121 Odcinki

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

    Opublikowany: 16.05.2019

  2. What's Bugging Charles

    Opublikowany: 7.02.2019

  3. 50 Shades Of Gray Area

    Opublikowany: 17.01.2019

  4. Top Distractions Throwing You Off Your Financial Game

    Opublikowany: 3.01.2019

  5. Risk Tolerance

    Opublikowany: 20.12.2018

  6. Are You Asking The Wrong Financial Questions?

    Opublikowany: 6.12.2018

  7. Real Financial Advising Is Solving Problems

    Opublikowany: 15.11.2018

  8. Settle The Debate - Right Or Wrong

    Opublikowany: 1.11.2018

  9. Winding Back The Debt Clock

    Opublikowany: 18.10.2018

  10. Important Financial Terms You Should Know

    Opublikowany: 4.10.2018

  11. Retirement Planning: More Than Just Investments

    Opublikowany: 20.09.2018

  12. Sales Pitches Versus True Planning

    Opublikowany: 6.09.2018

  13. Fuzzy Math

    Opublikowany: 16.08.2018

  14. Dealing With Divorce

    Opublikowany: 2.08.2018

  15. Unique Planning Challenges

    Opublikowany: 19.07.2018

  16. Making Bad Financial Assumptions

    Opublikowany: 5.07.2018

  17. Risky, But Popular, Investments

    Opublikowany: 21.06.2018

  18. Counterintuitive Pieces Of Financial Guidance

    Opublikowany: 7.06.2018

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

    Opublikowany: 24.05.2018

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

    Opublikowany: 10.05.2018

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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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