Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be your ”box top,” providing the clear vision needed to achieve a financial future tailored to your unique goals. Join us as we explore how to prioritize, organize, and seamlessly fit each piece of your financial puzzle into a cohesive whole. Tune in for strategies to maximize assets, minimize taxes, and provide peace of mind for you and your family. Upholding the principles of being fiduciary, independent, and objective, ”Financial Choices Matter” is your trusted resource for practical and profound financial insights. Subscribe and journey with us toward a secure and well-planned future.
Taking RMDs In-Kind: What It Means and Who It Helps
Charles from Pelleton Capital Management elucidates the strategy of taking required minimum distributions in-kind, which involves moving assets to a taxable account to establish a new cost basis and potentially lower future tax exposure.
8 May 2025
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.
Here’s some of what we discuss in this episode:
📉 What past crashes can teach us
📊 Market whiplash: reacting to headlines vs. real trends
🚨 What happens when people forget the market always comes back
🛠️ Why diversification is your best defense in chaos
CONTACT ☎
Website: https://pelletoncapital.com/ Phone: 480-513-1830Email: info@pelletoncapital.comGuide and Resources: https://pelletoncapital.com/ltc-resources
YouTube: https://www.youtube.com/@PelletonCapitalManagement
Schedule a discovery call with Charles: https://pelletoncapital.com/contact-us
10 Apr 2025
Filial Laws & Media Madness: Could You Owe Your Parents’ Debts?
What if you could be held financially responsible for your parents' unpaid medical or long-term care bills? It’s not a theoretical question- in 25 U.S. states, filial support laws are on the books, and enforcement may be on the rise. In this episode of Financial Choices Matter, Charles and Marc shine a spotlight on a little-known legal concept with potentially huge implications for families.
Here’s some of what we discuss in this episode:
📺 Why financial media creates stress, not clarity
💭 The illusion of predictions, forecasts & outlooks
⚖️ What filial responsibility laws are and where they exist
🛡️ Modern long-term care insurance options
🧩 Why planning ahead is more important than ever
CONTACT ☎
Website: https://pelletoncapital.com/ Phone: 480-513-1830Email: info@pelletoncapital.comGuide and Resources: https://pelletoncapital.com/ltc-resources
YouTube: https://www.youtube.com/@PelletonCapitalManagement
Schedule a discovery call with Charles: https://pelletoncapital.com/contact-us
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
16,039
Score snapshot 15 Sept 2025
Podcast Authority Score: 43 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
57
Social presence
0
YouTube
72
Engagement
0
Contact Financial Choices Matter
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Financial Choices Matter?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
