121 Episodio

  1. Coronavirus Update

    Pubblicato: 02/04/2020

  2. Financial Truths

    Pubblicato: 19/03/2020

  3. What's Bugging Charles?

    Pubblicato: 05/03/2020

  4. Who Really Pays Income Taxes?

    Pubblicato: 20/02/2020

  5. The SECURE Act Passed - Now What?

    Pubblicato: 06/02/2020

  6. The Ins And Outs Of Mutual Funds

    Pubblicato: 02/01/2020

  7. Your Financial Advisor Must Have These Traits

    Pubblicato: 19/12/2019

  8. Top 5 Social Security Misunderstandings

    Pubblicato: 05/12/2019

  9. Avoiding Critical Estate Planning Mistakes

    Pubblicato: 21/11/2019

  10. It’s Good To Have Awkward Conversations

    Pubblicato: 07/11/2019

  11. Retirement Constants That Affect Everyone

    Pubblicato: 17/10/2019

  12. What Flying Teaches Us About Retirement

    Pubblicato: 03/10/2019

  13. Even Responsible Savers Make Mistakes

    Pubblicato: 19/09/2019

  14. Busting The Biggest Financial Myths

    Pubblicato: 05/09/2019

  15. Why Are You Making Excuses For Sticking With The Wrong Advisor?

    Pubblicato: 15/08/2019

  16. Why Should You Plan For Retirement With A Sense Of Urgency?

    Pubblicato: 01/08/2019

  17. Exposing 401(k) Weaknesses

    Pubblicato: 18/07/2019

  18. Are Tax Advantages Overrated?

    Pubblicato: 03/07/2019

  19. “Fake News” Impacting Your Finances

    Pubblicato: 20/06/2019

  20. Don’t Utter These Famous Last Words

    Pubblicato: 06/06/2019

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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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