Financial Choices Matter
Ein Podcast von Charles Scott - Donnerstags
121 Folgen
-
Innovation Causing Disruption
Vom: 4.2.2021 -
Retirement Statistics Worth Understanding
Vom: 21.1.2021 -
Where All My Financial Knowledge Comes From
Vom: 7.1.2021 -
Understanding The Different Types Of Risk
Vom: 17.12.2020 -
End Of Year Planning Tasks
Vom: 3.12.2020 -
A 5 Question Retirement Preparedness Quiz
Vom: 19.11.2020 -
Is Diversification For Suckers?
Vom: 5.11.2020 -
Ep 21: The 401(k) FAQs
Vom: 15.10.2020 -
What Retirees Should Know About Wills & Trusts
Vom: 8.10.2020 -
Eye Opening Stats Showing How Americans Save
Vom: 17.9.2020 -
This One’s On The House
Vom: 3.9.2020 -
Longevity Risk
Vom: 20.8.2020 -
Financial Issues Particularly Challenging For Women
Vom: 6.8.2020 -
Are Complicated Portfolios Necessary?
Vom: 16.7.2020 -
Are You Making These Classic Pre-Retiree Mistakes?
Vom: 2.7.2020 -
Cracking Open The Financial Dictionary
Vom: 18.6.2020 -
Traditional IRA Vs. Roth IRA
Vom: 4.6.2020 -
How To Avoid Critical Retirement Planning Mistakes
Vom: 21.5.2020 -
Are You Paying Attention To Your Biggest Assets?
Vom: 7.5.2020 -
Life Events That Spark Major Changes
Vom: 16.4.2020
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.
