Biggest Client Concerns

from Financial Choices Matter · host Charles Scott

We run through the laundry list of top concerns that many retirees and pre retirees have. Charles discusses how he address them and what is the underlying theme that is causing those concerns. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 2:04 - Main Topic: Client Concerns 2:17 - What Are Some Top Concerns? 4:01 - Dog Analogy 8:00 - Wall Street Has Set Low Expectations 14:00 - Elon Musk’s Recent Rise In Wealth

Episode metadata supplied by the publisher feed · Published Feb 18, 2021

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Biggest Client Concerns

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This episode is 18 minutes long.

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This episode was published on February 18, 2021.

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