Financial Choices Matter
Un pódcast de Charles Scott - Jueves
121 Episodo
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Financial Terms & Housing Questions In Retirement
Publicado: 7/4/2022 -
Understanding Financial Jargon: Advisor Designations & Definitions
Publicado: 17/3/2022 -
When Guessing At Retirement’s Most Important Questions Goes Wrong
Publicado: 3/3/2022 -
What They’re Saying: What Is The Most Important Part Of Retirement Planning?
Publicado: 17/2/2022 -
Who Even Needs A Financial Advisor?
Publicado: 3/2/2022 -
What They’re Saying: 2022 Economic Predictions
Publicado: 20/1/2022 -
Retirement Potpourri: Fill In The Blank
Publicado: 6/1/2022 -
22 Resolutions for 2022, Part 2
Publicado: 21/12/2021 -
22 Resolutions for 2022, Part 1
Publicado: 9/12/2021 -
Quit Cutting Corners In Financial Planning
Publicado: 18/11/2021 -
Retirement Jigsaw Puzzle
Publicado: 4/11/2021 -
Financial Temptations
Publicado: 21/10/2021 -
Income Planning Essentials
Publicado: 7/10/2021 -
How Age & Wisdom Play Into Financial Planning
Publicado: 16/9/2021 -
Summer Break & Inflation
Publicado: 2/9/2021 -
Financial Fact Or Fiction
Publicado: 15/4/2021 -
Are You Flirtin’ With Disaster?
Publicado: 1/4/2021 -
The Financial Dictionary
Publicado: 18/3/2021 -
This Is Why You Never Assume
Publicado: 4/3/2021 -
Biggest Client Concerns
Publicado: 18/2/2021
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.
