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

Episodes

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.

Search below for episodes you're interested in or scroll down for the most recent ones!



%POST_TITLE% Thumbnail

Coronavirus Update

The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Charles will talk about his thoughts on this situation and we will briefly mention a couple elements of the new CARES Act.

Listen Now
%POST_TITLE% Thumbnail

Who Really Pays Income Taxes?

With the national elections in November, the parties have VERY different opinions regarding who should be paying their fair share of income taxes. But do we really know who pays what? You certainly can’t rely on either political party to give you the straight information. We also dive into a discussion on how to reasonably incorporate emotions into your financial plan.

Listen Now
%POST_TITLE% Thumbnail

Even Responsible Savers Make Mistakes

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…

Listen Now
%POST_TITLE% Thumbnail

Exposing 401(k) Weaknesses

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b, or TSP, or 457 plan).

Listen Now
%POST_TITLE% Thumbnail

Are Tax Advantages Overrated?

Of course, saving money on taxes is important. But when tax advantages are being pitched as the primary benefit of an investment, should we be concerned? Charles will help us tackle the pros and cons on this week's episode. We'll also answer a question from Roberta about investing a large amount of her 401k in company stock.

Listen Now
%POST_TITLE% Thumbnail

Winding Back The Debt Clock

We won't be getting political about this, but the national debt is skyrocketing faster than you can imagine. At some point, it could become a huge issue for the economy if it isn't already. How could our increasing national debt impact your retirement? Charles explains.

Listen Now
%POST_TITLE% Thumbnail

Fuzzy Math

A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math.

Listen Now