This is part 2 to our resolutions for 2022. See if you might be able to implement a couple of these to kick off the new year in good, financial health.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
2:20 - Check Your Credit
4:00 - Check Your Fees
6:36 - Share Your Knowledge
8:49 - Donation Opportunities
10:52 - Review Your Tax Bracket
13:13 - Ask If A Roth Conversion Is Right For You
14:48 - Update Your Paycheck Withholdings
15:52 - Rebalance Your Portfolio
16:56 - Plan Your Transition To Retirement
19:02 - Consolidate Accounts
20:25 - Listen To More Episodes Of This Podcast
Om Podcasten
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.