Financial Choices Matter

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Biggest Client Concerns

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

Innovation Causing Disruption

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

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