Financial Choices Matter
Episodes
Thursday Oct 21, 2021
Financial Temptations
Thursday Oct 21, 2021
Thursday Oct 21, 2021
Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
1:15 - Big Purchases Before Retirement
5:21 - 401(k) Match
7:39 - Deferring Taxes
11:05 - Working Until You Die
13:14 - Relying On The Government
16:28 - Not Leaving The Kids Anything
19:22 - Roy Asks For Suggestions On How To Get His Spouse More Involved With Their Finances
Thursday Oct 07, 2021
Income Planning Essentials
Thursday Oct 07, 2021
Thursday Oct 07, 2021
Make sure you’re well-versed in these retirement income planning essentials before you head off into retirement.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
2:47 - Planning To Retire For Decades, Not Just Years
5:35 - The Rule Of 72
6:36 - Safe Investments
8:43 - Inflation
13:23 - Being Able To Narrow Down Information
16:22 - Self-Motivated
18:33 - Time To Work On Plan