The Financial Call

Zacc and the team are here to help you figure out what’s on your menu!
It’s important to remember - Social Security isn’t just a form, but a strategy. 📊

It’s never too early to think about retirement and for February Week 2 of , Zacc is speaking on your Retirement Target Number and the factors that correlate.

Your 🔷Retirement Target Number🔷 OR the number you need in your savings account in order to retire..

Where do you start? How do you get the number? How do you factor in inflation, changing lifestyles, or changing family dynamics? 

Zacc and  dive into those questions on this week’s  segment!

Trick your spending habits (in a good way)!
Funnel account = where your real paycheck lands.
Automated Transfer = your “fake paycheck”.
Result? Your goals grow while you live your life.

How can you improve your net worth? Track it!

In January Week 4 of , Zacc emphasizes how your net worth is your ultimate scorecard when financial planning. Updating your net worth statement quarterly can help you see your full financial picture with clarity.

We have a free net worth tracker tool at the link in our bio!

If you’re in the age range of 40 - 60 years old, this Financial Friday episode is for you. 

Retirement seems far off, but prepping now is going to save you later! Zacc tells you how you can calculate any income gaps within your projections. 

If you have any questions or need a second pair of eyes to run through your plan, contact  today! Thank you  for another great segment.

YBFY Week 3! This week’s task is to review your quarterly savings plan to see where your money is working for you. Clarity with your savings plan can create a sense of control. Clarity + Control = Confidence.✨

🔹Are you on the verge of retirement?
🔹Are you thinking of retirement?
🔹Are you in retirement?
Zacc and break down retirement income risks to plan for on this week’s Financial Friday.

✅ Disclosures and full episode link in bio!
🤝 Your IRA isn’t all yours–some of it belongs to the IRS. Would you rather pay now or later? 👀

On this week’s episode of Financial Friday, Zacc and discuss the importance of the annual January check in with your finances. Now is a great time to review any changes with your deductions, contributions or tax brackets.

Need support? Contact Capita Financial Network today and we can walk you through it!