Jul 21, 2020
Today we are talking with expert Lee McCullough who is an attorney and partner with McCullough Sparks as well as professor at the J. Reuben Clark Law school located at Brigham Young University. We are chatting about the importance of estate planning to help avoid relationships from crumbling. Join us as we talk about 5...
Jul 7, 2020
In this "Retiree Questions" episode, Zacc goes over the
logistics of making withdrawals from your portfolio account with
the help of fellow Capita advisor Bart Wagstaff and support staff
member Calli Case. These three discuss in depth what goes on behind
the scenes of withdrawals, taxation, and related...