EPISODE · Apr 1, 2021 · 16 MIN
Are You Flirtin’ With Disaster?
from Financial Choices Matter · host Charles Scott
By ignoring the simplest fixes in your financial plan, you could be setting yourself up for a potential disaster. Don't wait until it's too late to make these changes. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 1:16 - Charles Shares His Picks For March Madness On The Men’s And Women’s Sides 3:04 - The Risk Of Having Out Of Date Legal Documents 5:06 - Not Correcting Beneficiary Designations 7:35 - Avoiding Tax Problems Of The Future 11:00 - Not Having A Plan For Long-Term Care Expenses 14:27 - Getting To Know You: What Is The Luckiest Thing That Has Ever Happened To You?
What this episode covers
By ignoring the simplest fixes in your financial plan, you could be setting yourself up for a potential disaster. Don't wait until it's too late to make these changes. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 1:16 - Charles Shares His Picks For March Madness On The Men’s And Women’s Sides 3:04 - The Risk Of Having Out Of Date Legal Documents 5:06 - Not Correcting Beneficiary Designations 7:35 - Avoiding Tax Problems Of The Future 11:00 - Not Having A Plan For Long-Term Care Expenses 14:27 - Getting To Know You: What Is The Luckiest Thing That Has Ever Happened To You?
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Are You Flirtin’ With Disaster?
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