121 Avsnitt

  1. Exposing Common Retirement Complaints

    Publicerades: 2023-08-10

  2. Unsure, Confident, or Certain: Retirement Planning Next Steps

    Publicerades: 2023-06-08

  3. The 5 Biggest Money Mistakes In Retirement Planning

    Publicerades: 2023-05-11

  4. Retirement Savings Basics: What’s The Purpose Of All My Accounts?

    Publicerades: 2023-04-13

  5. Retirement Expenses For Which You Forgot To Plan

    Publicerades: 2023-03-16

  6. Where $1 Million Runs Out Fastest

    Publicerades: 2023-02-09

  7. 2023 Edition: 10 Point Checklist For Retirement Preparedness

    Publicerades: 2023-01-19

  8. Most Common Retirement Planning Questions About Taxes

    Publicerades: 2022-10-20

  9. How Bonds Work: What Retirees Need To Know

    Publicerades: 2022-10-06

  10. Please Read The Fine Print

    Publicerades: 2022-09-22

  11. Getting It Right: Irreversible Financial Decisions

    Publicerades: 2022-09-08

  12. Planning For Retirement’s Uncertainties

    Publicerades: 2022-08-18

  13. Going Against The Grain

    Publicerades: 2022-08-04

  14. Financial Planning Considerations When You’re In Between Jobs

    Publicerades: 2022-07-21

  15. Tough Topic: Retirement & Divorce

    Publicerades: 2022-07-07

  16. Why Retirement Planning Ain’t What It Used To Be

    Publicerades: 2022-06-22

  17. Do You Concur? Picking Sides In Important Financial Debates

    Publicerades: 2022-06-08

  18. The Potential Forgiveness Of Student Loans Being Proposed

    Publicerades: 2022-05-26

  19. The New Assessment Of The Costs Of Healthcare In Retirement

    Publicerades: 2022-05-12

  20. Life Insurance & Retirement Statistics

    Publicerades: 2022-04-21

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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.

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