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Jun 29, 2022

Pensions aren’t the same for everyone, therefore it is important to organize yours in a way that meets your financial needs and habits.

 

In this episode, Zacc Call, Laura Hadley, and Bart Wagstaff, CFP®, discuss the ins and outs of pensions and go into significant detail about whether you should take the lump sum or...


Jun 14, 2022

As you accumulate wealth for retirement, inflation brings down the value of your savings and makes it harder for you to retire comfortably.

In this episode, Tyler Williamson, a Social Securities expert at Capita, discusses the role of Social Security before and during your retirement. He also answers some commonly asked...


Jun 14, 2022

The transition into retirement can be spooky. It can leave you nervous thinking about how much money you will need to have in retirement and when it is okay to retire. 

In this episode, Zacc Call, CFP®, and Laura Hadley explain how to manage your portfolio withdrawals. They also share the importance of taking the...


Jun 13, 2022

Now it's time to learn what you don’t know about Laura Hadley, a wealth advisor at Capita Financial Network and your co-host of the show.

 

In this episode of The Financial Call, Shannon Lundberg interviews Laura Hadley, to get to know who you will be on this journey down the guided path. Laura shares who and what has...


Jun 13, 2022

If you haven’t already met Zacc Call, the president at Capita Financial Network now is your opportunity to, in a lighthearted way.   In this episode of The Financial Call, Shannon Lundberg interviews Zacc Call, CFP®, to get to know him on a more personal level. Zacc shares past stories you may not have heard before,...