The Financial Call
By Zacc Call
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Category: Self-Improvement
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Subscribers: 3
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Episodes: 100
Description
The Financial Call is Capita's Podcast for teaching financial wellness.
| Episode | Date |
|---|---|
|
Guided Path 8-6 Property & Casualty Insurance
|
Mar 04, 2024 |
|
BONUS - Questions From the Internet: Roth vs Traditional
|
Feb 26, 2024 |
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Guided Path 8-5 Basics of Long-term Care & Disability Insurance
|
Feb 19, 2024 |
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BONUS: Protect Yourself from Running Out of Money in Retirement
|
Feb 12, 2024 |
|
Guided Path 8-4 Life Insurance: When To Get It, When To Drop It
|
Feb 05, 2024 |
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BONUS: When to Take Social Security to Maximize Your Benefits
|
Jan 29, 2024 |
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Guided Path 8-3 Life Insurance
|
Jan 22, 2024 |
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Guided Path 8-2 Navigating the Alphabet Soup of Medicare
|
Jan 08, 2024 |
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Guided Path 8-1 Pre-65 Health Care Options for Early Retirees
|
Dec 25, 2023 |
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Guided Path 7-5 Charitable Giving Meets Exit Planning
|
Dec 11, 2023 |
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Guided Path 7-4 Donor-Advised Funds
|
Nov 27, 2023 |
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Guided Path 7-3 Qualified Charitable Distributions
|
Nov 13, 2023 |
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Guided Path 7-2 Timing Your Charitable Giving
|
Oct 30, 2023 |
|
BONUS: Roth vs. Traditional Accounts: Navigating the Financial Landscape with Zacc Call and Erik Soderborg
|
Oct 18, 2023 |
|
Guided Path 7-1 Charitable Giving: Donating Cash vs. Stocks
|
Oct 16, 2023 |
|
Guided Path 6-5 Top 5 Categories Business Owners Need To Solve
|
Oct 02, 2023 |
|
Guided Path 6-4 Exiting Your Business From A Legal Standpoint
|
Sep 18, 2023 |
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Guided Path 6-3 Invest In Your Business & In Your Retirement
|
Sep 05, 2023 |
|
Guided Path 6-2: Choosing the Best Retirement Plan for Your Small Business
|
Aug 21, 2023 |
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Guided Path 6-1 Understanding the Tax Implications of Different Business Structures
|
Aug 07, 2023 |
|
Guided Path 5-6 Preventing a Family Disaster
|
Jul 24, 2023 |
|
Guided Path 5-5 Advanced Trust Planning Strategies
|
Jul 10, 2023 |
|
Guided Path 5-4 Estate Taxes
|
Jun 26, 2023 |
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Guided Path 5-3 Naming Beneficiaries
|
Jun 12, 2023 |
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Guided Path 5-2 Trusts and Wills
|
May 29, 2023 |
|
Guided Path 5-1 The Estate Plan Everyone Should Have with Jayson McGinnis
|
May 15, 2023 |
|
BONUS: The Debt Ceiling
|
May 04, 2023 |
|
Guided Path 4-6 Common Tax Myths
|
May 01, 2023 |
|
Guided Path 4-5 All You Need To Know About Stock Plans
|
Apr 17, 2023 |
|
Guided Path 4-4 Retiree Tax Strategies: Helping You Save Money On Taxes
|
Apr 03, 2023 |
|
Guided Path 4-3 How Non-Retirement Investments Are Taxed
|
Mar 20, 2023 |
|
BONUS: Silicon Valley Bank Collapse Explained
|
Mar 14, 2023 |
|
Guided Path 4-2 Roth vs Traditional
|
Mar 06, 2023 |
|
Guided Path 4-1 How The Government Calculates Your Taxes
|
Feb 20, 2023 |
|
Guided Path 3-7 How To Start Building Your Investment Portfolio With Rich Gurr, CFP®
|
Feb 06, 2023 |
|
Guided Path 3-6 Navigating the World of Alternative Investments with Tyson Long, CFP®, CPWA®
|
Jan 23, 2023 |
|
Guided Path 3-5 Real Estate with Tyson Long, CFP®, CPWA®
|
Jan 09, 2023 |
|
Guided Path 3-4 Understanding The Complexity of Funds With Tim Gottfredson, CFP®
|
Dec 26, 2022 |
|
Guided Path 3-3 Your Guide To Understanding Bonds
|
Dec 12, 2022 |
|
Guided Path 3-2 Stocks With Matt Johns, CFP®
|
Nov 28, 2022 |
|
Guided Path 3-1 Investing Basics
|
Nov 14, 2022 |
|
Guided Path 2-6 When You Should File? With Bart Wagstaff, CFP®
|
Oct 31, 2022 |
|
Guided Path 2-5 The Different Penalties You May Have On Your Social Security Benefit
|
Oct 17, 2022 |
|
BONUS: Recap of Capita's Fall 2022 Educational Bootcamp
|
Oct 13, 2022 |
|
Guided Path 2-4 Divorce, Remarriage and Death with Jayson McGinnis
|
Oct 03, 2022 |
|
Guided Path 2-3 Spousal Strategies with Michael Littledike
|
Sep 19, 2022 |
|
Guided Path 2-2 How is Your Social Security Benefit Calculated?
