The Retirement Jigsaw Puzzle

Think of your financial future like a jigsaw puzzle. Each piece- whether it's taxes, insurance, retirement accounts, or estate planning- represents a critical part of your financial life. Without the box cover it’s hard to know how each piece fits. Understanding how the pieces of your financial puzzle interact is key to achieving your long-term goals. That’s why having someone to help you put it all together who understands the big picture can be incredibly beneficial. As you listen to this episode, consider how your own financial puzzle is coming together. Do you have a clear view of the box cover? Are there pieces that don't quite fit? Tune in and let’s explore this concept together! Here’s some of what we discuss in this episode: 0:00 – Intro 2:58 – The key pieces of the retirement puzzle 4:21 – The risks of DIYing your retirement 6:29 – Why you should talk to a professional 8:31 – Finding the right fit 11:41– Listener question Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ YouTube: https://www.youtube.com/@PelletonCapitalManagement

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.