Dec 17, 2020

Investing is more accessible now than ever before. Now that you can trade at a ZERO-dollar commission, the biggest hurdle is understanding the lingo on the website to place an order. In this episode, Zacc walks you through the basics of stock & fund trading. Zacc places a trade in his daughter’s custodial account. The...

Dec 3, 2020

Episode 50!  I gave my co-workers packing cubes to celebrate my birthday.  I am giving you the packing cubes of charitable giving today to celebrate episode 50.  Donor Advised Funds are one of the most underutilized planning tools available to charitable givers.  In this episode, Zacc breaks down Donor Advised Funds and...

Nov 17, 2020

Emily Tate is a teacher who took on the project of improving financial wellness for her fellow teachers. We have an open discussion about the challenges teachers face such as low income and the lack of good financial planning help. We cover the first baby steps beginners should take as they begin financial...

Nov 3, 2020

Let's discuss the number one client question. "How will the elections affect my investments and my retirement?" Join Zacc Call and Kurt Brown as they dive into the details. During this episode Kurt & Zacc explain why we haven't seen much inflation in spite of unprecedented government spending. Listen hear how Biden's...

Oct 13, 2020

Join me as I chat with Eric Stuart who is the VP of Life Distribution at Allegis Advisor Group. We are talking all things life insurance and digging into the details of the different types. Life insurance helps people when help is needed the most and many of us need life insurance. Listen to learn which type of...