Financial Choices Matter
En podkast av Charles Scott - Torsdager
121 Episoder
-
Coronavirus Update
Publisert: 2.4.2020 -
Financial Truths
Publisert: 19.3.2020 -
What's Bugging Charles?
Publisert: 5.3.2020 -
Who Really Pays Income Taxes?
Publisert: 20.2.2020 -
The SECURE Act Passed - Now What?
Publisert: 6.2.2020 -
The Ins And Outs Of Mutual Funds
Publisert: 2.1.2020 -
Your Financial Advisor Must Have These Traits
Publisert: 19.12.2019 -
Top 5 Social Security Misunderstandings
Publisert: 5.12.2019 -
Avoiding Critical Estate Planning Mistakes
Publisert: 21.11.2019 -
It’s Good To Have Awkward Conversations
Publisert: 7.11.2019 -
Retirement Constants That Affect Everyone
Publisert: 17.10.2019 -
What Flying Teaches Us About Retirement
Publisert: 3.10.2019 -
Even Responsible Savers Make Mistakes
Publisert: 19.9.2019 -
Busting The Biggest Financial Myths
Publisert: 5.9.2019 -
Why Are You Making Excuses For Sticking With The Wrong Advisor?
Publisert: 15.8.2019 -
Why Should You Plan For Retirement With A Sense Of Urgency?
Publisert: 1.8.2019 -
Exposing 401(k) Weaknesses
Publisert: 18.7.2019 -
Are Tax Advantages Overrated?
Publisert: 3.7.2019 -
“Fake News” Impacting Your Finances
Publisert: 20.6.2019 -
Don’t Utter These Famous Last Words
Publisert: 6.6.2019
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.
