The Financial Call

Guided Path 1-6 Income Planning for Investors Ages 40 to 60


Listen Later

Now that we have discussed what you need to know as a young investor, we now need to discuss what you need to know as an experienced or wise investor approaching retirement.

 

If you want to know how to retire as early as possible, you’ll want to listen to this episode.

 

In this episode, Zacc Call and Laura Hadley provide professional advice about investing and curating your retirement plan in the later years of life and how you can minimize the time it takes you to retire.

 

Zacc and Laura discuss:

  • Preventing financial crisis in the later years of life
  • How to map out your numbers - your debt, future cash flow, and assets
  • How you can minimize how long it takes you to retire
  • Why you should use multiple tax structures in retirement
  • And more

 

Resources:

 

  • The Financial Call: Income Planning for Investors Ages 25 to 40

 

Connect With Capita Financial Network:

  • [email protected]
  • [email protected]
  • (801) 566-5058
  • Capita Financial Network
  • LinkedIn: Zaccary Call 
  • LinkedIn: Laura Hadley
  • 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

86 ratings


More shows like The Financial Call

View all
Mad Money w/ Jim Cramer by CNBC

Mad Money w/ Jim Cramer

4,085 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

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

Retirement Answer Man

1,290 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

153,960 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

510 Listeners

ChooseFI by ChooseFI

ChooseFI

5,086 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

516 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

792 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

175 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

Morning Wire by The Daily Wire

Morning Wire

26,537 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

735 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

163 Listeners

Ukraine: The Latest by The Telegraph

Ukraine: The Latest

1,851 Listeners

The Retirement Nerds by Erik Soderborg

The Retirement Nerds

4 Listeners