121 Episodes

  1. Financial Terms & Housing Questions In Retirement

    Published: 4/7/2022

  2. Understanding Financial Jargon: Advisor Designations & Definitions

    Published: 3/17/2022

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

    Published: 3/3/2022

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

    Published: 2/17/2022

  5. Who Even Needs A Financial Advisor?

    Published: 2/3/2022

  6. What They’re Saying: 2022 Economic Predictions

    Published: 1/20/2022

  7. Retirement Potpourri: Fill In The Blank

    Published: 1/6/2022

  8. 22 Resolutions for 2022, Part 2

    Published: 12/21/2021

  9. 22 Resolutions for 2022, Part 1

    Published: 12/9/2021

  10. Quit Cutting Corners In Financial Planning

    Published: 11/18/2021

  11. Retirement Jigsaw Puzzle

    Published: 11/4/2021

  12. Financial Temptations

    Published: 10/21/2021

  13. Income Planning Essentials

    Published: 10/7/2021

  14. How Age & Wisdom Play Into Financial Planning

    Published: 9/16/2021

  15. Summer Break & Inflation

    Published: 9/2/2021

  16. Financial Fact Or Fiction

    Published: 4/15/2021

  17. Are You Flirtin’ With Disaster?

    Published: 4/1/2021

  18. The Financial Dictionary

    Published: 3/18/2021

  19. This Is Why You Never Assume

    Published: 3/4/2021

  20. Biggest Client Concerns

    Published: 2/18/2021

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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.