Why Financial Choices Matter: The Tale Of Two Sisters

What this episode covers

In this episode of Financial Choices Matter, Charles recounts a time when he and Sheri helped two sisters navigate a tough financial situation. After watching one of Charles’ webinars, the sisters sought his advice after a troubling annuity product was sold to them. Tune in as Charles explains how they fought for their clients' best interests, ultimately helping them get back nearly $1 million from a poor investment choice. Here’s some of what we discuss in this episode: 0:00 – Intro 0:52 – The tale of two sisters 7:39 – Doing the right thing 10:02 – Working with the right professional Resources for this episode: Finra https://www.finra.org/ Broker Check https://brokercheck.finra.org/ Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ YouTube: https://www.youtube.com/@PelletonCapitalManagement

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 14 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on December 5, 2024.

What is this episode about?

In this episode of Financial Choices Matter, Charles recounts a time when he and Sheri helped two sisters navigate a tough financial situation. After watching one of Charles’ webinars, the sisters sought his advice after a troubling annuity product...

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.