Financial Choices Matter
A podcast by Charles Scott - Joi
121 Episoade
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Exposing Common Retirement Complaints
Publicat: 10.08.2023 -
Unsure, Confident, or Certain: Retirement Planning Next Steps
Publicat: 08.06.2023 -
The 5 Biggest Money Mistakes In Retirement Planning
Publicat: 11.05.2023 -
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Publicat: 13.04.2023 -
Retirement Expenses For Which You Forgot To Plan
Publicat: 16.03.2023 -
Where $1 Million Runs Out Fastest
Publicat: 09.02.2023 -
2023 Edition: 10 Point Checklist For Retirement Preparedness
Publicat: 19.01.2023 -
Most Common Retirement Planning Questions About Taxes
Publicat: 20.10.2022 -
How Bonds Work: What Retirees Need To Know
Publicat: 06.10.2022 -
Please Read The Fine Print
Publicat: 22.09.2022 -
Getting It Right: Irreversible Financial Decisions
Publicat: 08.09.2022 -
Planning For Retirement’s Uncertainties
Publicat: 18.08.2022 -
Going Against The Grain
Publicat: 04.08.2022 -
Financial Planning Considerations When You’re In Between Jobs
Publicat: 21.07.2022 -
Tough Topic: Retirement & Divorce
Publicat: 07.07.2022 -
Why Retirement Planning Ain’t What It Used To Be
Publicat: 22.06.2022 -
Do You Concur? Picking Sides In Important Financial Debates
Publicat: 08.06.2022 -
The Potential Forgiveness Of Student Loans Being Proposed
Publicat: 26.05.2022 -
The New Assessment Of The Costs Of Healthcare In Retirement
Publicat: 12.05.2022 -
Life Insurance & Retirement Statistics
Publicat: 21.04.2022
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.