|
Sep 05, 2022 |
|
Guided Path 2-1 Social Security Basics Refresher with Tyler Williamson
|
Aug 22, 2022 |
|
Guided Path 1-6 Income Planning for Investors Ages 40 to 60
|
Aug 08, 2022 |
|
Guided Path 1-5 Income Planning for Investors Ages 25 to 40
|
Jul 25, 2022 |
|
Guided Path 1-4 Retirement Income Risks with Tyson Long, CFP, CPWA
|
Jul 11, 2022 |
|
Guided Path 1-3 Making Pension Decisions with Bart Wagstaff, CFP
|
Jun 29, 2022 |
|
Guided Path 1-2 Social Security Basics
|
Jun 14, 2022 |
|
Guided Path 1-1 How to Organize Your Retirement Income
|
Jun 14, 2022 |
|
Getting To Know Your Co-host, Laura Hadley
|
Jun 13, 2022 |
|
Get To Know Your Host, Zacc Call, CFP®
|
Jun 13, 2022 |
|
Helping You Understand the Guided Path
|
Jun 13, 2022 |
|
Crypto Basics & Pros/Cons of Crypto ETFs
|
Nov 19, 2021 |
|
2021 Q1 Quarterly Market Recap & Insights
|
Apr 20, 2021 |
|
Tax Surprises When Selling A Home
|
Apr 02, 2021 |
|
Gamestop Short Squeeze Explained to a 10 Year Old
|
Jan 30, 2021 |
|
2021 Social Security Changes & Strategies
|
Jan 04, 2021 |
|
Placing Your First Stock Trade
|
Dec 17, 2020 |
|
DAFs – The Packing Cubes of Charitable Giving
|
Dec 03, 2020 |
|
The 4 Financial Fires with Educator Emily Tate
|
Nov 17, 2020 |
|
Positioning Portfolios for the 2020 Election with Kurt Brown
|
Nov 03, 2020 |
|
Solving Life Problems with Life Insurance - Talk With The Expert Eric Stuart
|
Oct 13, 2020 |
|
The Cost of Dying - Talk With The Expert Matt Russon
|
Sep 29, 2020 |
|
Jay & Barbara, Paralyzed Between Taxes Today and Taxes Tomorrow - Real Retirees
|
Sep 15, 2020 |
|
BONUS: College Savings Simplified - Paul & Jean's Special Request
|
Sep 08, 2020 |
|
How Will My Social Security Income Be Taxed? - Retiree Question
|
Sep 01, 2020 |
|
Estate Planning for the Simpsons with Greg Lyle - Talk With The Expert
|
Aug 18, 2020 |
|
ABCs of Mutual Funds
|
Aug 04, 2020 |
|
Saving Relationships Through Estate Planning with Lee McCullough
|
Jul 21, 2020 |
|
How Do I Actually Get Money Out of My Portfolio? - Retiree Questions
|
Jul 07, 2020 |
|
Take Social Security Or Withdraw From 401(k)? - Retiree Questions
|
Jun 23, 2020 |
|
Fixing A Social Security Mistake - Real Retirees
|
Jun 09, 2020 |
|
Advisor Vs. Index?...Wrong Question
|
May 26, 2020 |
|
Diversification - A Good Thing Gone Bad
|
May 12, 2020 |
|
Not-So-Rookie Investment Mistakes
|
Apr 28, 2020 |
|
Thriving in Turbulent Times with Terri Flint
|
Apr 07, 2020 |
|
A Bear of a Transition
|
Mar 31, 2020 |
|
BONUS: Falling Market Update, Should You Worry?
|
Mar 12, 2020 |
|
The Dummies Are Back and Wanted a Roth
|
Mar 03, 2020 |
|
The Fake Paycheck
|
Feb 18, 2020 |
|
My Cancer, Your Retirement
|
Feb 04, 2020 |
|
Why Resolutions Don’t Work
|
Jan 14, 2020 |
|
Financial Fears Getting in the Way of Your Happiness?
|
Jan 03, 2020 |
|
They Were Afraid to Retire
|
Dec 17, 2019 |
|
Get Divorced for $640,000
|
Dec 03, 2019 |
|
Sleeping with the mailman? Messed-up Social Security Penalties: WEP/GPO
|
Nov 19, 2019 |
|
A Tough Social Security Decision
|
Nov 05, 2019 |
|
Economics Defined by a 12 Year Old
|
Oct 22, 2019 |
|
Not So Preferred, Preferred Stocks
|
Oct 15, 2019 |
|
Bundle and Save, Even with Medicare
|
Oct 08, 2019 |
|
Unicorn IPOs & Getting Rich While Losing Billions
|
Oct 01, 2019 |
|
Lacey, Robert, and Henry Skip Taxes By Transferring Stock From Their 401(k) Through NUA
|
Sep 17, 2019 |
|
Raising A Money Monster
|
Sep 10, 2019 |
|
Tricks To Early Retirement
|
Sep 03, 2019 |
|
What Your Financial Professional Does Not Want You to Know
|
Aug 27, 2019 |