of life insurance.
Zacc Call and Laura Hadley simplify Medicare by breaking down its parts and sharing key tips to help you make informed enrollment decisions.
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.
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In this episode, Zacc Call and Laura Hadley discuss tax-efficient charitable giving strategies for business owners planning to exit their businesses.
In this episode, Zacc Call and Laura Hadley discuss DAFs, their benefits, growth, and associated sponsors and fees.
In this episode, Zacc Call and Laura Hadley discuss the benefits of Qualified Charitable Distributions (QCDs) for individuals aged 70.5 or older.
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.
Zacc Call joins Erik Soderborg for an engaging conversation navigating Roth vs. Traditional Accounts.
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.
This episode talks about having a plan and the right mentality when owning or selling a business, you don't want to miss it!
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.
In this episode, Zacc Call and Laura Hadley explore how business owners can invest in both their business and retirement, highlighting the difference between creators and solo practitioners.
This episode is created just for business owners looking to decide what are the best retirement plans for their employees.
Listen to this episode to help guide you with choosing the best structure for you business.
In this episode, Zacc Call and Laura Hadley share practical ways to prevent family conflict over wealth through communication, fair estate planning, and financial education.
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.
Listen to this episode for a deep dive into Estate Taxes and how this can affect you.
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Tune in for a deep dive into naming your beneficiaries.
Listen to this episode for common myths about wills & trusts.
Listen in to this episode for an overview of estate planning before we dive deep into this new season.
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.
Listen in to hear the most common tax myths and how you can educate yourself to not fall for these common myths.
Learn about the intricacies of employee stock options plans and how you can apply this knowledge to your own benefits.
Join Capita advisors Zacc Call and Laura Hadley for our quarterly market update.
Listen in for tax saving strategies whether you're a retiree or not, these tips can help you!
Listen in to learn more about your investments and how they can be taxed.
Listen to hear a breakdown on what's going on with the Silicon Valley Bank collapse.
Listen in to learn about Roth and Traditional investment accounts and which is best for you.
Learn the foundations of taxes and how you can take steps to save on your taxes.
Listen to learn how to build your portfolio and avoid common beginner mistakes for investors.
Listen in to learn about the world of alternative investment options to help diversify your investment portfolio.
Join Capita advisor Zacc Call for our quarterly market update with Kurt Brown from Townsquare Capital.
Learn about real estate investing with Zacc Call, Laura Hadley and Tyson Long.
Join us as we discuss all you need to know about investing in funds.
Your guide to everything you need to know about investing with bonds.
Learn the basics of stocks and how they can be added to your financial portfolio.
Learn the basics of investing and getting started with your portfolio.
Learn how you can file for Social Security at the time that's right for you!
Learn what Social Security Penalties may affect you in the future.
Listen to the highlights of Capita's Fall 2022 Financial Education Bootcamp.
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.
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.
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Listen to Zacc, Laura and Mike talk Spousal Strategies when it comes to your Social Security benefits.
Learn the in's and out's of your benefit when it comes to Social Security.
Learn the common mistakes when filing for Social Security and how you can avoid them.
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For those nearing retirement or planning ahead, this episode will help you plan for retirement when it comes to your investments.
Join Capita advisors Zacc Call and Matt Johns for our quarterly market update with Kurt Brown from Townsquare Capital.
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.
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.
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Dive into how you can best navigate your pension in this episode.
Get to understand the basics of social security before we dive in deep into this topic next season.
Learn about income planning and how to use it to prepare for retirement.
Find out what The Guided Path is and what to look forward to on your financial journey.
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.
Don't get stuck with an unexpected surprise around tax time.
Everyone wants to figure out what is going on with Gamestop!
Tyler Williamson discusses Social Security changes to expect in 2021.
Investing is more accessible now than ever before. The biggest hurdle is understanding the lingo on the website to place an order.
I am giving you the packing cubes of charitable giving today to celebrate episode 50.
We have an open discussion about the challenges teachers face such as low income and the lack of good financial planning help.
How will the elections affect my investments and my retirement?
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We are talking all things life insurance and digging into the details of the different types.
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We discuss some of the big surprises that family members run into while planning the funeral of a loved one.
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You can hide from taxes now or reduce taxes later. If you have retirement assets, you can’t do both.
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All about simplifying college savings.
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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?
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Greg discusses his easy method for getting through the basics of estate planning.
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Many people avoid mutual funds because they think they are risky, but that isn’t always true.
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We talk about 5 key instruments of estate planning to help maintain harmony within your family after passing and learn how to avoid major estate planning mistakes.
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We discuss in depth what goes on behind the scenes of withdrawals, taxation, and related investment considerations.
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Listen to fully understand how there is so much more to Social Security decisions than a simple break-even of total benefits received.
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In “Real Retirees” episodes, Zacc talks through real situations and choices retirees must make.
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Pinning up a financial planner against an index fund is a false dilemma, learn why!
Listen/watch this new episode to see what’s considered the ‘no man’s land’ when it comes to investing and your portfolio.
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Zacc Call and Capita Advisor Matt Johns sit down and discuss the rookie mistakes, or not so rookie mistakes, made when investing.
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In a time of social distancing and economic disruption, Terri will discuss the science of resilience and the effects of social isolation.
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Retirement can be a tough transition for anyone, even the Jazz Bear.
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Zacc Call & Kurt Brown (Townsquare Capital CEO, President, Chief Investment Officer) help make sense of recent market movements.
The dummies, Ansley and Laura, are back. They wanted to learn how to open a Roth IRA account on their own.
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This episode discusses what type of investments you need and uncovers your tool to maintain your retirement savings goal.
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Zacc opens up about his personal story dealing with cancer and how that has affected the way he saves for retirement.
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Terri Flint, the doctor of well-being, teaches us why our new year’s resolutions aren’t working for us.
The podcast format is built so that you can consume individual episodes or follow a guided path. The guided path will take you through the episodes in an order that gives you a foundation and then builds upon it.
LEt us explain...
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