The Financial Call

Guided Path 1-1 How to Organize Your Retirement Income


Listen Later

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 right percentage of your investments out each year and how it can affect your retirement plan.

Zacc and Laura discuss:

  • What discussions you can look forward to in the coming episodes
  • Discovering what amount of money you will be satisfied with in your retirement
  • Strategies to combat inflation leading up to and during your retirement
  • Finding the right withdrawal rate from your portfolio for a satisfying retirement
  • And more

Connect With Capita Financial Network:

  • [email protected]
  • [email protected]
  • (801) 566-5058
  • Capita Financial Network
  • LinkedIn: Zaccary Call 
  • LinkedIn: Laura Hadley
  • LinkedIn: Shannon Lundberg
  • LinkedIn: Capita Financial Network
  • Facebook: Capita Financial Network
...more
View all episodesView all episodes
Download on the App Store

The Financial CallBy Zacc Call

  • 5
  • 5
  • 5
  • 5
  • 5

5

84 ratings


More shows like The Financial Call

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

38,742 Listeners

Marketplace by Marketplace

Marketplace

8,659 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,290 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

564 Listeners

The Long View by Morningstar

The Long View

884 Listeners

Verdict with Ted Cruz by Premiere Networks

Verdict with Ted Cruz

44,312 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

790 Listeners

followHIM by Hank Smith & John Bytheway

followHIM

10,422 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

36 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

28,304 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

727 Listeners

Your Money Guide on the Side by Tyler Gardner

Your Money Guide on the Side

571 Listeners