Financial Choices Matter
Podcast tekijän mukaan Charles Scott - Torstaisin
121 Jaksot
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Exposing Common Retirement Complaints
Julkaistiin: 10.8.2023 -
Unsure, Confident, or Certain: Retirement Planning Next Steps
Julkaistiin: 8.6.2023 -
The 5 Biggest Money Mistakes In Retirement Planning
Julkaistiin: 11.5.2023 -
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Julkaistiin: 13.4.2023 -
Retirement Expenses For Which You Forgot To Plan
Julkaistiin: 16.3.2023 -
Where $1 Million Runs Out Fastest
Julkaistiin: 9.2.2023 -
2023 Edition: 10 Point Checklist For Retirement Preparedness
Julkaistiin: 19.1.2023 -
Most Common Retirement Planning Questions About Taxes
Julkaistiin: 20.10.2022 -
How Bonds Work: What Retirees Need To Know
Julkaistiin: 6.10.2022 -
Please Read The Fine Print
Julkaistiin: 22.9.2022 -
Getting It Right: Irreversible Financial Decisions
Julkaistiin: 8.9.2022 -
Planning For Retirement’s Uncertainties
Julkaistiin: 18.8.2022 -
Going Against The Grain
Julkaistiin: 4.8.2022 -
Financial Planning Considerations When You’re In Between Jobs
Julkaistiin: 21.7.2022 -
Tough Topic: Retirement & Divorce
Julkaistiin: 7.7.2022 -
Why Retirement Planning Ain’t What It Used To Be
Julkaistiin: 22.6.2022 -
Do You Concur? Picking Sides In Important Financial Debates
Julkaistiin: 8.6.2022 -
The Potential Forgiveness Of Student Loans Being Proposed
Julkaistiin: 26.5.2022 -
The New Assessment Of The Costs Of Healthcare In Retirement
Julkaistiin: 12.5.2022 -
Life Insurance & Retirement Statistics
Julkaistiin: 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.
