Financial Choices Matter Charles Scott

In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.
 
Show Notes: 
0:48 - Main Topic: 5 Part To Financial Planning2:00 - Income4:41 - Tax Planning8:22 - Estate Planning11:10 - Investment Planning14:44 - Risk Management18:12 - Mailbag: Carl Asks About Selling Land
 
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
 

In today's episode, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? We'll discuss everything from Medicare complexities to strategies for managing unexpected health-related expenses. Tune in as we break down the essentials of healthcare financial planning for retirees.
 
Show Notes: 
0:45 - Main Topic: Strategic Planning for Retiree Healthcare
1:55 - Misconceptions
4:35 - Major healthcare related expenses
9:36 - Long term care insurance
13:59 - Mailbag: Jenny asks what she should do with her raise
 
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/

There's a lot going on in the financial industry. In today's episode, Charles is going to address some of the things that are driving him crazy in the community, from the plethora of confusing financial designations to the lack of attention given to long-term care planning. At the end of the episode, Charles answers a listener question about combining finances and discusses the importance of financial communication in a relationship.
 
Show Notes: 
1:05 - Main Topic: What’s Buggin’ Charles?1:54 - Designations6:11 - Not Enough Emphasis On Long Term Care Conversations17:54 - Mailbag: Valerie Asks For Advice On Combining Finances
 
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “Is the glass half full or half empty?"
 
Show Notes: 
0:55 - Main Topic: Future Of Retirement
2:49 - Long Term Care
6:37 - Longevity
9:01 - Taxes
13:38 - Stock Market
16:38 - Mailbag: Randall Asks If He Should Start Working With A Financial Advisor
 
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/

Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.
 
Show Notes: 
0:32 - Main Topic: Ready Or Not Retirement2:18 - Don’t Want To Retire7:46 - Lack Of Confidence11:09 - Not Enough To Retire15:38 - Mailbag: Greg Asks If He Should Take The Pension Buyout, Or Go With The Monthly Payments
 
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/

In this episode, we tackle the common complaints and fears about financial situations during retirement. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes: 
0:37 - Main Topic: Retirement Planning Complaints2:18 - Too Much Risk4:39 - Fees Are Too High7:50 - Social Security Won’t Be Enough To Cover My Expenses9:08 - My Account Didn’t Do Very Well10:57 - I Only Hear From My Advisor When They Want To Sell Me Something13:32 - Mailbag: Brian Asks About Long Term Care Policies