121 Epizód

  1. Financial Terms & Housing Questions In Retirement

    Közzétéve: 2022. 04. 07.

  2. Understanding Financial Jargon: Advisor Designations & Definitions

    Közzétéve: 2022. 03. 17.

  3. When Guessing At Retirement’s Most Important Questions Goes Wrong

    Közzétéve: 2022. 03. 03.

  4. What They’re Saying: What Is The Most Important Part Of Retirement Planning?

    Közzétéve: 2022. 02. 17.

  5. Who Even Needs A Financial Advisor?

    Közzétéve: 2022. 02. 03.

  6. What They’re Saying: 2022 Economic Predictions

    Közzétéve: 2022. 01. 20.

  7. Retirement Potpourri: Fill In The Blank

    Közzétéve: 2022. 01. 06.

  8. 22 Resolutions for 2022, Part 2

    Közzétéve: 2021. 12. 21.

  9. 22 Resolutions for 2022, Part 1

    Közzétéve: 2021. 12. 09.

  10. Quit Cutting Corners In Financial Planning

    Közzétéve: 2021. 11. 18.

  11. Retirement Jigsaw Puzzle

    Közzétéve: 2021. 11. 04.

  12. Financial Temptations

    Közzétéve: 2021. 10. 21.

  13. Income Planning Essentials

    Közzétéve: 2021. 10. 07.

  14. How Age & Wisdom Play Into Financial Planning

    Közzétéve: 2021. 09. 16.

  15. Summer Break & Inflation

    Közzétéve: 2021. 09. 02.

  16. Financial Fact Or Fiction

    Közzétéve: 2021. 04. 15.

  17. Are You Flirtin’ With Disaster?

    Közzétéve: 2021. 04. 01.

  18. The Financial Dictionary

    Közzétéve: 2021. 03. 18.

  19. This Is Why You Never Assume

    Közzétéve: 2021. 03. 04.

  20. Biggest Client Concerns

    Közzétéve: 2021. 02. 18.

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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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