Oct 31, 2022

In 1940, the average life expectancy of a 65-year-old was another 14 years, but today, it is over 20 years.

This means you will probably need to save more money and better organize your finances as your retirement will most likely last longer than those in the past.

In this episode, Zacc Call and Laura Hadley talk with...

Oct 17, 2022

When people hear the word ‘penalty’, they automatically assume it’s a bad thing.

But when it comes to Social Security, that isn’t necessarily the case.

In this episode, Matt Johns, CFP®, an employee at Capita Financial Network, discusses Social Security penalties which can help you discover which ones may apply...

Oct 13, 2022

Zacc Call is joined by Tyson Long to give you a quick summary of Capita's Fall 2022 Educational Bootcamp. Listen for highlights from Kurt Brown's market updates, Tyson's overview of the market from this last year, Erik Soderborg's insights on Medicare costs and options, and Zacc's strategies for saving on taxes when...

Oct 3, 2022

Benefits can be complex to understand, especially when remarriage or spouse deaths are involved.

And by not understanding them in detail, we may miss what we are entitled to get.

In this episode, Zacc Call and Laura Hadley chat with Jayson McGinnis, a wealth advisor at Capita Financial Network, to give details...