Zacc Call & Tyler Williamson discuss Social Security changes to expect in 2021. This is both a podcast episode and webinar found on youtube & thefinancialcall.com.  Tyler updates us on new figures for 2021 Social Security and filing strategies.  Zacc cover the top two mistakes being made in calculating your break-even age.

Investing is more accessible now than ever before. Now that you can trade at a ZERO-dollar commission, the biggest hurdle is understanding the lingo on the website to place an order. In this episode, Zacc walks you through the basics of stock & fund trading. Zacc places a trade in his daughter’s custodial account. The video is available on YouTube and audio is available on all major podcast providers.  Do not be intimidated be the terminology. This episode will help you through it.

Episode 50!  I gave my co-workers packing cubes to celebrate my birthday.  I am giving you the packing cubes of charitable giving today to celebrate episode 50.  Donor Advised Funds are one of the most underutilized planning tools available to charitable givers.  In this episode, Zacc breaks down Donor Advised Funds and why more people should be using them.  Zacc explains the additional control DAFs provide over tax timing, giving records, and difficult-to-donate assets.  Most people do charitable giving wrong.  Don’t be most people.

Emily Tate is a teacher who took on the project of improving financial wellness for her fellow teachers. We have an open discussion about the challenges teachers face such as low income and the lack of good financial planning help. We cover the first baby steps beginners should take as they begin financial planning. There are 4 distinct financial fires I believe everyone should extinguish before moving on to other planning topics. Listen to this episode to understand what they are to know if a financial fire is raging in your corner.

Let's discuss the number one client question. "How will the elections affect my investments and my retirement?" Join Zacc Call and Kurt Brown as they dive into the details. During this episode Kurt & Zacc explain why we haven't seen much inflation in spite of unprecedented government spending. Listen hear how Biden's proposed tax changes might affect the economy. Kurt and Zacc help simplify complex economic topics to help investors make sense of strange data.

Join me as I chat with Eric Stuart who is the VP of Life Distribution at Allegis Advisor Group. We are talking all things life insurance and digging into the details of the different types. Life insurance helps people when help is needed the most and many of us need life insurance. Listen to learn which type of policy best fits your needs.

You can hide from taxes now or reduce taxes later. If you have retirement assets, you can't do both. Jay & Barbara are faced with this exact situation. In this Real Retiree episode, I review their options for preparing for a future tax hit. I explain how it is somewhat paralyzing as neither option feels great. I share their decision and my opinion...which were not the same!