Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Do you have questions about retirement? Financial planning? What about taxes, insurance, investments, risk, and the hundreds of other retirement planning questions that are probably on your mind. If you want to learn a little about the financial world so that you can be better prepared for your retirement future, then this is the podcast for you. Join Charles Scott of Pelleton Capital Management as he guides you through these topics in a fun and educational way. Check back often as we typically have two new episodes each month.
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