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 5 de 7

Are You Paying Attention To Your Biggest Assets? 07/05/2020
Life Events That Spark Major Changes 16/04/2020
Coronavirus Update 02/04/2020
Financial Truths 19/03/2020
What's Bugging Charles? 05/03/2020
Who Really Pays Income Taxes? 20/02/2020
The SECURE Act Passed - Now What? 06/02/2020
The Ins And Outs Of Mutual Funds 02/01/2020
Your Financial Advisor Must Have These Traits 19/12/2019
Top 5 Social Security Misunderstandings 05/12/2019
Avoiding Critical Estate Planning Mistakes 21/11/2019
It’s Good To Have Awkward Conversations 07/11/2019
Retirement Constants That Affect Everyone 17/10/2019
What Flying Teaches Us About Retirement 03/10/2019
Even Responsible Savers Make Mistakes 19/09/2019
Busting The Biggest Financial Myths 05/09/2019
Why Are You Making Excuses For Sticking With The Wrong Advisor? 15/08/2019
Why Should You Plan For Retirement With A Sense Of Urgency? 01/08/2019
Exposing 401(k) Weaknesses 18/07/2019
Are Tax Advantages Overrated? 03/07/2019
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