Financial Choices Matter

Financial Choices Matter

Por: Charles Scott
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.
123 episodios disponibles

Latest episodes of the podcast Financial Choices Matter

Mostrando página 2 de 7

The Future of Retirement In America: Is The Glass Half Full or Half Empty? 12/10/2023
Ready Or Not Retirement 14/09/2023
Exposing Common Retirement Complaints 10/08/2023
Unsure, Confident, or Certain: Retirement Planning Next Steps 08/06/2023
The 5 Biggest Money Mistakes In Retirement Planning 11/05/2023
Retirement Savings Basics: What’s The Purpose Of All My Accounts? 13/04/2023
Retirement Expenses For Which You Forgot To Plan 16/03/2023
Where $1 Million Runs Out Fastest 09/02/2023
2023 Edition: 10 Point Checklist For Retirement Preparedness 19/01/2023
Most Common Retirement Planning Questions About Taxes 20/10/2022
How Bonds Work: What Retirees Need To Know 06/10/2022
Please Read The Fine Print 22/09/2022
Getting It Right: Irreversible Financial Decisions 08/09/2022
Planning For Retirement’s Uncertainties 18/08/2022
Going Against The Grain 04/08/2022
Financial Planning Considerations When You’re In Between Jobs 21/07/2022
Tough Topic: Retirement & Divorce 07/07/2022
Why Retirement Planning Ain’t What It Used To Be 22/06/2022
Do You Concur? Picking Sides In Important Financial Debates 08/06/2022
The Potential Forgiveness Of Student Loans Being Proposed 26/05/2022
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