You're Not Too Late: Financial Planning from Ages 40 to 60 | The Guided Path S1E6

🕰️ Feel like you're behind on saving for retirement? You might actually be in the best position to catch up. In Episode 6 of The Guided Path, Zacc and Tony dig into the mindset, math, and strategy behind financial planning for ages 40 to 60. Zacc breaks down how your income becomes a powerful tool in this phase—and why it’s not too late to build serious momentum toward retirement. 🔧 You’ll learn how to calculate your “income gap,” build a realistic retirement projection, and organize your cash flow, debts, and assets to fund your future. Plus, they dive into real-world tips for retiring early without getting hit with penalties, and what to expect from healthcare before Medicare kicks in. Whether you’re mid-career, catching up, or just trying to course-correct, this episode gives you the blueprint. 📊 For more information about Capita and additional educational resources, visit 👉 https://www.capitafinancialnetwork.com/ 👉 You can also reference HealthCare.gov for plan information. 📺 Subscribe to @ZaccMoneyEducation for real-world financial education that meets you where you are. Capita Financial Network is an SEC-registered investment adviser. Registration with the SEC does not imply certain training or skill. The information presented is for educational purposes only. It does not constitute investment, legal, or tax advice and is not an offer to buy or sell any security or insurance product. All investments involve risk, including the potential loss of principal. For more information about Capita Financial Network, including disclosures, visit https://www.capitafinancialnetwork.co... #RetirementPlanning #FinancialPlanning #TheGuidedPath #CapitaFinancial #ZaccCall #MoneyEducation #IncomeGap #401k #RothIRA #CatchUpSavings #EarlyRetirement #FinancialFreedom #FinancialAdvice

Beginner Financial Planning: Emergency Funds, Insurance & Offense Strategy | The Guided Path S1E5
▶︎

Beginner Financial Planning: Emergency Funds, Insurance & Offense Strategy | The Guided Path S1E5

Are You Ignoring These 4 Retirement Risks? | The Guided Path S1E4
▶︎

Are You Ignoring These 4 Retirement Risks? | The Guided Path S1E4

Lump Sum or Monthly Pension? What to Consider Before You Decide | The Guided Path S1E3
▶︎

Lump Sum or Monthly Pension? What to Consider Before You Decide | The Guided Path S1E3

How to Make This Your Best Financial Year Ever
▶︎

How to Make This Your Best Financial Year Ever

Why Roth Conversions Don't Work for 98% of People
▶︎

Why Roth Conversions Don't Work for 98% of People

How Spousal Benefits Work in Social Security & How to Optimize Your Strategy | The Guided Path S3E3
▶︎

How Spousal Benefits Work in Social Security & How to Optimize Your Strategy | The Guided Path S3E3

5 Years From Retirement? Here’s the Complete Planning Blueprint
▶︎

5 Years From Retirement? Here’s the Complete Planning Blueprint

The Best Financial Advice You’ll Ever Hear
▶︎

The Best Financial Advice You’ll Ever Hear

Which Financial Professional You Are Working With? And How They Are Paid
▶︎

Which Financial Professional You Are Working With? And How They Are Paid

Social Security 101: What You Need to Know Before You Retire | The Guided Path S1E2
▶︎

Social Security 101: What You Need to Know Before You Retire | The Guided Path S1E2

The Two Five-Year Rules: Avoiding Roth IRA Penalties and Surprises | The Guided Path S2E5
▶︎

The Two Five-Year Rules: Avoiding Roth IRA Penalties and Surprises | The Guided Path S2E5

11 Investing Mistakes That Can Cost You THOUSANDS | The Guided Path S4E4
▶︎

11 Investing Mistakes That Can Cost You THOUSANDS | The Guided Path S4E4

Are Financial Advisors Worth It? (The Truth Finally Exposed!)
▶︎

Are Financial Advisors Worth It? (The Truth Finally Exposed!)

The 7 Projects You Can Do to Find Real Financial Freedom
▶︎

The 7 Projects You Can Do to Find Real Financial Freedom

A stock market veteran’s view on the AI bubble
▶︎

A stock market veteran’s view on the AI bubble

5 Money Rules That Will Change Your Life & Create Financial Freedom
▶︎

5 Money Rules That Will Change Your Life & Create Financial Freedom

Why Roth Conversions Should Be Your LAST Retirement Priority - NOT Your First
▶︎

Why Roth Conversions Should Be Your LAST Retirement Priority - NOT Your First

How To Build a Financial Plan (By Age)
▶︎

How To Build a Financial Plan (By Age)

Stock Expert: Becoming Rich Is Simple, But You Won’t Do It!
▶︎

Stock Expert: Becoming Rich Is Simple, But You Won’t Do It!

How to Do Roth Right: Shoot the Moon, Fill the Brackets, or Walk Away | The Guided Path S2E4
▶︎

How to Do Roth Right: Shoot the Moon, Fill the Brackets, or Walk Away | The Guided Path S2E4