Unpacking America’s Top Fears: Financial, Economic & More

In this episode of Financial Choices Matter, Charles and Marc dive into the top fears that have been gripping Americans for years according to a recent Chapman University study. From fears of illness to financial instability, they break down why these concerns persist and how modern technology might be amplifying our anxieties. More importantly, they discuss how fear often influences financial decisions and why taking control of what you can manage- your financial strategy- can help bring peace of mind. Then, Charles tackles a listener's question about rebalancing investment portfolios. Is it really necessary, or is it just an arbitrary financial ritual? Tune in to hear Charles' unique take! Here’s some of what we discuss in this episode: 0:00 – Intro 2:06 – The fear of corrupt government officials 5:01 – Media and information overload 9:57 – The fear of running out of money 11:57 – Listener question on rebalancing Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ YouTube: https://www.youtube.com/@PelletonCapitalManagement

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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.