121 Epizód

  1. Filial Laws & Media Madness: Could You Owe Your Parents’ Debts?

    Közzétéve: 2025. 04. 10.

  2. How To Invest Like Politicians… And Should You?

    Közzétéve: 2025. 03. 13.

  3. Unpacking America’s Top Fears: Financial, Economic & More

    Közzétéve: 2025. 02. 06.

  4. 6 Retirement Blunders Millionaires AVOID

    Közzétéve: 2025. 01. 23.

  5. What Are The Odds of Needing Long-Term Care?

    Közzétéve: 2025. 01. 09.

  6. Why You Need To Do An End Of The Year Insurance Review

    Közzétéve: 2024. 12. 19.

  7. Why Financial Choices Matter: The Tale Of Two Sisters

    Közzétéve: 2024. 12. 05.

  8. Inflation Made Simple: Understanding Inflation

    Közzétéve: 2024. 11. 21.

  9. Who Really Pays Taxes?

    Közzétéve: 2024. 11. 07.

  10. The Retirement Jigsaw Puzzle

    Közzétéve: 2024. 10. 17.

  11. The True Cost Of Long Term Care

    Közzétéve: 2024. 10. 03.

  12. Listener Questions: What Is American Funds & How Aggressive Should My Savings Plan Be To Retire By 60?

    Közzétéve: 2024. 09. 26.

  13. Gen Z and Millennials Are Struggling To Save: Here’s Why

    Közzétéve: 2024. 09. 12.

  14. The Retirement Planning “Aha” Moment

    Közzétéve: 2024. 09. 05.

  15. Listener Questions: Should You Take Social Security Earlier, Rollover Options, & Can One Firm Manage EVERYTHING?!

    Közzétéve: 2024. 07. 11.

  16. 5 Pillars of Financial Planning

    Közzétéve: 2024. 01. 11.

  17. Strategic Planning for Retiree Healthcare

    Közzétéve: 2023. 12. 14.

  18. What’s Buggin’ Charles?

    Közzétéve: 2023. 11. 09.

  19. The Future of Retirement In America: Is The Glass Half Full or Half Empty?

    Közzétéve: 2023. 10. 12.

  20. Ready Or Not Retirement

    Közzétéve: 2023. 09. 14.

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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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