In this episode, we tackle the common complaints and fears about financial situations during retirement. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
0:37 - Main Topic: Retirement Planning Complaints2:18 - Too Much Risk4:39 - Fees Are Too High7:50 - Social Security Won’t Be Enough To Cover My Expenses9:08 - My Account Didn’t Do Very Well10:57 - I Only Hear From My Advisor When They Want To Sell Me Something13:32 - Mailbag: Brian Asks About Long Term Care Policies
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.