Financial Choices Matter
Een podcast door Charles Scott - Donderdagen
121 Afleveringen
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Coronavirus Update
Gepubliceerd: 2-4-2020 -
Financial Truths
Gepubliceerd: 19-3-2020 -
What's Bugging Charles?
Gepubliceerd: 5-3-2020 -
Who Really Pays Income Taxes?
Gepubliceerd: 20-2-2020 -
The SECURE Act Passed - Now What?
Gepubliceerd: 6-2-2020 -
The Ins And Outs Of Mutual Funds
Gepubliceerd: 2-1-2020 -
Your Financial Advisor Must Have These Traits
Gepubliceerd: 19-12-2019 -
Top 5 Social Security Misunderstandings
Gepubliceerd: 5-12-2019 -
Avoiding Critical Estate Planning Mistakes
Gepubliceerd: 21-11-2019 -
It’s Good To Have Awkward Conversations
Gepubliceerd: 7-11-2019 -
Retirement Constants That Affect Everyone
Gepubliceerd: 17-10-2019 -
What Flying Teaches Us About Retirement
Gepubliceerd: 3-10-2019 -
Even Responsible Savers Make Mistakes
Gepubliceerd: 19-9-2019 -
Busting The Biggest Financial Myths
Gepubliceerd: 5-9-2019 -
Why Are You Making Excuses For Sticking With The Wrong Advisor?
Gepubliceerd: 15-8-2019 -
Why Should You Plan For Retirement With A Sense Of Urgency?
Gepubliceerd: 1-8-2019 -
Exposing 401(k) Weaknesses
Gepubliceerd: 18-7-2019 -
Are Tax Advantages Overrated?
Gepubliceerd: 3-7-2019 -
“Fake News” Impacting Your Finances
Gepubliceerd: 20-6-2019 -
Don’t Utter These Famous Last Words
Gepubliceerd: 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.
