Sometimes people get so caught up in their retirement investments and savings that they forget how to properly manage their non-retirement related investments.

This episode is our way of stopping you from making this mistake.

Spend time with Zacc Call and Laura Hadley as they are joined by Tyler Williamson, Partner & Wealth Advisor at Capita to talk about how your non-retirement investments are taxed, how to limit taxes on capital gains, and so much more!

Together they discuss:

• What you can expect to learn in their upcoming seasons of the Guided Path

• Important time frames you should be aware of when investing 

• The different types of non-retirement investments and their taxation

• And more

 

Resources:

• Guided Path 4-2 Roth vs Traditional
• Guided Path 2-1 Social Security Basics Refresher with Tyler Williamson
• Guided Path 1-2 Social Security Basics

 

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

 

Connect with Tyler Williamson:

 

• LinkedIn: Tyler Williamson

 

About Our Guest:

 

Tyler Williamson is a partner with Capita Financial Network. He is one of the most tenured advisors at Capita. Tyler is a Social Securities expert and often does presentations about them. Tyler often helps people with a lot of money in high net worth planning. He helps people that have barely saved anything, so he understands a wide array of financial planning issues.