The Financial Call

The Financial Call The Financial Guidance You Deserve
Presented by Capita Financial Network

08/02/2026
07/28/2026
We hit 20k subs today on YouTube!  Loving the reach and the community we are building.  My media producer, Anthony Inkle...
07/23/2026

We hit 20k subs today on YouTube! Loving the reach and the community we are building. My media producer, Anthony Inkley, is killing it with creative design, editing, and content decisions!

07/15/2026

The new Trump Accounts are here, but that doesn’t mean they’re automatically the right fit for every family.
Zacc’s recent video breaks down a simple action plan:

✅ Determine if your child qualifies for the government seed contribution
✅ Evaluate whether this account aligns with your family’s goals
✅ Learn how it compares to the other savings and investing options available

New doesn’t always mean better. The best financial decisions come from understanding the rules, comparing your choices, and choosing the strategy that fits your situation.

07/14/2026

One of the biggest questions surrounding the new Trump Accounts is what happens next.

While some of the details are still being clarified, understanding the possibilities early can help families make more informed decisions as guidance develops.

07/14/2026

What if a child’s investment account could eventually become nearly $1 million of tax-free retirement savings?

The strategy discussed here is still speculative and subject to future guidance, but the concept is compelling: allowing the account to grow, converting it to a Roth when (and if) eligible, paying taxes only on the gains, and potentially creating decades of tax-free growth.

The biggest advantage in investing isn’t always the amount invested. It’s the number of years you give your money to compound.

07/13/2026

Money decisions should be driven by strategy, not politics.

This conversation highlights an important principle: many of the financial tools we use today were created, sponsored, or championed by politicians from across the political spectrum.

Whether it’s Roth accounts, 529 plans, or tax credits, the question isn’t who created it. It’s whether it helps your family reach its financial goals.

A Trump Account may make sense for some families. For others, a Roth IRA, 529 plan, brokerage account, or another strate...
07/13/2026

A Trump Account may make sense for some families. For others, a Roth IRA, 529 plan, brokerage account, or another strategy could be a better fit.

The goal isn’t to chase the newest account. It’s to choose the right tool for your child’s future.

Because the best account isn’t the one making headlines. It’s the one that aligns with your family’s goals.

07/13/2026

A new federal investment account for children launched on July 4th, and some families may qualify for a free $1,000 contribution.

There’s still a lot of confusion about who qualifies and how these accounts work.

When new opportunities like this appear, the biggest mistake is waiting too long to learn the rules. Some families could miss out simply because they never knew the program existed.

Have you heard about these new accounts yet?

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