Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
2:13 - Main Topic: Retirement Statistics
2:30 - 17% Of American Workers Are Confident They Can Retire
5:04 - The Average 65 Year Old Woman Has A Life Expectancy Of 20.7 More Years
8:00 - 16.5% Of Our Country’s Population Is 65+
11:09 - The Average Retiree Faces Around 300K Of Out Of Pocket Medical Expenses
12:39 - 20% Of People Have Had A Written Plan Done
16:12 - Getting To Know: Who Besides Your Parents, Taught You The Most About Life?
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.