Biggest Client Concerns - Financial Choices Matter

What this episode covers

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

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 18 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on February 18, 2021.

What is this episode about?

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:...

Can I download this Financial Choices Matter episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.