121 Epizód

  1. Coronavirus Update

    Közzétéve: 2020. 04. 02.

  2. Financial Truths

    Közzétéve: 2020. 03. 19.

  3. What's Bugging Charles?

    Közzétéve: 2020. 03. 05.

  4. Who Really Pays Income Taxes?

    Közzétéve: 2020. 02. 20.

  5. The SECURE Act Passed - Now What?

    Közzétéve: 2020. 02. 06.

  6. The Ins And Outs Of Mutual Funds

    Közzétéve: 2020. 01. 02.

  7. Your Financial Advisor Must Have These Traits

    Közzétéve: 2019. 12. 19.

  8. Top 5 Social Security Misunderstandings

    Közzétéve: 2019. 12. 05.

  9. Avoiding Critical Estate Planning Mistakes

    Közzétéve: 2019. 11. 21.

  10. It’s Good To Have Awkward Conversations

    Közzétéve: 2019. 11. 07.

  11. Retirement Constants That Affect Everyone

    Közzétéve: 2019. 10. 17.

  12. What Flying Teaches Us About Retirement

    Közzétéve: 2019. 10. 03.

  13. Even Responsible Savers Make Mistakes

    Közzétéve: 2019. 09. 19.

  14. Busting The Biggest Financial Myths

    Közzétéve: 2019. 09. 05.

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

    Közzétéve: 2019. 08. 15.

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

    Közzétéve: 2019. 08. 01.

  17. Exposing 401(k) Weaknesses

    Közzétéve: 2019. 07. 18.

  18. Are Tax Advantages Overrated?

    Közzétéve: 2019. 07. 03.

  19. “Fake News” Impacting Your Finances

    Közzétéve: 2019. 06. 20.

  20. Don’t Utter These Famous Last Words

    Közzétéve: 2019. 06. 06.

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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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