Financial Choices Matter
Episodes
Thursday Nov 18, 2021
Quit Cutting Corners In Financial Planning
Thursday Nov 18, 2021
Thursday Nov 18, 2021
Let’s look at the ways that some people try to cut corners in their retirement planning.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
0:38 - Thanksgiving
2:54 - Main Topic: Quit Cutting Corners In Financial Planning
3:33 - Getting Legal Documents In Place
6:53 - Not Getting Organized
8:57 - Avoiding Long Term Care Discussion
13:21 - Mailbag: Elizabeth Asks If She Should Rollover Her Pension Fund
16:41 - Mailbag: Mary Asks If It's Wise To Start Budgeting
Thursday Nov 04, 2021
Retirement Jigsaw Puzzle
Thursday Nov 04, 2021
Thursday Nov 04, 2021
To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:
0:44 - Main Topic: Retirement Jigsaw Puzzle
2:05 - The Big Picture
3:47 - Building The Framework
5:08 - Sorting Out Your Priorities
8:30 - End Game
11:34 - Mailbag: Wade Asks About Early Retirement
16:46 - Mailbag: Vicki Asks About Working In Order To Receive The Maximum Social Security Benefit