Guided Path 3-6 Navigating the World of Alternative Investments with Tyson Long, CFP®, CPWA®
The Financial Call
by Zacc Call
2w ago
Standard stock and bond portfolios have done their job well over time, but some investors want to add alternative investments for potentially higher returns and diversification. Alternative investments come with additional risks, but they may be the answer. Join Zacc Call, Laura Hadley, and Tyson Long, CFP® as they delve into the often misunderstood world of alternative investments and explain how these options can potentially enhance the diversity and performance of your portfolio. Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and informa ..read more
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Guided Path 3-5 Real Estate with Tyson Long, CFP®, CPWA®
The Financial Call
by Zacc Call
1M ago
We must warn you, this episode’s topic can be pretty polarizing in the financial services industry, but that’s not stopping us from doing an episode about it. In this episode, Zacc Call, Laura Hadley, and Tyson Long, CFP®, discuss the pros and cons of real estate investing and how you can discover whether it is a suitable venture for you in your investing career. Zacc, Laura, and Tyson discuss: Why real estate investing can be polarizing in the financial advising industry Capital markets vs. real estate and how to find out which is more suitable for you What you should take into consideration ..read more
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Guided Path 3-4 Understanding The Complexity of Funds With Tim Gottfredson, CFP®
The Financial Call
by Zacc Call
1M ago
We’ll admit…learning about funds can be a pretty complex conversation, but that’s exactly why we have invited Tim Gottfredson, CFP®, on the show, to break this down into the simplest terms. In this episode, Tim shares his expertise about investing in funds and how you can do so while saving yourself the most amount of money possible. Tim discusses: How to limit broker fees and when you can expect them when investing in funds What an expense ratio is and how you can find the lowest ones What an Exchange Traded Fund (ETF) is and whether they are a viable investment for you Why more people are g ..read more
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Guided Path 3-3 Your Guide To Understanding Bonds
The Financial Call
by Zacc Call
2M ago
We’ve talked about the basics of investing, we’ve talked about investing in stocks, but now it is time to discuss everything you need to know about bonds! Investing in bonds is different from investing in stocks, and in this episode, we are here to help you decide whether they would be a viable investment option for your portfolio.  Zacc and Laura discusses: The history of bond investments The benefits of investing in bonds compared to stocks Everything you need to know about high risk bonds Why you don’t hear about bonds a lot in the news And more Resources: The Financial Call: Guided ..read more
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Guided Path 3-2 Stocks With Matt Johns, CFP®
The Financial Call
by Zacc Call
2M ago
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, ble ..read more
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Guided Path 2-4 Divorce, Remarriage and Death with Jayson McGinnis
The Financial Call
by Zacc Call
2M ago
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 entitl ..read more
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Guided Path 2-2 How is Your Social Security Benefit Calculated?
The Financial Call
by Zacc Call
2M ago
Retirement benefits like Social Security make a world of difference for people in retirement.    So how much should you expect to receive from these benefits? And in addition, where does the money from these benefits come from?   In this episode, Zacc Call and Laura Hadley dive deeper into the ins and outs of Social Security by explaining how you can estimate how much you will receive, how to maximize your benefit if you are self-employed, how the government accumulates the money in the Social Security trust fund, and more.   Zacc and Laura discuss:   What FICA tax is ..read more
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Guided Path 2-6 When You Should File? With Bart Wagstaff, CFP®
The Financial Call
by Zacc Call
2M ago
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 o ..read more
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Guided Path 2-5 The Different Penalties You May Have On Your Social Security Benefit
The Financial Call
by Zacc Call
2M ago
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 c ..read more
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Guided Path 1-6 Income Planning for Investors Ages 40 to 60
The Financial Call
by Zacc Call
2M ago
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 num ..read more
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