121 Avsnitt

  1. 5 Simple Retirement Questions (That Are Hard To Answer)

    Publicerades: 2019-05-16

  2. What's Bugging Charles

    Publicerades: 2019-02-07

  3. 50 Shades Of Gray Area

    Publicerades: 2019-01-17

  4. Top Distractions Throwing You Off Your Financial Game

    Publicerades: 2019-01-03

  5. Risk Tolerance

    Publicerades: 2018-12-20

  6. Are You Asking The Wrong Financial Questions?

    Publicerades: 2018-12-06

  7. Real Financial Advising Is Solving Problems

    Publicerades: 2018-11-15

  8. Settle The Debate - Right Or Wrong

    Publicerades: 2018-11-01

  9. Winding Back The Debt Clock

    Publicerades: 2018-10-18

  10. Important Financial Terms You Should Know

    Publicerades: 2018-10-04

  11. Retirement Planning: More Than Just Investments

    Publicerades: 2018-09-20

  12. Sales Pitches Versus True Planning

    Publicerades: 2018-09-06

  13. Fuzzy Math

    Publicerades: 2018-08-16

  14. Dealing With Divorce

    Publicerades: 2018-08-02

  15. Unique Planning Challenges

    Publicerades: 2018-07-19

  16. Making Bad Financial Assumptions

    Publicerades: 2018-07-05

  17. Risky, But Popular, Investments

    Publicerades: 2018-06-21

  18. Counterintuitive Pieces Of Financial Guidance

    Publicerades: 2018-06-07

  19. The Important Things You Should Know About 401(k) Rollovers

    Publicerades: 2018-05-24

  20. Mailbag: The 4% Rule, Ex-Husband's SS, & Big vs. Small Companies... Plus, What's Buggin' Charles?

    Publicerades: 2018-05-10

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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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