Oct 30, 2023

In this episode, Zacc Call and Laura Hadley discuss the tax benefits of charitable giving, focusing on the strategy of "bunching" or "doubling up" donations. They explain the impact of the standard deduction on tax benefits and how timing donations can optimize tax savings. 

They also introduce the concept of a...

Oct 18, 2023

In this engaging episode, financial experts Zacc Call and Erik Soderborg come together on Erik's YouTube channel 90 Days From Retirement to unravel the complexities of Roth and Traditional retirement accounts. 

Zacc and Erik provide listeners with valuable insights into how each account aligns with varying financial...

Oct 16, 2023

It’s a brand new season with brand new topics! It’s time to unravel the intricacies of charitable giving.

In this episode, Zacc Call and Laura Hadley discuss the benefits of donating cash versus stocks, and the potential tax advantages associated with each option. 

They also explore potential tax implications...

Oct 2, 2023

Creating clear processes and systems can skyrocket the valuation of your business. 

In this episode, Zacc Call and Laura Hadley, along with their friend and colleague Tyson Long discuss the importance of having the right network and team of professionals when selling or owning a business. They highlight the order in...