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FINANCIAL NETWORK

A CAPITA 
NETWORK 
PROGRAM

Laura & Zacc are advisors at Capita Financial Network and their experience is shared in this educational podcast. Listen to industry experts on how to manage health care, taxes, estate planning, and investments. New podcasts released every other week so stay tuned!

Explore The Financial Call

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

Estate Planning for the Simpsons with Greg Lyle – Talk With The Expert

Podcast
Greg discusses his easy method for getting through the basics of estate planning.
by 
Zacc Call
Estate Planning

ABCs of Mutual Funds

Podcast
Many people avoid mutual funds because they think they are risky, but that isn’t always true.
by 
Zacc Call
Investing

Saving Relationships Through Estate Planning with Lee McCullough

Podcast
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.
by 
Zacc Call
Estate Planning

How Do I Actually Get Money Out of My Portfolio? – Retiree Questions

Podcast
We discuss in depth what goes on behind the scenes of withdrawals, taxation, and related investment considerations.
by 
Zacc Call
Retirement Income

Take Social Security Or Withdraw From 401(k)? – Retiree Questions

Podcast
 Listen to fully understand how there is so much more to Social Security decisions than a simple break-even of total benefits received.
by 
Zacc Call
Retirement Income

Fixing A Social Security Mistake – Real Retirees

Podcast
In “Real Retirees” episodes, Zacc talks through real situations and choices retirees must make.
by 
Zacc Call
Social Security

Advisor Vs. Index?…Wrong Question.

Podcast
Pinning up a financial planner against an index fund is a false dilemma, learn why!
by 
Zacc Call
Investing

Diversification – A Good Thing Gone Bad

Podcast
Listen/watch this new episode to see what’s considered the ‘no man’s land’ when it comes to investing and your portfolio.
by 
Zacc Call
Investing

Not-So-Rookie Investment Mistakes

Podcast
Zacc Call and Capita Advisor Matt Johns sit down and discuss the rookie mistakes, or not so rookie mistakes, made when investing.
by 
Zacc Call
Investing

Thriving in Turbulent Times with Terri Flint

Podcast
In a time of social distancing and economic disruption, Terri will discuss the science of resilience and the effects of social isolation.
by 
Zacc Call
Money & Mind

A Bear of a Transition

Podcast
Retirement can be a tough transition for anyone, even the Jazz Bear.
by 
Zacc Call
Money & Mind

BONUS: Falling Market Update, Should You Worry?

Podcast
Zacc Call & Kurt Brown (Townsquare Capital CEO, President, Chief Investment Officer) help make sense of recent market movements.
by 
Zacc Call
Current Events

The Dummies Are Back and Wanted a Roth

Podcast
The dummies, Ansley and Laura, are back. They wanted to learn how to open a Roth IRA account on their own
by 
Zacc Call
Beginners

The Fake Paycheck

Podcast
This episode discusses what type of investments you need and uncovers your tool to maintain your retirement savings goal.
by 
Zacc Call
Saving Strategies

My Cancer, Your Retirement

Podcast
Zacc opens up about his personal story dealing with cancer and how that has affected the way he saves for retirement.
by 
Zacc Call
Saving Strategies

Why Resolutions Don’t Work

Podcast
Terri Flint, the doctor of well-being, teaches us why our new year’s resolutions aren’t working for us.
by 
Money & Mind

Financial Fears Getting in the Way of Your Happiness?

Podcast
Zacc tells the story of Brad & Katie and how their financial goals may be getting in the way of their overall happiness.
by 
Zacc Call
Money & Mind

They Were Afraid to Retire

Podcast
Uncover the reason why this couple is still nervous to make the jump into retirement, despite their good financial position.
by 
Zacc Call
Retirement Income

Get Divorced for $640,000

Podcast
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?
by 
Zacc Call
Social Security

Sleeping with the mailman? Messed-up Social Security Penalties: WEP/GPO

Podcast
Three Capita Social Security planners unravel the complicated knot of government social security penalties.
by 
Zacc Call
Social Security

A Tough Social Security Decision

Podcast
Jeff & Brenda are faced with a life-changing Social Security decision.
by 
Zacc Call
Social Security

Economics Defined by a 12 Year Old

Podcast
What do kids think is the typical average income? How much should kids be earning for jobs at this age?
by 
Zacc Call
Beginners

