Why Financial Choices Matter: The Tale Of Two Sisters

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