Financial Choices Matter
Episodes
Thursday Oct 04, 2018
Important Financial Terms You Should Know
Thursday Oct 04, 2018
Thursday Oct 04, 2018
A lot of financial terms can get confusing, even if you’ve heard them talked about a lot in the news or in a financial meeting at work or even around the dinner table with family. Let’s explore some important terms you might have heard before, but also might need a better understanding of what they mean.
Thursday Sep 20, 2018
Retirement Planning: More Than Just Investments
Thursday Sep 20, 2018
Thursday Sep 20, 2018
There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?
Thursday Sep 06, 2018
Sales Pitches Versus True Planning
Thursday Sep 06, 2018
Thursday Sep 06, 2018
It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.
Thursday Aug 16, 2018
Fuzzy Math
Thursday Aug 16, 2018
Thursday Aug 16, 2018
A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math.
Thursday Aug 02, 2018
Dealing With Divorce
Thursday Aug 02, 2018
Thursday Aug 02, 2018
Some folks feel shell-shocked after seeing their assets get cut in half from a divorce. Charles will share with us some ways that he helps clients navigate through tough life events like divorce. And we'll answer a listener question about fee-only advisors. Are they really the "best" kind of financial advisor to work with?
Thursday Jul 19, 2018
Unique Planning Challenges
Thursday Jul 19, 2018
Thursday Jul 19, 2018
Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…
Thursday Jul 05, 2018
Making Bad Financial Assumptions
Thursday Jul 05, 2018
Thursday Jul 05, 2018
Be careful of making assumptions about certain areas of retirement planning before you really know the facts. Some of these assumptions could be correct, but they could just as likely be wrong… We'll also ask Charles to tell us about a time someone didn't follow his advice and they came back later and admitted that they should have.
Thursday Jun 21, 2018
Risky, But Popular, Investments
Thursday Jun 21, 2018
Thursday Jun 21, 2018
It’s probably common sense when you think about human nature, but some of the riskiest investments are also the most popular. At least the risky ones generate a lot of interest, even if most folks don’t end up actually making an investment. Let’s look at some of these popular and risky investments because, after all, your financial choices matter.
Thursday Jun 07, 2018
Counterintuitive Pieces Of Financial Guidance
Thursday Jun 07, 2018
Thursday Jun 07, 2018
Some advice just makes good sense. But sometimes the guidance we get doesn’t align with our expectations. That’s not necessarily a bad thing. Let’s talk about some of the counterintuitive financial advice you may, or may not, receive. We'll answer some questions from the "mailbag" and bust up some "rules of thumb" along the way. Plus, we'll see what's buggin' Charles this week.
Thursday May 24, 2018
The Important Things You Should Know About 401(k) Rollovers
Thursday May 24, 2018
Thursday May 24, 2018
We often talk about the importance of not leaving a 401(k) with your old company after you no longer work there. Let’s explore some of the benefits of a 401(k) rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.
To get the guide, "To Rollover, Or Not To Rollover", call 480-513-1830 or e-mail charles@pelletoncapital.com.