Financial Choices Matter
Een podcast door Charles Scott - Donderdagen
121 Afleveringen
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Exposing Common Retirement Complaints
Gepubliceerd: 10-8-2023 -
Unsure, Confident, or Certain: Retirement Planning Next Steps
Gepubliceerd: 8-6-2023 -
The 5 Biggest Money Mistakes In Retirement Planning
Gepubliceerd: 11-5-2023 -
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Gepubliceerd: 13-4-2023 -
Retirement Expenses For Which You Forgot To Plan
Gepubliceerd: 16-3-2023 -
Where $1 Million Runs Out Fastest
Gepubliceerd: 9-2-2023 -
2023 Edition: 10 Point Checklist For Retirement Preparedness
Gepubliceerd: 19-1-2023 -
Most Common Retirement Planning Questions About Taxes
Gepubliceerd: 20-10-2022 -
How Bonds Work: What Retirees Need To Know
Gepubliceerd: 6-10-2022 -
Please Read The Fine Print
Gepubliceerd: 22-9-2022 -
Getting It Right: Irreversible Financial Decisions
Gepubliceerd: 8-9-2022 -
Planning For Retirement’s Uncertainties
Gepubliceerd: 18-8-2022 -
Going Against The Grain
Gepubliceerd: 4-8-2022 -
Financial Planning Considerations When You’re In Between Jobs
Gepubliceerd: 21-7-2022 -
Tough Topic: Retirement & Divorce
Gepubliceerd: 7-7-2022 -
Why Retirement Planning Ain’t What It Used To Be
Gepubliceerd: 22-6-2022 -
Do You Concur? Picking Sides In Important Financial Debates
Gepubliceerd: 8-6-2022 -
The Potential Forgiveness Of Student Loans Being Proposed
Gepubliceerd: 26-5-2022 -
The New Assessment Of The Costs Of Healthcare In Retirement
Gepubliceerd: 12-5-2022 -
Life Insurance & Retirement Statistics
Gepubliceerd: 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.