121 Avsnitt

  1. Coronavirus Update

    Publicerades: 2020-04-02

  2. Financial Truths

    Publicerades: 2020-03-19

  3. What's Bugging Charles?

    Publicerades: 2020-03-05

  4. Who Really Pays Income Taxes?

    Publicerades: 2020-02-20

  5. The SECURE Act Passed - Now What?

    Publicerades: 2020-02-06

  6. The Ins And Outs Of Mutual Funds

    Publicerades: 2020-01-02

  7. Your Financial Advisor Must Have These Traits

    Publicerades: 2019-12-19

  8. Top 5 Social Security Misunderstandings

    Publicerades: 2019-12-05

  9. Avoiding Critical Estate Planning Mistakes

    Publicerades: 2019-11-21

  10. It’s Good To Have Awkward Conversations

    Publicerades: 2019-11-07

  11. Retirement Constants That Affect Everyone

    Publicerades: 2019-10-17

  12. What Flying Teaches Us About Retirement

    Publicerades: 2019-10-03

  13. Even Responsible Savers Make Mistakes

    Publicerades: 2019-09-19

  14. Busting The Biggest Financial Myths

    Publicerades: 2019-09-05

  15. Why Are You Making Excuses For Sticking With The Wrong Advisor?

    Publicerades: 2019-08-15

  16. Why Should You Plan For Retirement With A Sense Of Urgency?

    Publicerades: 2019-08-01

  17. Exposing 401(k) Weaknesses

    Publicerades: 2019-07-18

  18. Are Tax Advantages Overrated?

    Publicerades: 2019-07-03

  19. “Fake News” Impacting Your Finances

    Publicerades: 2019-06-20

  20. Don’t Utter These Famous Last Words

    Publicerades: 2019-06-06

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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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