facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause







Do you have lingering questions about financial planning, tax planning, estate planning, retirement planning or Long-Term Care solutions? Then you're in the right place!


SUBSCRIBE TO THE PODCAST


Join Charles Scott as he guides you through these topic in a fun and educational way. Checkout the video version on YouTube, subscribe to your favorite podcasting apps, or look below for recent episodes and watch them right here on the website!


Search below for an episode's topic that interests you!


Subscribe to Pelleton University’s Content

Taking RMDs In-Kind: What It Means and Who It Helps Thumbnail

Taking RMDs In-Kind: What It Means and Who It Helps

Most retirees take their required minimum distributions (RMDs) in cash without realizing there's another option that might offer more long-term value. In this episode, Charles highlights a lesser-known strategy: taking RMDs “in-kind” by moving stocks or mutual funds from a retirement account into a taxable account, without actually selling anything.

Watch & Listen
What We Can Learn From Past Market Meltdowns Thumbnail

What We Can Learn From Past Market Meltdowns

April was a volatile month, and if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived through before. In this episode, Charles looks at how past market meltdowns shaped investor psychology, how today’s chaos might be leaving its own mark, and what lessons we can take with us to navigate what’s next.

Watch & Listen