Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:2:01 - Main Topic: Where All My Financial Knowledge Comes From
2:35 - Financial Celebrities
6:39 - Best Financial Books
9:34 - Family Members
10:26 - What Got Charles Into The Financial Realm?
11:38 - Is Technology Helping, Or Hurting?
13:44 - Favorite Economist?
15:46 - Diana Asks If Life Insurance Is A Legitimate Retirement Strategy
5 Pillars of Financial Planning
Strategic Planning for Retiree Healthcare
What’s Buggin’ Charles?
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Ready Or Not Retirement
Exposing Common Retirement Complaints
Unsure, Confident, or Certain: Retirement Planning Next Steps
The 5 Biggest Money Mistakes In Retirement Planning
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement Expenses For Which You Forgot To Plan
Where $1 Million Runs Out Fastest
2023 Edition: 10 Point Checklist For Retirement Preparedness
Most Common Retirement Planning Questions About Taxes
How Bonds Work: What Retirees Need To Know
Please Read The Fine Print
Getting It Right: Irreversible Financial Decisions
Planning For Retirement’s Uncertainties
Going Against The Grain
Financial Planning Considerations When You’re In Between Jobs
Tough Topic: Retirement & Divorce
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