Financial Choices Matter
Een podcast door Charles Scott - Donderdagen
121 Afleveringen
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Innovation Causing Disruption
Gepubliceerd: 4-2-2021 -
Retirement Statistics Worth Understanding
Gepubliceerd: 21-1-2021 -
Where All My Financial Knowledge Comes From
Gepubliceerd: 7-1-2021 -
Understanding The Different Types Of Risk
Gepubliceerd: 17-12-2020 -
End Of Year Planning Tasks
Gepubliceerd: 3-12-2020 -
A 5 Question Retirement Preparedness Quiz
Gepubliceerd: 19-11-2020 -
Is Diversification For Suckers?
Gepubliceerd: 5-11-2020 -
Ep 21: The 401(k) FAQs
Gepubliceerd: 15-10-2020 -
What Retirees Should Know About Wills & Trusts
Gepubliceerd: 8-10-2020 -
Eye Opening Stats Showing How Americans Save
Gepubliceerd: 17-9-2020 -
This One’s On The House
Gepubliceerd: 3-9-2020 -
Longevity Risk
Gepubliceerd: 20-8-2020 -
Financial Issues Particularly Challenging For Women
Gepubliceerd: 6-8-2020 -
Are Complicated Portfolios Necessary?
Gepubliceerd: 16-7-2020 -
Are You Making These Classic Pre-Retiree Mistakes?
Gepubliceerd: 2-7-2020 -
Cracking Open The Financial Dictionary
Gepubliceerd: 18-6-2020 -
Traditional IRA Vs. Roth IRA
Gepubliceerd: 4-6-2020 -
How To Avoid Critical Retirement Planning Mistakes
Gepubliceerd: 21-5-2020 -
Are You Paying Attention To Your Biggest Assets?
Gepubliceerd: 7-5-2020 -
Life Events That Spark Major Changes
Gepubliceerd: 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.
