Financial Choices Matter
Weekly financial and retirement planning guidance from Scottsdale's Charles Scott of Pelleton Capital Management....more
Charles Scott
All Episodes (106)
From new to old
From new to old
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1. 5 Pillars of Financial Planning
Jan 11,2024 24:23 -
2. Strategic Planning for Retiree Healthcare
Dec 14,2023 19:30 -
3. What’s Buggin’ Charles?
Nov 09,2023 23:23 -
5. Ready Or Not Retirement
Sep 14,2023 21:27 -
6. Exposing Common Retirement Complaints
Aug 10,2023 17:25 -
7. Unsure, Confident, or Certain: Retirement Planning Next Steps
Jun 08,2023 19:38 -
8. The 5 Biggest Money Mistakes In Retirement Planning
May 11,2023 20:08 -
9. Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Apr 13,2023 21:13 -
10. Retirement Expenses For Which You Forgot To Plan
Mar 16,2023 20:14 -
11. Where $1 Million Runs Out Fastest
Feb 09,2023 20:30 -
12. 2023 Edition: 10 Point Checklist For Retirement Preparedness
Jan 19,2023 23:31 -
13. Most Common Retirement Planning Questions About Taxes
Oct 20,2022 19:30 -
14. How Bonds Work: What Retirees Need To Know
Oct 06,2022 14:58 -
15. Please Read The Fine Print
Sep 22,2022 19:24 -
16. Getting It Right: Irreversible Financial Decisions
Sep 08,2022 17:46 -
17. Planning For Retirement’s Uncertainties
Aug 18,2022 26:24 -
18. Going Against The Grain
Aug 04,2022 20:19 -
19. Financial Planning Considerations When You’re In Between Jobs
Jul 21,2022 22:30 -
20. Tough Topic: Retirement & Divorce
Jul 07,2022 20:36 -
21. Why Retirement Planning Ain’t What It Used To Be
Jun 22,2022 23:04 -
22. Do You Concur? Picking Sides In Important Financial Debates
Jun 08,2022 21:10 -
23. The Potential Forgiveness Of Student Loans Being Proposed
May 26,2022 22:04 -
24. The New Assessment Of The Costs Of Healthcare In Retirement
May 12,2022 18:12 -
25. Life Insurance & Retirement Statistics
Apr 21,2022 22:24 -
26. Financial Terms & Housing Questions In Retirement
Apr 07,2022 22:14 -
27. Understanding Financial Jargon: Advisor Designations & Definitions
Mar 17,2022 19:56 -
28. When Guessing At Retirement’s Most Important Questions Goes Wrong
Mar 03,2022 20:12 -
30. Who Even Needs A Financial Advisor?
Feb 03,2022 18:28 -
31. What They’re Saying: 2022 Economic Predictions
Jan 20,2022 18:49 -
32. Retirement Potpourri: Fill In The Blank
Jan 06,2022 17:16 -
33. 22 Resolutions for 2022, Part 2
Dec 21,2021 22:39 -
34. 22 Resolutions for 2022, Part 1
Dec 09,2021 23:05 -
35. Quit Cutting Corners In Financial Planning
Nov 18,2021 21:36 -
36. Retirement Jigsaw Puzzle
Nov 04,2021 21:12 -
37. Financial Temptations
Oct 21,2021 24:07 -
38. Income Planning Essentials
Oct 07,2021 22:57 -
39. How Age & Wisdom Play Into Financial Planning
Sep 16,2021 21:55 -
40. Summer Break & Inflation
Sep 02,2021 18:32 -
41. Financial Fact Or Fiction
Apr 15,2021 21:17 -
42. Are You Flirtin’ With Disaster?
Apr 01,2021 16:55 -
43. The Financial Dictionary
Mar 18,2021 13:46 -
44. This Is Why You Never Assume
Mar 04,2021 19:56 -
45. Biggest Client Concerns
Feb 18,2021 18:26 -
46. Innovation Causing Disruption
Feb 04,2021 14:56 -
47. Retirement Statistics Worth Understanding
Jan 21,2021 21:03 -
