Financial Choices Matter
En podkast av Charles Scott - Torsdager
121 Episoder
-
5 Simple Retirement Questions (That Are Hard To Answer)
Publisert: 16.5.2019 -
What's Bugging Charles
Publisert: 7.2.2019 -
50 Shades Of Gray Area
Publisert: 17.1.2019 -
Top Distractions Throwing You Off Your Financial Game
Publisert: 3.1.2019 -
Risk Tolerance
Publisert: 20.12.2018 -
Are You Asking The Wrong Financial Questions?
Publisert: 6.12.2018 -
Real Financial Advising Is Solving Problems
Publisert: 15.11.2018 -
Settle The Debate - Right Or Wrong
Publisert: 1.11.2018 -
Winding Back The Debt Clock
Publisert: 18.10.2018 -
Important Financial Terms You Should Know
Publisert: 4.10.2018 -
Retirement Planning: More Than Just Investments
Publisert: 20.9.2018 -
Sales Pitches Versus True Planning
Publisert: 6.9.2018 -
Fuzzy Math
Publisert: 16.8.2018 -
Dealing With Divorce
Publisert: 2.8.2018 -
Unique Planning Challenges
Publisert: 19.7.2018 -
Making Bad Financial Assumptions
Publisert: 5.7.2018 -
Risky, But Popular, Investments
Publisert: 21.6.2018 -
Counterintuitive Pieces Of Financial Guidance
Publisert: 7.6.2018 -
The Important Things You Should Know About 401(k) Rollovers
Publisert: 24.5.2018 -
Mailbag: The 4% Rule, Ex-Husband's SS, & Big vs. Small Companies... Plus, What's Buggin' Charles?
Publisert: 10.5.2018
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.
