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The REAL Way to Become a Financial Planner (Without Being a Math Genius)

Author
Colton Crump & Tyler Crump
Published
Mon 01 Sep 2025
Episode Link
https://www.where2getstarted.com/

Unlock the Secrets of Financial Planning: A Deep Dive with Certified Financial Planner Zacc Call! Discover the insider strategies top financial advisors use to help families build wealth, navigate complex financial landscapes, and secure their financial future. This eye-opening interview reveals the hidden world of financial planning that most people never see.


In this game-changing conversation, Zacc Call breaks down everything you need to know about financial planning - from when to start investing to finding the right financial advisor. Learn how to take control of your financial journey, understand the complexities of personal finance, and make smarter money decisions that can transform your life.


Highlights:

- The surprising truth about when you should actually start working with a financial advisor

- How AI is revolutionizing financial planning in the next 20 years

- The critical difference between making money in your 20s and getting paid what you're worth in your 30s

- Why technical skills are becoming less important than human communication in financial advising

- The 4 key qualities to look for when choosing a financial advisor


Drop a comment below and tell us: What was your biggest financial planning takeaway from this interview? Like, subscribe, and hit the notification bell to never miss expert financial advice!


About the Guest: Zacc Call is a Certified Financial Planner and partner at Capita Financial Network. With over 15 years of experience, he's dedicated to delivering superior financial planning to households across the country. Zacc is the author of "Seven Prosperity Projects" and host of the Financial Call podcast.

#FinancialPlanning #WealthBuilding #MoneyTips #InvestmentStrategy #PersonalFinance

#CFP #CertifiedFinancialPlanner #ZaccCall #Capita


More important information & links about money management & Zacc Call:

-7 Prosperity Projects: https://amzn.to/4m7nfGz OR https://www.capitafinancialnetwork.com/services/7-prosperity-projects

-Money & Mind https://www.capitafinancialnetwork.com/services/money-mind

-Capita Education https://www.capitafinancialnetwork.com/financial-education-center 


How to Interview a financial professional https://www.capitafinancialnetwork.com/education-center/how-to-interrogate-a-financial-professional


The Retirement Nerds Youtube videos with Zacc Call

-Different financial professionals https://www.youtube.com/watch?v=8uC1lgkZUWE

-How to interrogate a financial professional https://www.youtube.com/watch?v=demjEty-0kU

-What your financial advisor doesn't want you to know https://podcasts.apple.com/us/podcast/the-financial-call/id1463217333?i=1000447953846


ZACC'S CONTACT AND SOCIAL MEDIA LINKS:

- Capita: https://www.capitafinancialnetwork.com/

- The Financial Call website: https://www.thefinancialcall.com/

- The Financial Call Spotify: https://open.spotify.com/show/5eXi7udmRrtZ9fGLK8d0we?si=907a01e58f95447b

- The Financial Call Apple: https://podcasts.apple.com/us/podcast/the-financial-call/id1463217333

- Money Education YouTube: https://www.youtube.com/channel/UCEVja2rDWYIJURrWahruyIw


Check out our socials & more: 

TikTok: https://www.tiktok.com/@wheretogetstarted

Instagram: https://www.instagram.com/wheretogetstarted/

Website: https://www.where2getstarted.com


*Disclaimer*

This podcast is for informational purposes only and should not be considered legal advice or official direction for topics or discussions within this episode. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional advice.

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