48. Where All My Financial Knowledge Comes From
Jan 07,2021 19:07 -
49. Understanding The Different Types Of Risk
Dec 17,2020 19:03 -
50. End Of Year Planning Tasks
Dec 03,2020 18:09 -
51. A 5 Question Retirement Preparedness Quiz
Nov 19,2020 20:47 -
52. Is Diversification For Suckers?
Nov 05,2020 16:12 -
53. Ep 21: The 401(k) FAQs
Oct 15,2020 16:49 -
54. What Retirees Should Know About Wills & Trusts
Oct 08,2020 14:54 -
55. Eye Opening Stats Showing How Americans Save
Sep 17,2020 16:25 -
56. This One’s On The House
Sep 03,2020 15:38 -
57. Longevity Risk
Aug 20,2020 20:51 -
58. Financial Issues Particularly Challenging For Women
Aug 06,2020 18:24 -
59. Are Complicated Portfolios Necessary?
Jul 16,2020 17:41 -
60. Are You Making These Classic Pre-Retiree Mistakes?
Jul 02,2020 14:22 -
61. Cracking Open The Financial Dictionary
Jun 18,2020 19:52 -
62. Traditional IRA Vs. Roth IRA
Jun 04,2020 16:37 -
63. How To Avoid Critical Retirement Planning Mistakes
May 21,2020 20:09 -
64. Are You Paying Attention To Your Biggest Assets?
May 07,2020 19:49 -
65. Life Events That Spark Major Changes
Apr 16,2020 23:31 -
66. Coronavirus Update
Apr 02,2020 23:13 -
67. Financial Truths
Mar 19,2020 16:58 -
68. What's Bugging Charles?
Mar 05,2020 17:07 -
69. Who Really Pays Income Taxes?
Feb 20,2020 21:35 -
70. The SECURE Act Passed - Now What?
Feb 06,2020 18:31 -
71. The Ins And Outs Of Mutual Funds
Jan 02,2020 18:17 -
72. Your Financial Advisor Must Have These Traits
Dec 19,2019 18:48 -
73. Top 5 Social Security Misunderstandings
Dec 05,2019 18:38 -
74. Avoiding Critical Estate Planning Mistakes
Nov 21,2019 17:07 -
75. It’s Good To Have Awkward Conversations
Nov 07,2019 22:20 -
76. Retirement Constants That Affect Everyone
Oct 17,2019 18:28 -
77. What Flying Teaches Us About Retirement
Oct 03,2019 16:38 -
78. Even Responsible Savers Make Mistakes
Sep 19,2019 14:43 -
79. Busting The Biggest Financial Myths
Sep 05,2019 17:38 -
80. Why Are You Making Excuses For Sticking With The Wrong Advisor?
Aug 15,2019 16:13 -
81. Why Should You Plan For Retirement With A Sense Of Urgency?
Aug 01,2019 20:06 -
82. Exposing 401(k) Weaknesses
Jul 18,2019 13:52 -
83. Are Tax Advantages Overrated?
Jul 03,2019 18:23 -
84. “Fake News” Impacting Your Finances
Jun 20,2019 15:56 -
86. 5 Simple Retirement Questions (That Are Hard To Answer)
May 16,2019 17:29 -
90. Risk Tolerance
Dec 20,2018 15:20 -
92. Real Financial Advising Is Solving Problems
Nov 15,2018 17:09 -
93. Settle The Debate - Right Or Wrong
Nov 01,2018 19:05 -
94. Winding Back The Debt Clock
Oct 18,2018 13:28 -
95. Important Financial Terms You Should Know
Oct 04,2018 13:32 -
99. Dealing With Divorce
Aug 02,2018 25:41 -
101. Making Bad Financial Assumptions
Jul 05,2018 25:05 -
102. Risky, But Popular, Investments
Jun 21,2018 16:29 -
103. Counterintuitive Pieces Of Financial Guidance
Jun 07,2018 27:30 -
104. The Important Things You Should Know About 401(k) Rollovers
May 24,2018 19:58 -
106. The Silent Killer (of Retirement): Inflation
Apr 26,2018 21:44
Financial Choices Matter
Weekly financial and retirement planning guidance from Scottsdale's Charles Scott of Pelleton Capital Management.
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