There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
1:38 - Main Topic: The Different Types Of Risk
2:17 - Market Risk
3:29 - Inflation Risk
5:01 - Tax Rate Risk
5:44 - Longevity Risk
10:04 - Mailbag: Ellen Asks If She Should Refinance Her Mortgage
15:24 - Getting To Know You: How Did You Decide On Your Children’s Names?
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.