Do You Concur? Picking Sides In Important Financial Debates
On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
1:09 - Main Topic: Important Financial Decisions
1:46 - Paying Off The House
6:01 - Life Insurance
8:19 - Deferring Taxes
11:11 - Credit Cards
13:18 - Start Social Security As Soon As Possible
15:56 - Mailbag: Buddy Asks How To Fill Medicare Time Gap
17:49 - Upcoming Workshops
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.