Financial Choices Matter
En podkast av Charles Scott - Torsdager
121 Episoder
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Innovation Causing Disruption
Publisert: 4.2.2021 -
Retirement Statistics Worth Understanding
Publisert: 21.1.2021 -
Where All My Financial Knowledge Comes From
Publisert: 7.1.2021 -
Understanding The Different Types Of Risk
Publisert: 17.12.2020 -
End Of Year Planning Tasks
Publisert: 3.12.2020 -
A 5 Question Retirement Preparedness Quiz
Publisert: 19.11.2020 -
Is Diversification For Suckers?
Publisert: 5.11.2020 -
Ep 21: The 401(k) FAQs
Publisert: 15.10.2020 -
What Retirees Should Know About Wills & Trusts
Publisert: 8.10.2020 -
Eye Opening Stats Showing How Americans Save
Publisert: 17.9.2020 -
This One’s On The House
Publisert: 3.9.2020 -
Longevity Risk
Publisert: 20.8.2020 -
Financial Issues Particularly Challenging For Women
Publisert: 6.8.2020 -
Are Complicated Portfolios Necessary?
Publisert: 16.7.2020 -
Are You Making These Classic Pre-Retiree Mistakes?
Publisert: 2.7.2020 -
Cracking Open The Financial Dictionary
Publisert: 18.6.2020 -
Traditional IRA Vs. Roth IRA
Publisert: 4.6.2020 -
How To Avoid Critical Retirement Planning Mistakes
Publisert: 21.5.2020 -
Are You Paying Attention To Your Biggest Assets?
Publisert: 7.5.2020 -
Life Events That Spark Major Changes
Publisert: 16.4.2020
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.
