121 Episodes

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

    Published: 4/10/2025
  2. How To Invest Like Politicians… And Should You?

    Published: 3/13/2025
  3. Unpacking America’s Top Fears: Financial, Economic & More

    Published: 2/6/2025
  4. 6 Retirement Blunders Millionaires AVOID

    Published: 1/23/2025
  5. What Are The Odds of Needing Long-Term Care?

    Published: 1/9/2025
  6. Why You Need To Do An End Of The Year Insurance Review

    Published: 12/19/2024
  7. Why Financial Choices Matter: The Tale Of Two Sisters

    Published: 12/5/2024
  8. Inflation Made Simple: Understanding Inflation

    Published: 11/21/2024
  9. Who Really Pays Taxes?

    Published: 11/7/2024
  10. The Retirement Jigsaw Puzzle

    Published: 10/17/2024
  11. The True Cost Of Long Term Care

    Published: 10/3/2024
  12. Listener Questions: What Is American Funds & How Aggressive Should My Savings Plan Be To Retire By 60?

    Published: 9/26/2024
  13. Gen Z and Millennials Are Struggling To Save: Here’s Why

    Published: 9/12/2024
  14. The Retirement Planning “Aha” Moment

    Published: 9/5/2024
  15. Listener Questions: Should You Take Social Security Earlier, Rollover Options, & Can One Firm Manage EVERYTHING?!

    Published: 7/11/2024
  16. 5 Pillars of Financial Planning

    Published: 1/11/2024
  17. Strategic Planning for Retiree Healthcare

    Published: 12/14/2023
  18. What’s Buggin’ Charles?

    Published: 11/9/2023
  19. The Future of Retirement In America: Is The Glass Half Full or Half Empty?

    Published: 10/12/2023
  20. Ready Or Not Retirement

    Published: 9/14/2023

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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.