Not So Preferred, Preferred Stocks

Podcast
This episode discusses how preferred stocks really work, and suggests other investment options that are actually preferred by the professionals.
by 
Zacc Call
Investing

Bundle and Save, Even with Medicare

Podcast
Brent Hess and Katrina Bourne outline the differences between an Advantage Plan and Supplemental Plans within Medicare.
by 
Zacc Call
Health Insurance

Unicorn IPOs & Getting Rich While Losing Billions

Podcast
We cover the difficulty of determining the worth of “network effect” businesses.
by 
Zacc Call
Investing

Lacey, Robert, and Henry Skip Taxes By Transferring Stock From Their 401(k) Through NUA

Podcast
There may be a way of avoiding massive income taxes through Net Unrealized Appreciation (NUA).
by 
Zacc Call
Tax Strategies

Raising A Money Monster

Podcast
Important tips for helping your kids be smarter in money decisions.
by 
Zacc Call
Money & Mind

Tricks To Early Retirement

Podcast
There are legal ways of getting money out of your retirement accounts without paying the 10% early withdrawal penalty!
by 
Zacc Call
Retirement Income

What Your Financial Professional Does Not Want You to Know

Podcast
You can’t figure out why you either never hear from your financial professional or you can’t get them to leave you alone.
by 
Zacc Call
Investing

Pension Deal Or No Deal with Bart Wagstaff

Podcast
Pension Deal or No Deal: No, there will not be 26 lovely ladies holding numbered briefcases with different amounts.
by 
Zacc Call
Retirement Income

Finances for Dummies…I Mean Millennials

Podcast
Discussion with two early-twenty-year-old working students about all the basic money decisions that happen in the beginning of adulthood.
by 
Zacc Call
Beginners

Quality Stock Picking with Nate Rhees

Podcast
How do you take the entire stock market with thousands of stocks and narrow it to 30?
by 
Zacc Call
Investing

Bond Basics with Monica Sonnier

Podcast
Bonds can be simply described as a loan to an institution of some type.
by 
Zacc Call
Beginners

The Getaway Guru with Larry Gelwix

Podcast
Today’s episode is all about having fun. For many, travel is the reward for proper financial planning.
by 
Zacc Call
Money & Mind

Portfolio Audit with Kurt Brown

Podcast
Through an extensive portfolio audit, Townsquare exposes the 5 cardinal sins of portfolio management.
by 
Zacc Call
Investing

Giving Smarter – Complex Asset Donations

Podcast
Teaching you about the benefits of using a Complex Asset Donation Fund, in a very non-complex way!
by 
Zacc Call
Charitable Giving Strategies

Giving Smarter – Donor Advised Funds

Podcast
The most common mistake in donating, is assuming that you will automatically get the best tax benefit.
by 
Zacc Call
Charitable Giving Strategies

Medicare Blunders & Plans F & G

Podcast
If Medicare makes you nervous, listen up, we know we can help you rest as ease.
by 
Zacc Call
Health Insurance

Planning for Functional Decline with Dr. John Lassere

Podcast
It isn’t always about curing the patient but helping them live a safe, happy, and honest life.
by 
Zacc Call
Money & Mind

Invest Like an Institution – Model Delivery with Kurt Brown

Podcast
The layers between you and your end investment create inefficiencies that eat away at your possibilities for growth.
by 
Zacc Call
Investing

Recover Your Charitable Deduction – QCDs with Hal Rosen, CPA

Podcast
In an interview with Hal Rosen, CPA, we cover Qualified Charitable Distributions (QCDs) as a method for recovering the tax benefit for charitable donations.
by 
Zacc Call
Charitable Giving Strategies

To Roth or not to Roth

Podcast
The math myth of Roth's, don't be afraid of taxes, be aware of taxes.
by 
Zacc Call
Tax Strategies

5 Retirement Income Risks – Healthcare, Post-Medicare

Podcast
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.
by 
Zacc Call
Health Insurance
Pinned Posts
BONUS: Silicon Valley Bank Collapse Explained
Capita 2022 Q4 Recap & Quarterly Market Insight
Introduction to the Guided Path
Featured Posts
Guided Path 4-3 How Non-Retirement Investments are Taxed
BONUS: Silicon Valley Bank Collapse Explained
Capita 2022 Q4 Recap & Quarterly Market Insight
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
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© 2021 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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© 2021  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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