Are you a homeowner or looking to become one? Here’s where you can learn about all the insurance you may need!
Listen in as Zacc and Laura are joined by insurance professional Spencer Shelton to delve into property and casualty insurance. They discuss various personal and commercial insurance types, including auto, home, and umbrella policies.
Spencer explains the nuances of homeowners' insurance, such as the differences between HO-3, HO-4, and HO-5 policies, and the significance of flood insurance.
The conversation highlights the importance of understanding insurance coverage, the benefits of umbrella policies, and the need for individuals to review and discuss their insurance needs with agents.
Other discussion points include:
The essentials of casualty and property insurance
Understanding your homeowners’ insurance policy
Car insurance, umbrella policies & how to protect your assets
The role of insurance agents in your financial journey
And more
Connect With Capita Financial Network:
info@capitamail.com
tfc@capitamail.com
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
Facebook: Capita Financial Network
Connect with Spencer Shelton:
LinkedIn: Spencer Shelton
Shelton Insurance Group
26 Feb 2024
BONUS - Questions From the Internet: Roth vs Traditional
In this special bonus episode Zacc Call joins Erik Soderborg on the 90 Days from Retirement Youtube channel to delve into the most pressing questions from the internet following their recent episode on Roth vs. Traditional. This engaging discussion offers valuable insights and answers to commonly asked questions, providing listeners with a comprehensive understanding of the complexities surrounding these critical financial decisions.
Topics covered include:
Traditional & RMDs (Required Minimum Distributions):
Unpack the nuances of Traditional retirement accounts and navigate the intricacies of Required Minimum Distributions.
Are Taxes Going Up?
Explore the current landscape of tax policies and discuss whether taxes are expected to increase in the foreseeable future, influencing retirement planning strategies.
Roth Income Limits:
Shed light on the income limits associated with Roth IRAs and how they impact eligibility and contributions.
Spousal IRA:
Provide guidance on the often-overlooked Spousal IRA option, offering couples additional avenues for optimizing their retirement savings.
Backdoor Roth:
Demystify the concept of a Backdoor Roth IRA and explain how it can be a strategic option for individuals facing income limitations for direct Roth contributions.
Will Roths Be Taxed?
Delve into the speculation and considerations surrounding the potential taxation of Roth IRAs in the future, offering listeners a forward-looking perspective on their retirement planning.
To get the full spectrum of information, make sure to check out the complete video on the 90 Days from Retirement YouTube channel. Additionally, visit Erik Soderborg's website at 90daysfromretirement.com for more resources, tools, and insights to empower your journey towards a secure and fulfilling retirement. Don't miss this bonus episode packed with expert advice and practical tips to navigate the Roth vs. Traditional dilemma and make informed decisions for your financial future.
Questions from the Internet: Roth vs. Traditional - https://www.youtube.com/watch?v=-U_su7Ak7QE
Watch the original interview that started it all! Exposing the TRUTH About Roth vs Traditional Accounts | Financial Conversations: https://www.youtube.com/watch?v=VHHNYdpVwrU&t=1s
19 Feb 2024
Guided Path 8-5 Basics of Long-term Care & Disability Insurance
Long-term care insurance is becoming an increasingly fundamental addition to the financial planning process.
That’s why Zacc Call and Laura Hadley, along with insurance professional Barney Tanner, are diving into the intricacies of long-term care and disability insurance. They discuss the likelihood of needing long-term care, the various payment options including insurance, and the importance of planning for potential costs.
The episode also explores the differences between standard and linked benefit insurance policies, the role of ADL requirements, and the nuances of disability insurance coverage.
Discussion points include:
The basics of planning for long-term care
The 6 main avenues of paying for long-term care: Private pay, family support, Medicare, Medicaid, veterans' benefits, and insurance
The role of insurance in long-term care from an insurance professional
The various policies you can choose from in disability insurance
And more
Resources:
Guided Path 8-1 Pre-65 Health Care Options for Early Retirees
Guided Path 8-2 Navigating the Alphabet Soup of Medicare
Guided Path 8-3 Life Insurance
Guided Path 8-4 Life Insurance: When To Get It, When To Drop It
Connect with Capita Financial Network:
info@capitamail.com
tfc@capitamail.com
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
Facebook: Capita Financial Network
Connect with Barney Tanner:
LinkedIn: Barney Tanner, CLTC®
Allegis Advisor Group
About Our Guest:
Barney Tanner is a seasoned National Brokerage Director with over 20 years of experience nurturing key relationships that lead to sales growth and ensure client retention. Extensive experience in all aspects of business development and wealth planning including developing key client relationships, leading and building teams, developing successful strategies, and making relationship-based sales.
Barney continually exceeds expectations by creating valuable partnerships and works well with people at all levels of an organization including stakeholders, C-suite executives, management, underwriters, staff, and agents.
Reach and audience
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Apple Podcasts (US)
4.9 / 5
98 ratings
Spotify
5.0 / 5
23 ratings
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