121 Episodio

  1. Exposing Common Retirement Complaints

    Pubblicato: 10/08/2023

  2. Unsure, Confident, or Certain: Retirement Planning Next Steps

    Pubblicato: 08/06/2023

  3. The 5 Biggest Money Mistakes In Retirement Planning

    Pubblicato: 11/05/2023

  4. Retirement Savings Basics: What’s The Purpose Of All My Accounts?

    Pubblicato: 13/04/2023

  5. Retirement Expenses For Which You Forgot To Plan

    Pubblicato: 16/03/2023

  6. Where $1 Million Runs Out Fastest

    Pubblicato: 09/02/2023

  7. 2023 Edition: 10 Point Checklist For Retirement Preparedness

    Pubblicato: 19/01/2023

  8. Most Common Retirement Planning Questions About Taxes

    Pubblicato: 20/10/2022

  9. How Bonds Work: What Retirees Need To Know

    Pubblicato: 06/10/2022

  10. Please Read The Fine Print

    Pubblicato: 22/09/2022

  11. Getting It Right: Irreversible Financial Decisions

    Pubblicato: 08/09/2022

  12. Planning For Retirement’s Uncertainties

    Pubblicato: 18/08/2022

  13. Going Against The Grain

    Pubblicato: 04/08/2022

  14. Financial Planning Considerations When You’re In Between Jobs

    Pubblicato: 21/07/2022

  15. Tough Topic: Retirement & Divorce

    Pubblicato: 07/07/2022

  16. Why Retirement Planning Ain’t What It Used To Be

    Pubblicato: 22/06/2022

  17. Do You Concur? Picking Sides In Important Financial Debates

    Pubblicato: 08/06/2022

  18. The Potential Forgiveness Of Student Loans Being Proposed

    Pubblicato: 26/05/2022

  19. The New Assessment Of The Costs Of Healthcare In Retirement

    Pubblicato: 12/05/2022

  20. Life Insurance & Retirement Statistics

    Pubblicato: 21/04/2022

2 / 7

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.

Visit the podcast's native language site