The Retirement Planning “Aha” Moment

Financial Choices Matter

Charles Scott द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Charles Scott या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

12d ago 9:08

MP3•एपिसोड होम

Ever had that “light bulb” moment when everything just clicks? Retirement planning is full of them. Charles has had many clients experience these moments of clarity throughout the planning process, one of which he’s going to share with us today.

If you're ready to experience your own "aha" moment and take control of your retirement planning, reach out to Charles Scott and his team at Pelleton Capital Management.

Here’s some of what we discuss in this episode:

0:00 – Intro

0:34 – A memorable client experience

2:42 – What is the “aha” moment?

5:36 – Intellectually and emotionally owning your plan

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

YouTube: https://www.youtube.com/@PelletonCapitalManagement

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