Unsure, Confident, or Certain: Retirement Planning Next Steps

It’s not just the financially uncertain who need to think carefully about their retirement plan. Even those who feel confident in their retirement savings might still have important questions to answer and decisions to make. In this episode, we'll explore the three retirement planning mindsets: those who have no idea if they can retire, those who think they have enough money to retire, and those who know for sure they have enough money to retire. We'll discuss the key considerations and next steps for each of these mindsets to help you prepare for a fulfilling retirement. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:23 - Main Topic: Unsure, Confident, or Certain: Retirement Planning Next Steps 1:59 - I Have No Idea If I Can Retire 5:11 - I Think I Have Enough Money To Retire 7:57 - I Know I Have Enough Money To Retire 9:35 - New Long-Term Care Product 14:07 - Mailbag: Laura Asks If Her Account Is Too Small For Her Financial Advisor To Care About  

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.