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
Financial Fact Or Fiction
Are You Flirtin’ With Disaster?
The Financial Dictionary
This Is Why You Never Assume
Biggest Client Concerns
Innovation Causing Disruption
Retirement Statistics Worth Understanding
Understanding The Different Types Of Risk
End Of Year Planning Tasks
A 5 Question Retirement Preparedness Quiz
Is Diversification For Suckers?
Ep 21: The 401(k) FAQs
What Retirees Should Know About Wills & Trusts
Eye Opening Stats Showing How Americans Save
This One’s On The House
Longevity Risk
Financial Issues Particularly Challenging For Women
Are Complicated Portfolios Necessary?
Are You Making These Classic Pre-Retiree Mistakes?
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