The Financial Call podcast

The Financial Call

·

  Zacc Call  

The Financial Call is Capita's Podcast for teaching financial wellness.

The Financial Call is Capita's Podcast for teaching financial wellness.

 

#100

Guided Path 8-6 Property & Casualty Insurance

Are you a homeowner or looking to become one? Here’s where you can learn about all the ins... more

04 Mar 2024

56 MINS

56:03

04 Mar 2024


#99

BONUS - Questions From the Internet: Roth vs Traditional

In this special bonus episode Zacc Call joins Erik Soderborg on the 90 Days from Retiremen... more

26 Feb 2024

32 MINS

32:47

26 Feb 2024


#98

Guided Path 8-5 Basics of Long-term Care & Disability Insurance

Long-term care insurance is becoming an increasingly fundamental addition to the financial... more

19 Feb 2024

45 MINS

45:17

19 Feb 2024


#97

BONUS: Protect Yourself from Running Out of Money in Retirement

Get ready for another special bonus episode where Zacc Call joins Erik Soderborg on the "9... more

12 Feb 2024

1 HR 27 MINS

1:27:30

12 Feb 2024


#96

Guided Path 8-4 Life Insurance: When To Get It, When To Drop It

There’s no magical date marked on the calendar telling you when to get life insurance.  So... more

05 Feb 2024

30 MINS

30:13

05 Feb 2024


#95

BONUS: When to Take Social Security to Maximize Your Benefits

Explore an exclusive bonus episode featuring Zacc Call and Erik Soderborg from 90 Days fro... more

29 Jan 2024

1 HR 19 MINS

1:19:12

29 Jan 2024


#94

Guided Path 8-3 Life Insurance

Does it feel like you’re constantly being pitched life insurance? There’s a reason for tha... more

22 Jan 2024

35 MINS

35:34

22 Jan 2024


#93

Guided Path 8-2 Navigating the Alphabet Soup of Medicare

Navigating the intricacies of Medicare can feel like wading through an alphabet soup of co... more

08 Jan 2024

18 MINS

18:43

08 Jan 2024


#92

Guided Path 8-1 Pre-65 Health Care Options for Early Retirees

Retiring early is a dream for many.   However, people often hesitate due to a fear of high... more

25 Dec 2023

21 MINS

21:17

25 Dec 2023


#91

Guided Path 7-5 Charitable Giving Meets Exit Planning

If you plan to exit your business soon and are charitably inclined, you may have untapped ... more

11 Dec 2023

37 MINS

37:00

11 Dec 2023


#90

Guided Path 7-4 Donor-Advised Funds

Let’s discover how to maximize your impact on your favorite charities while enjoying tax b... more

27 Nov 2023

30 MINS

30:36

27 Nov 2023


#89

Guided Path 7-3 Qualified Charitable Distributions

Let’s continue to learn how to reduce your taxes while increasing your giving potential!  ... more

13 Nov 2023

25 MINS

25:48

13 Nov 2023


#88

Guided Path 7-2 Timing Your Charitable Giving

In this episode, Zacc Call and Laura Hadley discuss the tax benefits of charitable giving,... more

30 Oct 2023

26 MINS

26:42

30 Oct 2023


#87

BONUS: Roth vs. Traditional Accounts: Navigating the Financial Landscape with Zacc Call and Erik Sod...

In this engaging episode, financial experts Zacc Call and Erik Soderborg come together on ... more

18 Oct 2023

1 HR 03 MINS

1:03:02

18 Oct 2023


#86

Guided Path 7-1 Charitable Giving: Donating Cash vs. Stocks

It’s a brand new season with brand new topics! It’s time to unravel the intricacies of cha... more

16 Oct 2023

25 MINS

25:12

16 Oct 2023


#85

Guided Path 6-5 Top 5 Categories Business Owners Need To Solve

Creating clear processes and systems can skyrocket the valuation of your business.    In t... more

02 Oct 2023

34 MINS

34:05

02 Oct 2023


#84

Guided Path 6-4 Exiting Your Business From A Legal Standpoint

In today’s episode, Zacc Call and Laura Hadley talk about exiting your business from a leg... more

18 Sep 2023

39 MINS

39:45

18 Sep 2023


#83

Guided Path 6-3 Invest In Your Business & In Your Retirement

Knowing how to effectively scale your business can greatly impact your retirement plans. J... more

05 Sep 2023

26 MINS

26:01

05 Sep 2023


#82

Guided Path 6-2: Choosing the Best Retirement Plan for Your Small Business

Are you feeling overwhelmed by the complexity of small business retirement plans?   In thi... more

21 Aug 2023

38 MINS

38:07

21 Aug 2023


#81

Guided Path 6-1 Understanding the Tax Implications of Different Business Structures

What type of business structure should you use to limit your taxes and liability?    In th... more

07 Aug 2023

30 MINS

30:13

07 Aug 2023