Jun 23, 2020

In "Retiree Questions" episodes, Zacc answers the common retiree questions we receive while doing financial planning at Capita Financial Network. When retirees ask whether they should withdraw from their 401(k) or take Social Security, they will get a mountain of uninformed and sometimes terrible financial advice....

Jun 9, 2020

In "Real Retirees" episodes, Zacc talks through real situations and choices retirees must make. Jamison filed for Social Security benefits on his 67th birthday, however, this is likely a mistake. Listen to understand the error and to learn how to fix it.