77 episodes

The Financial Call is Capita's Podcast for teaching financial wellness.

The Financial Call Zacc Call

    • Education
    • 5.0 • 31 Ratings

The Financial Call is Capita's Podcast for teaching financial wellness.

    Guided Path 3-2 Stocks With Matt Johns, CFP®

    Guided Path 3-2 Stocks With Matt Johns, CFP®

    Learning to better understand the stock market and investing as a whole should be a key part of everyone’s retirement plan.
    In this episode, Zacc Call and Laura Hadley talk with Matt Johns, CFP®, to share his vast knowledge about the stock market which will help you better understand how you can make your money work for you prior to and during retirement.
     
    Matt discusses:
    How easy it is to purchase stocks in the current day Why you should fully own assets to keep up with inflation What currency risk is and how you can take it into account when investing The difference between value, blended, and core stocks And more  
    Connect With Capita Financial Network:
    info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network  
    Connect With Matt Johns, CFP®:
    LinkedIn: Matt Johns, CFP®  

    • 33 min
    Guided Path 3-1 Investing Basics

    Guided Path 3-1 Investing Basics

    The wait is finally over… Season 3 has arrived!
    If you are someone who is wanting to jumpstart or even just enhance your investing journey, then you are going to love this season of The Financial Call!
    In this episode, Zacc Call and Laura Hadley introduce the topic of season 3, which is investing. They discuss what learning opportunities you will have throughout this season, and the nitty gritty details of kickstarting your investment portfolio.
    Zacc and Laura discuss:
    How inflation impacts your investment portfolio How to decide where you want to invest and which accounts you should invest from What a decision order is and how to find yours How investing strategies look different when planning for retirement compared to saving for college And more Connect With Capita Financial Network:
    info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network  

    • 27 min
    Guided Path 2-6 When You Should File? With Bart Wagstaff, CFP®

    Guided Path 2-6 When You Should File? With Bart Wagstaff, CFP®

    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 Bart Wagstaff, CFP®, to share how you can start putting your Social Security strategy to work so you can sit back and enjoy your retirement.
    Bart discusses:
    How to do a personal analysis to find out when you should file for Social Security  How to calculate your own cost of living adjustment Some real life examples of people who took their Social Security at the wrong time and how you can avoid making the same mistake How divorce and marriage affects your Social Security benefit And more Resources:
    The Financial Call: The Different Penalties You May Have On Your Social Security Benefit Guided Path 2-5  Connect With Capita Financial Network:
    info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network Connect with Bart Wagstaff, CFP®:
    LinkedIn: Bart Wagstaff, CFP® About Our Guest:
    Bart Wagstaff, CFP®, is a partner and financial advisor at Capita Financial Network. He attended the David Eccles School of Business at the University of Utah which developed his skills in becoming a financial advisor here at Capita Financial Network. Also, he is a Certified Financial Planner and has obtained his Series 7.
     

    • 32 min
    Guided Path 2-5 The Different Penalties You May Have On Your Social Security Benefit

    Guided Path 2-5 The Different Penalties You May Have On Your Social Security Benefit

    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 to you in the future.
    Matt discusses:
    How he helps people like you discover what amount they can expect from Social Security How financial planners can simplify the complex process of paying into and receiving Social Security benefits What restricted spousal benefits are and how they can affect you Some of the experiences he has had when helping people calculate Social Security And more Resources:
    The Financial Call: Divorce, Remarriage and Death with Jayson McGinnis (Ep.2-4) Connect With Capita Financial Network:
    info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network Connect with Matt Johns, CFP®
    LinkedIn: Matt Johns, CFP® About Our Guest:
    Matt Johns is a fellow Certified Financial Planner at Capita Financial Network who has vast experience and expertise with Social Security planning. He received his Bachelor’s Degree in Finance from the University of Utah and then his Masters of Business Administration (M.B.A) at Westminster College in Salt Lake City, Utah.
    Matt has been working at Capita since 2019 and is excited to be on the podcast to share his passion for financial planning and calculating Social Security benefits for not only his clients, but the listeners of The Financial Call.

    • 29 min
    BONUS: Recap of Capita's Fall 2022 Educational Bootcamp

    BONUS: Recap of Capita's Fall 2022 Educational Bootcamp

    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 doing a personal audit.

    • 12 min
    Guided Path 2-4 Divorce, Remarriage and Death with Jayson McGinnis

    Guided Path 2-4 Divorce, Remarriage and Death with Jayson McGinnis

    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 regarding divorce, remarriage, and survivor benefits. Additionally, they explain the strategy in which a couple can get divorced to improve their Social Security benefits and then get married again.
     
    Zacc, Laura, and Jayson discuss:
     
    The benefits you are entitled to get from the person you marry or divorce, and how to maximize them How ex-spouses aren't notified when they apply for divorce spousal benefits How a higher income could cancel the continuity of survivor benefits The importance of keeping track if your ex-spouse is still alive The time a client had to remarry her current husband to get the benefits of her previous marriage when the husband passed away And more  
    Connect With Capita Financial Network:
     
    info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network  
    Connect with Jayson McGinnis:
     
    LinkedIn: Jayson McGinnis  
    About Our Guest:
     
    Jayson McGinnis is a Wealth Advisor at Capita Financial Network and a Certified Financial Planner™ professional. He was born and raised in Washington state and moved to Utah after serving a Russian speaking church mission in Sacramento, CA. Jayson obtained his commercial pilot’s license while attending Utah Valley University and earned a Bachelor’s degree in Aviation Science. He made a career pathway change in 2006 from professional pilot to finance. Jayson began his career in financial services in 2007 at Fidelity Investments. He joined Capita in 2019. His ability to simplify complex financial planning strategies has allowed him to educate and connect with clients. Jayson is sincere and warm and enjoys the process of learning the unique needs, goals, and concerns each client has. His mission is to provide a premier planning experience for his clients while creating and managing their plan, helping them avoid pitfalls, and being on deck and available to them anytime a need arises.

    • 27 min

Customer Reviews

5.0 out of 5
31 Ratings

31 Ratings

pjcrss ,

Easy to understand

Great podcast. They make the concepts they present easy to understand. I found the information they’re presenting on Social Security very helpful.

father of finances ,

Inspirational

Me and my friends love Zach call he helps us with work. And it was great to learn about the gamestop stock squeeze.

Bart Wagstaff ,

Financial Concepts Made Clear

There’s no one better than Zacc Call to make complicated financial concepts clear and easier to understand. Keep the podcasts coming!

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