Financial Choices Matter
Een podcast door Charles Scott - Donderdagen
121 Afleveringen
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Financial Terms & Housing Questions In Retirement
Gepubliceerd: 7-4-2022 -
Understanding Financial Jargon: Advisor Designations & Definitions
Gepubliceerd: 17-3-2022 -
When Guessing At Retirement’s Most Important Questions Goes Wrong
Gepubliceerd: 3-3-2022 -
What They’re Saying: What Is The Most Important Part Of Retirement Planning?
Gepubliceerd: 17-2-2022 -
Who Even Needs A Financial Advisor?
Gepubliceerd: 3-2-2022 -
What They’re Saying: 2022 Economic Predictions
Gepubliceerd: 20-1-2022 -
Retirement Potpourri: Fill In The Blank
Gepubliceerd: 6-1-2022 -
22 Resolutions for 2022, Part 2
Gepubliceerd: 21-12-2021 -
22 Resolutions for 2022, Part 1
Gepubliceerd: 9-12-2021 -
Quit Cutting Corners In Financial Planning
Gepubliceerd: 18-11-2021 -
Retirement Jigsaw Puzzle
Gepubliceerd: 4-11-2021 -
Financial Temptations
Gepubliceerd: 21-10-2021 -
Income Planning Essentials
Gepubliceerd: 7-10-2021 -
How Age & Wisdom Play Into Financial Planning
Gepubliceerd: 16-9-2021 -
Summer Break & Inflation
Gepubliceerd: 2-9-2021 -
Financial Fact Or Fiction
Gepubliceerd: 15-4-2021 -
Are You Flirtin’ With Disaster?
Gepubliceerd: 1-4-2021 -
The Financial Dictionary
Gepubliceerd: 18-3-2021 -
This Is Why You Never Assume
Gepubliceerd: 4-3-2021 -
Biggest Client Concerns
Gepubliceerd: 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.
