121 Avsnitt

  1. Financial Terms & Housing Questions In Retirement

    Publicerades: 2022-04-07

  2. Understanding Financial Jargon: Advisor Designations & Definitions

    Publicerades: 2022-03-17

  3. When Guessing At Retirement’s Most Important Questions Goes Wrong

    Publicerades: 2022-03-03

  4. What They’re Saying: What Is The Most Important Part Of Retirement Planning?

    Publicerades: 2022-02-17

  5. Who Even Needs A Financial Advisor?

    Publicerades: 2022-02-03

  6. What They’re Saying: 2022 Economic Predictions

    Publicerades: 2022-01-20

  7. Retirement Potpourri: Fill In The Blank

    Publicerades: 2022-01-06

  8. 22 Resolutions for 2022, Part 2

    Publicerades: 2021-12-21

  9. 22 Resolutions for 2022, Part 1

    Publicerades: 2021-12-09

  10. Quit Cutting Corners In Financial Planning

    Publicerades: 2021-11-18

  11. Retirement Jigsaw Puzzle

    Publicerades: 2021-11-04

  12. Financial Temptations

    Publicerades: 2021-10-21

  13. Income Planning Essentials

    Publicerades: 2021-10-07

  14. How Age & Wisdom Play Into Financial Planning

    Publicerades: 2021-09-16

  15. Summer Break & Inflation

    Publicerades: 2021-09-02

  16. Financial Fact Or Fiction

    Publicerades: 2021-04-15

  17. Are You Flirtin’ With Disaster?

    Publicerades: 2021-04-01

  18. The Financial Dictionary

    Publicerades: 2021-03-18

  19. This Is Why You Never Assume

    Publicerades: 2021-03-04

  20. Biggest Client Concerns

    Publicerades: 2021-02-18

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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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