121 Episodio

  1. Innovation Causing Disruption

    Pubblicato: 04/02/2021

  2. Retirement Statistics Worth Understanding

    Pubblicato: 21/01/2021

  3. Where All My Financial Knowledge Comes From

    Pubblicato: 07/01/2021

  4. Understanding The Different Types Of Risk

    Pubblicato: 17/12/2020

  5. End Of Year Planning Tasks

    Pubblicato: 03/12/2020

  6. A 5 Question Retirement Preparedness Quiz

    Pubblicato: 19/11/2020

  7. Is Diversification For Suckers?

    Pubblicato: 05/11/2020

  8. Ep 21: The 401(k) FAQs

    Pubblicato: 15/10/2020

  9. What Retirees Should Know About Wills & Trusts

    Pubblicato: 08/10/2020

  10. Eye Opening Stats Showing How Americans Save

    Pubblicato: 17/09/2020

  11. This One’s On The House

    Pubblicato: 03/09/2020

  12. Longevity Risk

    Pubblicato: 20/08/2020

  13. Financial Issues Particularly Challenging For Women

    Pubblicato: 06/08/2020

  14. Are Complicated Portfolios Necessary?

    Pubblicato: 16/07/2020

  15. Are You Making These Classic Pre-Retiree Mistakes?

    Pubblicato: 02/07/2020

  16. Cracking Open The Financial Dictionary

    Pubblicato: 18/06/2020

  17. Traditional IRA Vs. Roth IRA

    Pubblicato: 04/06/2020

  18. How To Avoid Critical Retirement Planning Mistakes

    Pubblicato: 21/05/2020

  19. Are You Paying Attention To Your Biggest Assets?

    Pubblicato: 07/05/2020

  20. Life Events That Spark Major Changes

    Pubblicato: 16/04/2020

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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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