Financial Choices Matter
Een podcast door Charles Scott - Donderdagen
121 Afleveringen
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5 Simple Retirement Questions (That Are Hard To Answer)
Gepubliceerd: 16-5-2019 -
What's Bugging Charles
Gepubliceerd: 7-2-2019 -
50 Shades Of Gray Area
Gepubliceerd: 17-1-2019 -
Top Distractions Throwing You Off Your Financial Game
Gepubliceerd: 3-1-2019 -
Risk Tolerance
Gepubliceerd: 20-12-2018 -
Are You Asking The Wrong Financial Questions?
Gepubliceerd: 6-12-2018 -
Real Financial Advising Is Solving Problems
Gepubliceerd: 15-11-2018 -
Settle The Debate - Right Or Wrong
Gepubliceerd: 1-11-2018 -
Winding Back The Debt Clock
Gepubliceerd: 18-10-2018 -
Important Financial Terms You Should Know
Gepubliceerd: 4-10-2018 -
Retirement Planning: More Than Just Investments
Gepubliceerd: 20-9-2018 -
Sales Pitches Versus True Planning
Gepubliceerd: 6-9-2018 -
Fuzzy Math
Gepubliceerd: 16-8-2018 -
Dealing With Divorce
Gepubliceerd: 2-8-2018 -
Unique Planning Challenges
Gepubliceerd: 19-7-2018 -
Making Bad Financial Assumptions
Gepubliceerd: 5-7-2018 -
Risky, But Popular, Investments
Gepubliceerd: 21-6-2018 -
Counterintuitive Pieces Of Financial Guidance
Gepubliceerd: 7-6-2018 -
The Important Things You Should Know About 401(k) Rollovers
Gepubliceerd: 24-5-2018 -
Mailbag: The 4% Rule, Ex-Husband's SS, & Big vs. Small Companies... Plus, What's Buggin' Charles?
Gepubliceerd: 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.
