Financial Choices Matter
Episodes
Thursday Feb 18, 2021
Biggest Client Concerns
Thursday Feb 18, 2021
Thursday Feb 18, 2021
We run through the laundry list of top concerns that many retirees and pre retirees have. Charles discusses how he address them and what is the underlying theme that is causing those concerns.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
2:04 - Main Topic: Client Concerns
2:17 - What Are Some Top Concerns?
4:01 - Dog Analogy
8:00 - Wall Street Has Set Low Expectations
14:00 - Elon Musk’s Recent Rise In Wealth
Thursday Feb 04, 2021
Innovation Causing Disruption
Thursday Feb 04, 2021
Thursday Feb 04, 2021
What’s the most interesting thing in the investment world? We talk about the concept of innovation causing disruption in various industries, what that means and why it might be something worth paying attention to.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
1:46 - Main Topic: Innovation Causing Disruption
3:22 - Ecommerce
5:53 - Interesting Statistics
11:21 - People Don’t Like Change