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

Life Insurance & Retirement Statistics Thumbnail

Life Insurance & Retirement Statistics

April 21, 2022 Retirement

Sure, life insurance is one of the more boring topics to cover in a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal in this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.

Financial Terms & Housing Questions In Retirement Thumbnail

Financial Terms & Housing Questions In Retirement

April 7, 2022 Retirement

There are some important terms you’re going to come across as you prepare for retirement. Having a basic understanding of these will help you achieve financial success, so we’ll cover what they mean and what you should know in today’s episode. And don’t worry. We won’t go quite so far down the rabbit hole where we expect you to be able to explain how a company’s P/E ratio meshes with its Alpha and Beta ratings to determine how much stock you should buy.

When Guessing At Retirement’s Most Important Questions Goes Wrong Thumbnail

When Guessing At Retirement’s Most Important Questions Goes Wrong

March 28, 2022 Retirement

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess.

Understanding Financial Jargon: Advisor Designations & Definitions Thumbnail

Understanding Financial Jargon: Advisor Designations & Definitions

March 14, 2022 Retirement

It does seem like anyone can call themselves a financial advisor these days. So how can you sort through the different levels of qualification in the industry? On this episode, we’ll try to explain some of the most common designations you’ll encounter on your financial planning journey.

What They’re Saying: What Is The Most Important Part Of Retirement Planning? Thumbnail

What They’re Saying: What Is The Most Important Part Of Retirement Planning?

February 17, 2022 Retirement

We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs further exploration.

Who Even Needs A Financial Advisor? Thumbnail

Who Even Needs A Financial Advisor?

February 3, 2022 Retirement Financial Planning

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.

Retirement Potpourri: Fill In The Blank Thumbnail

Retirement Potpourri: Fill In The Blank

January 20, 2022 Retirement

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!

What They’re Saying: 2022 Economic Predictions Thumbnail

What They’re Saying: 2022 Economic Predictions

January 13, 2022 Retirement

At the beginning of every year, people love to make predictions and prognostications about what’s going to happen to the economy in the coming months. Let’s take a look at what the “experts” are saying about the economic outlook of 2022.

Quit Cutting Corners In Financial Planning! Thumbnail

Quit Cutting Corners In Financial Planning!

November 18, 2021 Retirement Financial Planning

Quit Cutting Corners In Financial Planning! Let’s look at the ways that some people try to cut corners in their retirement planning.

Retirement Jigsaw Puzzle Thumbnail

Retirement Jigsaw Puzzle

November 4, 2021 Retirement

To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning.

Financial Temptations Thumbnail

Financial Temptations

October 21, 2021 Retirement

Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.

Income Planning Essentials Thumbnail

Income Planning Essentials

October 6, 2021 Retirement Income Planning

Make sure you’re well-versed in these retirement income planning essentials before you head off into retirement.

How Age and Wisdom Play Into Financial Planning Thumbnail

How Age and Wisdom Play Into Financial Planning

September 16, 2021 Retirement

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.

Summer Break & Inflation Thumbnail

Summer Break & Inflation

September 2, 2021 Retirement Inflation

We are back after taking a short break for the summer. We catch up with what Charles has been up to all summer. We will also break inflation down with some simple examples.

Ever Wonder Who Really Pays Income Taxes? Thumbnail

Ever Wonder Who Really Pays Income Taxes?

August 23, 2021 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.

Does Your Financial Advisor Have These "Must Have" Traits? Thumbnail

Does Your Financial Advisor Have These "Must Have" Traits?

August 7, 2021 Retirement

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

What Flying Can Teach You About Retirement Planning Thumbnail

What Flying Can Teach You About Retirement Planning

July 26, 2021 Retirement

There are some important lessons that flying can teach us about retirement planning. So check your luggage, strap into your seat and let's take a trip with Charles.

Have You Made Some of These Classic Pre-retirement Mistakes? Thumbnail

Have You Made Some of These Classic Pre-retirement Mistakes?

July 15, 2021 Retirement

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past that it has made them “classic”.

The Ins And Outs Of Mutual Funds and Is The Landscape Changing? Thumbnail

The Ins And Outs Of Mutual Funds and Is The Landscape Changing?

June 14, 2021 Retirement Taxes

The Ins and Outs of Mutual funds...Mutual funds have long been the most popular way for people to invest, but is that landscape changing?

Financial Fact Or Fiction? Thumbnail

Financial Fact Or Fiction?

April 15, 2021 Retirement

Sometimes the easiest way to learn about something is to make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.