このポッドキャストについて 🔗
Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.
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動画ポッドキャスト
英語
アメリカ合衆国
57 エピソード
2025年1月10日から
episodic
最新エピソード 🔗
How Much Estate Planning Do You Actually Need?
Most estate planning content starts by assuming you need a trust. This one doesn't.
I sat down with Jim Burch to walk through the entire range — from doing nothing at all, up through irrevocable trusts — so you can figure out where you actually sit ins…
以前のエピソード 🔗
Most retirees have both a CPA and a financial advisor — but very few know which one to call for which problem. Erik Soderborg from The Retirement Nerds, Zacc Call from Capita Financial Network, and Daniel Astelford from DanielTheCPA.com break down exactly what each professional is trained to do, wh…
Most grandparents default to a 529 — but depending on your situation, it might not be the best choice for your grandkids' future.
In this video, financial advisor Zacc Call (Capita Financial Network) breaks down all 7 accounts you can use to invest in your children or grandchildren's financial futu…
Most people think obesity comes down to willpower. A doctor who treats it every day says the science tells a very different story.
In this interview, I sit down with Dr. Nicholas Paulk — a physician specializing in weight management through GLP-1 medications, bariatric surgery, and lifestyle interv…
Trump Accounts go live July 4, 2026 — and there are rules most families don't know yet. In this video, Erik Soderborg and financial advisor Zacc Call break down exactly how these new child savings accounts work, including the $1,000 government seed contribution, annual contribution limits, employer…
Most people have Social Security completely wrong — and the mistakes are expensive. In this video, Erik Soderborg and financial advisor Zacc Call correct 12 of the most common Social Security misconceptions, including when to claim, how spousal benefits actually work, whether Social Security is goi…
LLC vs S-Corp vs Sole Proprietorship — which business structure saves you the most in taxes, protects you from liability, and sets you up for retirement? CPA Daniel breaks it all down.
In this video, I sit down with Daniel the CPA to cover everything business owners need to know about structuring t…
Roth conversions, Social Security timing, RMDs, and IRMAA — what order should you tackle retirement decisions? Most people start with the wrong one.
In this episode, Erik Soderborg from The Retirement Nerds and Zacc Call from Capita Financial Network break down a step-by-step sequencing framework f…
When should you take Social Security — at 62, 67, or 70? The answer depends on whether you're single or married, and the math looks very different for each. In this episode, Erik Soderborg and Zacc Call, president of Capita Financial Network, sit down and walk through real break-even analyses for s…
Social Security break-even age — it sounds simple, but most people calculate it wrong. In this episode, Erik Soderborg sits down with Zacc Call, president of Capita Financial Network, for Part 3 of our 4-part Social Security series.
We walk through how to actually calculate your Social Security br…
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