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Konten disediakan oleh Charles Scott. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Charles Scott atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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The Retirement Planning “Aha” Moment

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Manage episode 438336180 series 2367654
Konten disediakan oleh Charles Scott. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Charles Scott atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Ever had that “light bulb” moment when everything just clicks? Retirement planning is full of them. Charles has had many clients experience these moments of clarity throughout the planning process, one of which he’s going to share with us today.

If you're ready to experience your own "aha" moment and take control of your retirement planning, reach out to Charles Scott and his team at Pelleton Capital Management.

Here’s some of what we discuss in this episode:

0:00 – Intro

0:34 – A memorable client experience

2:42 – What is the “aha” moment?

5:36 – Intellectually and emotionally owning your plan

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

YouTube: https://www.youtube.com/@PelletonCapitalManagement

  continue reading

112 episode

Artwork
iconBagikan
 
Manage episode 438336180 series 2367654
Konten disediakan oleh Charles Scott. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Charles Scott atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Ever had that “light bulb” moment when everything just clicks? Retirement planning is full of them. Charles has had many clients experience these moments of clarity throughout the planning process, one of which he’s going to share with us today.

If you're ready to experience your own "aha" moment and take control of your retirement planning, reach out to Charles Scott and his team at Pelleton Capital Management.

Here’s some of what we discuss in this episode:

0:00 – Intro

0:34 – A memorable client experience

2:42 – What is the “aha” moment?

5:36 – Intellectually and emotionally owning your plan

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

YouTube: https://www.youtube.com/@PelletonCapitalManagement

  continue reading

112 episode

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