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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, 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.
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 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.
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.
Join Capita advisors Zacc Call and Tyson Williamson for our quarterly market update with Tim Holland from Orion.
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.
To help you feel less overwhelmed, Zacc Call and Laura Hadley break down the different parts of Medicare and explain key points to keep in mind before enrolling — so you can make an informed decision based on your healthcare needs.
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 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.
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 highlight practical solutions to prevent family issues caused by wealth, including open communication, fair estate planning, financial education, and maintaining strong family values.
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.
Learn about ways to protect family relationships that can go sour if not thought about enough. In addition to that, how we can minimize taxes as a secondary goal.
Chris Miller discusses how to bridge the gap until you can sign up for Medicare at age 65.
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Medicare Basics with expert, Matt Gibson. Don't get lost in the alphabet soup of Part A, B, C, D, E, F, G or advantage plans.
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The math myth of Roth's, don't be afraid of taxes, be aware of taxes.
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In an interview with Hal Rosen, CPA, we cover Qualified Charitable Distributions (QCDs) as a method for recovering the tax benefit for charitable donations.
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The layers between you and your end investment create inefficiencies that eat away at your possibilities for growth.
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It isn’t always about curing the patient but helping them live a safe, happy, and honest life.
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If Medicare makes you nervous, listen up, we know we can help you rest as ease.
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The most common mistake in donating, is assuming that you will automatically get the best tax benefit.
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Teaching you about the benefits of using a Complex Asset Donation Fund, in a very non-complex way!
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Through an extensive portfolio audit, Townsquare exposes the 5 cardinal sins of portfolio management.
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Today’s episode is all about having fun. For many, travel is the reward for proper financial planning.
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Bonds can be simply described as a loan to an institution of some type.
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How do you take the entire stock market with thousands of stocks and narrow it to 30?
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Discussion with two early-twenty-year-old working students about all the basic money decisions that happen in the beginning of adulthood.
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Pension Deal or No Deal: No, there will not be 26 lovely ladies holding numbered briefcases with different amounts.
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You can’t figure out why you either never hear from your financial professional or you can’t get them to leave you alone.
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There are legal ways of getting money out of your retirement accounts without paying the 10% early withdrawal penalty!
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Important tips for helping your kids be smarter in money decisions.
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There may be a way of avoiding massive income taxes through Net Unrealized Appreciation (NUA).
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We cover the difficulty of determining the worth of “network effect” businesses.
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Brent Hess and Katrina Bourne outline the differences between an Advantage Plan and Supplemental Plans within Medicare.
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This episode discusses how preferred stocks really work, and suggests other investment options that are actually preferred by the professionals.
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What do kids think is the typical average income? How much should kids be earning for jobs at this age?
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Jeff & Brenda are faced with a life-changing Social Security decision.
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Three Capita Social Security planners unravel the complicated knot of government social security penalties.
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There are lots of reasons why people get divorced, but have you ever heard of someone getting divorced to get a better social security benefit?
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Uncover the reason why this couple is still nervous to make the jump into retirement, despite their good financial position.
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Zacc tells the story of Brad & Katie and how their financial goals may be getting in the way of their overall happiness.
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Terri Flint, the doctor of well-being, teaches us why our new year’s resolutions aren’t working for us.
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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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This episode discusses what type of investments you need and uncovers your tool to maintain your retirement savings goal.
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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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