How Age & Wisdom Play Into Financial Planning

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Essentialism: https://amzn.to/3DI8Af5 Digital Minimalism: https://amzn.to/3DyHCX2 Show Notes:  2:19 - Age, Wisdom, & Information 4:52 - Things We Wished We Had Known Sooner 6:39 - Do People Tend To Worry About Finances More, Or Less When Approaching Retirement? 8:50 - Leaving A Legacy 12:18 - Mailbag: Karen Asks If She Should Use A Robo Advisor 15:42 - Summer Reading

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.