The Financial Call

Mar 04 2024 100 ep. 35 mins 64
The Financial Call Podcast artwork

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

  Education  Business
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Guided Path 8-6 Property & Casualty Insurance

Mar 04 2024 56 mins  
Are you a homeowner or looking to become one? Here’s where you can learn about all the insurance you may need! Listen in as Zacc and Laura are joined by insurance professional Spencer Shelton to delve into property and casualty insurance. They discuss various personal and commercial insurance types, including auto, home, and umbrella policies. Spencer explains the nuances of

BONUS - Questions From the Internet: Roth vs Traditional

Feb 26 2024 32 mins  
In this special bonus episode Zacc Call joins Erik Soderborg on the 90 Days from Retirement Youtube channel to delve into the most pressing questions from the internet following their recent episode on Roth vs. Traditional. This engaging discussion offers valuable insights and answers to commonly asked questions, providing listeners with a comprehensive understanding of the complex

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

Feb 19 2024 45 mins  
Long-term care insurance is becoming an increasingly fundamental addition to the financial planning process. That’s why Zacc Call and Laura Hadley, along with insurance professional Barney Tanner, are diving into the intricacies of long-term care and disability insurance. They discuss the likelihood of needing long-term care, the various payment options including insurance, an

BONUS: Protect Yourself from Running Out of Money in Retirement

Feb 12 2024 87 mins  
Get ready for another special bonus episode where Zacc Call joins Erik Soderborg on the "90 Days from Retirement" YouTube channel! They dive deep into the critical art of securing your retirement funds, covering everything from external risks to the internal decisions that could make or break your financial future. The conversation dives deep into the intricacies of risk tolerance

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

Feb 05 2024 30 mins  
There’s no magical date marked on the calendar telling you when to get life insurance. So, when should you get it, and is there a time you should get rid of it? In this episode, Zacc Call and Laura Hadley discuss both when to get and when to drop life insurance. Zacc shares his journey with life insurance, starting from when he married at 22, highlighting its importance for end-

BONUS: When to Take Social Security to Maximize Your Benefits

Jan 29 2024 79 mins  
Explore an exclusive bonus episode featuring Zacc Call and Erik Soderborg from 90 Days from Retirement, where they unravel the intricacies of optimizing your Social Security benefits. Delve into valuable insights on maximizing your financial future. Catch the full interview on Erik's YouTube channel for a comprehensive guide to securing your retirement. Full video: https://www.yout

Guided Path 8-3 Life Insurance

Jan 22 2024 35 mins  
Does it feel like you’re constantly being pitched life insurance? There’s a reason for that and we’re going to tell you why. In this episode, Zacc Call and Laura Hadley explore the intricacies of life insurance. Zacc shares his journey with thyroid cancer and underscores the value of life insurance in providing financial security during unforeseen health issues. They discuss

Guided Path 8-2 Navigating the Alphabet Soup of Medicare

Jan 08 2024 18 mins  
Navigating the intricacies of Medicare can feel like wading through an alphabet soup of confusion and misinformation. 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 and Laura discuss: Wh

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

Dec 25 2023 21 mins  
Retiring early is a dream for many. However, people often hesitate due to a fear of high healthcare costs, given that Medicare doesn’t come into play until the age of 65. We address this concern today — in the first episode of our brand-new season about insurance! Zacc Call and Laura Hadley explore three options for pre-65 health care coverage: COBRA plans, retiree plans of

Guided Path 7-5 Charitable Giving Meets Exit Planning

Dec 11 2023 37 mins  
If you plan to exit your business soon and are charitably inclined, you may have untapped tax-saving opportunities! In this episode, Zacc Call and Laura Hadley discuss tax-efficient charitable giving strategies for business owners planning to exit their businesses. They specifically share ways to leverage donor-advised funds (DAF) and charitable remainder trusts to reduce capital