Financial Choices Matter
En podkast av Charles Scott - Torsdager
121 Episoder
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Financial Terms & Housing Questions In Retirement
Publisert: 7.4.2022 -
Understanding Financial Jargon: Advisor Designations & Definitions
Publisert: 17.3.2022 -
When Guessing At Retirement’s Most Important Questions Goes Wrong
Publisert: 3.3.2022 -
What They’re Saying: What Is The Most Important Part Of Retirement Planning?
Publisert: 17.2.2022 -
Who Even Needs A Financial Advisor?
Publisert: 3.2.2022 -
What They’re Saying: 2022 Economic Predictions
Publisert: 20.1.2022 -
Retirement Potpourri: Fill In The Blank
Publisert: 6.1.2022 -
22 Resolutions for 2022, Part 2
Publisert: 21.12.2021 -
22 Resolutions for 2022, Part 1
Publisert: 9.12.2021 -
Quit Cutting Corners In Financial Planning
Publisert: 18.11.2021 -
Retirement Jigsaw Puzzle
Publisert: 4.11.2021 -
Financial Temptations
Publisert: 21.10.2021 -
Income Planning Essentials
Publisert: 7.10.2021 -
How Age & Wisdom Play Into Financial Planning
Publisert: 16.9.2021 -
Summer Break & Inflation
Publisert: 2.9.2021 -
Financial Fact Or Fiction
Publisert: 15.4.2021 -
Are You Flirtin’ With Disaster?
Publisert: 1.4.2021 -
The Financial Dictionary
Publisert: 18.3.2021 -
This Is Why You Never Assume
Publisert: 4.3.2021 -
Biggest Client Concerns
Publisert: 18.2.2021
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.
