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