Financial Choices Matter
En podkast av Charles Scott - Torsdager
121 Episoder
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Exposing Common Retirement Complaints
Publisert: 10.8.2023 -
Unsure, Confident, or Certain: Retirement Planning Next Steps
Publisert: 8.6.2023 -
The 5 Biggest Money Mistakes In Retirement Planning
Publisert: 11.5.2023 -
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Publisert: 13.4.2023 -
Retirement Expenses For Which You Forgot To Plan
Publisert: 16.3.2023 -
Where $1 Million Runs Out Fastest
Publisert: 9.2.2023 -
2023 Edition: 10 Point Checklist For Retirement Preparedness
Publisert: 19.1.2023 -
Most Common Retirement Planning Questions About Taxes
Publisert: 20.10.2022 -
How Bonds Work: What Retirees Need To Know
Publisert: 6.10.2022 -
Please Read The Fine Print
Publisert: 22.9.2022 -
Getting It Right: Irreversible Financial Decisions
Publisert: 8.9.2022 -
Planning For Retirement’s Uncertainties
Publisert: 18.8.2022 -
Going Against The Grain
Publisert: 4.8.2022 -
Financial Planning Considerations When You’re In Between Jobs
Publisert: 21.7.2022 -
Tough Topic: Retirement & Divorce
Publisert: 7.7.2022 -
Why Retirement Planning Ain’t What It Used To Be
Publisert: 22.6.2022 -
Do You Concur? Picking Sides In Important Financial Debates
Publisert: 8.6.2022 -
The Potential Forgiveness Of Student Loans Being Proposed
Publisert: 26.5.2022 -
The New Assessment Of The Costs Of Healthcare In Retirement
Publisert: 12.5.2022 -
Life Insurance & Retirement Statistics
Publisert: 21.4.2022
Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be your ”box top,” providing the clear vision needed to achieve a financial future tailored to your unique goals. Join us as we explore how to prioritize, organize, and seamlessly fit each piece of your financial puzzle into a cohesive whole. Tune in for strategies to maximize assets, minimize taxes, and provide peace of mind for you and your family. Upholding the principles of being fiduciary, independent, and objective, ”Financial Choices Matter” is your trusted resource for practical and profound financial insights. Subscribe and journey with us toward a secure and well-planned future.
