This episode is all about addressing the most frequently asked questions about 401(k)s.
Contact:
Phone Number: 480-513-1830
Website: <a href='http://pelletoncapital.com/'>https://pelletoncapital.com/</a>
Show Notes: 
1:30 - Main Topic: 401(K) FAQs
1:49 - Taking A 401(K) Loan
4:13 - Roth Option
6:15 - Finding The Right Advisor
10:52 - Mailbag: Sally Asks If She Is Eligible For Half Of Her Ex-Husband’s Social Security Benefit

This episode is all about addressing the most frequently asked questions about 401(k)s. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 1:30 - Main Topic: 401(K) FAQs 1:49 - Taking A 401(K) Loan 4:13 - Roth Option 6:15 - Finding The Right Advisor 10:52 - Mailbag: Sally Asks If She Is Eligible For Half Of Her Ex-Husband’s Social Security Benefit

This episode is all about addressing the most frequently asked questions about 401(k)s.
Contact:
Phone Number: 480-513-1830
Website: <a href="http://pelletoncapital.com/" rel="noopener noreferrer">https://pelletoncapital.com/</a>
Show Notes:&nbsp;
1:30 - Main Topic: 401(K) FAQs
1:49 - Taking A 401(K) Loan
4:13 - Roth Option
6:15 - Finding The Right Advisor
10:52 - Mailbag: Sally Asks If She Is Eligible For Half Of Her Ex-Husband’s Social Security Benefit

Ep 21: The 401(k) FAQs

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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Ep 21: The 401(k) FAQs

Ep 21: The 401(k) FAQs