From The Retirement Nerds.
Financial expert Zacc Call details how small, weekly financial checkpoints can completely transform your relationship with money and help you have Your Best Financial Year.
Zacc Call is a financial advisor and the President of Capita Financial Network. He is an expert in financial and retirement planning. He and his team have produced a weekly task list covering 8 financial categories that act as simple checkpoints to ensure your finances are in order. He has his own YouTube channel called Zacc Call | Money Education.
He explains:
▫️Why financial conversations can feel so overwhelming
▫️The "Your Best Financial Year" program and how it works
▫️How small weekly habits can shape financial freedom
▫️The hidden secret of overnight success. *hint* It’s not overnight.
HERE IS WHERE TO GO FOR "YOUR BEST FINANCIAL YEAR"
https://www.capitafinancialnetwork.com/your-best-financial-year
Important Links:
▫️The 7 Prosperity Projects BOOK:
https://amzn.to/4dvxWgA
▫️The 7 Prosperity Projects VIDEO:
▫️How small weekly habits can shape financial freedom
▫️The hidden secret of overnight success. *hint* It’s not overnight.
⏱ Timestamps:
00:00 Intro
00:28 My Best Financial Year: FOMO
01:18 The "Your Best Financial Year" Program
03:16 7 Prosperity Projects vs YBFY Program
6:08 8 Components of Financial Planning
10:14 How to Get It and The Cost
13:01 Example: Estate Planning Tasks
18:40 Example: Investment Balance Tasks
23:50 Example: Cash Flow Management Tasks
27:48 Where Your Focus Rests
29:21 Why Does Zacc Do This?
35:35 More Detailed Breakdown of The Program
37:39 Starting This Program
38:07 First 4 Weeks
44:08 Your Turn to Share
Follow Zacc:
YouTube – https://www.youtube.com/@ZaccMoneyEducation
Website – https://www.capitafinancialnetwork.com/
YBFY Weekly Newsletter Sign Up – https://www.capitafinancialnetwork.com/your-best-financial-year
The Retirement Nerds:
⬜️ Join The Retirement Nerds circle here – https://theretirementnerds.com/
⬜️ Join the Monthly Retirement Nerds Newsletter here – https://theretirementnerds.com/newsletter/
Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast.
Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.
