We run through the laundry list of top concerns that many retirees and pre retirees have. Charles discusses how he address them and what is the underlying theme that is causing those concerns.
Contact:
Phone Number: 480-513-1830
Website: <a href='http://pelletoncapital.com/'>https://pelletoncapital.com/</a>
Show Notes: 
2:04 - Main Topic: Client Concerns
2:17 - What Are Some Top Concerns?
4:01 - Dog Analogy
8:00 - Wall Street Has Set Low Expectations
14:00 - Elon Musk’s Recent Rise In Wealth

We run through the laundry list of top concerns that many retirees and pre retirees have. Charles discusses how he address them and what is the underlying theme that is causing those concerns. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 2:04 - Main Topic: Client Concerns 2:17 - What Are Some Top Concerns? 4:01 - Dog Analogy 8:00 - Wall Street Has Set Low Expectations 14:00 - Elon Musk’s Recent Rise In Wealth

We run through the laundry list of top concerns that many retirees and pre retirees have. Charles discusses how he address them and what is the underlying theme that is causing those concerns.
Contact:
Phone Number: 480-513-1830
Website: <a href="http://pelletoncapital.com/" rel="noopener noreferrer">https://pelletoncapital.com/</a>
Show Notes:&nbsp;
2:04 - Main Topic: Client Concerns
2:17 - What Are Some Top Concerns?
4:01 - Dog Analogy
8:00 - Wall Street Has Set Low Expectations
14:00 - Elon Musk’s Recent Rise In Wealth

Biggest Client Concerns

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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Biggest Client Concerns

Biggest Client Concerns