121 Avsnitt

  1. Innovation Causing Disruption

    Publicerades: 2021-02-04

  2. Retirement Statistics Worth Understanding

    Publicerades: 2021-01-21

  3. Where All My Financial Knowledge Comes From

    Publicerades: 2021-01-07

  4. Understanding The Different Types Of Risk

    Publicerades: 2020-12-17

  5. End Of Year Planning Tasks

    Publicerades: 2020-12-03

  6. A 5 Question Retirement Preparedness Quiz

    Publicerades: 2020-11-19

  7. Is Diversification For Suckers?

    Publicerades: 2020-11-05

  8. Ep 21: The 401(k) FAQs

    Publicerades: 2020-10-15

  9. What Retirees Should Know About Wills & Trusts

    Publicerades: 2020-10-08

  10. Eye Opening Stats Showing How Americans Save

    Publicerades: 2020-09-17

  11. This One’s On The House

    Publicerades: 2020-09-03

  12. Longevity Risk

    Publicerades: 2020-08-20

  13. Financial Issues Particularly Challenging For Women

    Publicerades: 2020-08-06

  14. Are Complicated Portfolios Necessary?

    Publicerades: 2020-07-16

  15. Are You Making These Classic Pre-Retiree Mistakes?

    Publicerades: 2020-07-02

  16. Cracking Open The Financial Dictionary

    Publicerades: 2020-06-18

  17. Traditional IRA Vs. Roth IRA

    Publicerades: 2020-06-04

  18. How To Avoid Critical Retirement Planning Mistakes

    Publicerades: 2020-05-21

  19. Are You Paying Attention To Your Biggest Assets?

    Publicerades: 2020-05-07

  20. Life Events That Spark Major Changes

    Publicerades: 2020-04-16

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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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