Financial Choices Matter
Episodes
Thursday Sep 16, 2021
How Age & Wisdom Play Into Financial Planning
Thursday Sep 16, 2021
Thursday Sep 16, 2021
There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Essentialism: https://amzn.to/3DI8Af5
Digital Minimalism: https://amzn.to/3DyHCX2
Show Notes:
2:19 - Age, Wisdom, & Information
4:52 - Things We Wished We Had Known Sooner
6:39 - Do People Tend To Worry About Finances More, Or Less When Approaching Retirement?
8:50 - Leaving A Legacy
12:18 - Mailbag: Karen Asks If She Should Use A Robo Advisor
15:42 - Summer Reading
Thursday Sep 02, 2021
Summer Break & Inflation
Thursday Sep 02, 2021
Thursday Sep 02, 2021
We are back after taking a short break for the summer. We catch up with what Charles has been up to all summer. We will also break inflation down with some simple examples.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
0:42 - Summer Break
2:55 - Definition Of Inflation
5:47 - Is It Temporary?
8:29 - Dealing WIth Inflation During Retirement
11:11 - Adding Tweaks To Your Plan
13:02 - Closing Thoughts