We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
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Simile a Financial Choices Matter
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The Retirement Jigsaw Puzzle
Manage episode 445606233 series 2367654
Contenuto fornito da Charles Scott. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Charles Scott o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Think of your financial future like a jigsaw puzzle. Each piece- whether it's taxes, insurance, retirement accounts, or estate planning- represents a critical part of your financial life. Without the box cover it’s hard to know how each piece fits.
Understanding how the pieces of your financial puzzle interact is key to achieving your long-term goals. That’s why having someone to help you put it all together who understands the big picture can be incredibly beneficial.
As you listen to this episode, consider how your own financial puzzle is coming together. Do you have a clear view of the box cover? Are there pieces that don't quite fit? Tune in and let’s explore this concept together!
Here’s some of what we discuss in this episode:
0:00 – Intro
2:58 – The key pieces of the retirement puzzle
4:21 – The risks of DIYing your retirement
6:29 – Why you should talk to a professional
8:31 – Finding the right fit
11:41– Listener question
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
112 episodi
Condividi
Manage episode 445606233 series 2367654
Contenuto fornito da Charles Scott. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Charles Scott o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Think of your financial future like a jigsaw puzzle. Each piece- whether it's taxes, insurance, retirement accounts, or estate planning- represents a critical part of your financial life. Without the box cover it’s hard to know how each piece fits.
Understanding how the pieces of your financial puzzle interact is key to achieving your long-term goals. That’s why having someone to help you put it all together who understands the big picture can be incredibly beneficial.
As you listen to this episode, consider how your own financial puzzle is coming together. Do you have a clear view of the box cover? Are there pieces that don't quite fit? Tune in and let’s explore this concept together!
Here’s some of what we discuss in this episode:
0:00 – Intro
2:58 – The key pieces of the retirement puzzle
4:21 – The risks of DIYing your retirement
6:29 – Why you should talk to a professional
8:31 – Finding the right fit
11:41– Listener question
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
112 episodi
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Simile a Financial Choices Matter
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Technologists and crypto-enthusiasts Joel Comm and Travis Wright attempt to demystify the world of bitcoin, blockchain, litecoin, ethereum, alt-coins, token generation events, and ICOs in this podcast for cryptocurrency newbies.
…
continue reading
Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money ...
…
continue reading
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 2,700 journalists and analysts in 120 countries.
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Player FM - App Podcast
Vai offline con l'app Player FM !
Vai offline con l'app Player FM !
